Being a top advisor isn't just about production. It's about delivering high value to your clients, making money, AND having a great quality of life.
In this what-to-do and how-to-do-it webinar, Bill Bachrach interviews successful advisor, Brian Ratcliff, who will discuss how he serves his clients, how he got his clients, how he runs his businesses, how he inspires himself to do the work that needs to be done in good times and bad, and how he manages to have a rich, full life in addition to having a successful business. Being a top advisor isn't just about production. It's about delivering high value service to your clients, making money, AND having a great quality of life.
Brian Ratcliff wanted to move his business to the next level. To do so, he knew he needed to change the type of client he was attracting. Then he had an epiphany: "Why not just work with people I like who are able to pay me enough to achieve my own personal financial goals? Having more clients is not as important as having more of the right clients." So he did just that. Within just a few years he had created a community of Ideal Clients who generate over $1M in recurring annual revenue. He is living his ideal life and built his dream home for his family, including a museum-quality garage / man cave for his collection of European exotic and American muscle cars.
This content-rich webinar is packed with transferable tactics, habits, behavior patterns, and the inspiration that will help you be more successful. These are not pie-in-the-sky ideas. Bill and Brian speak candidly about practical and actionable tactics that any advisor who is committed to being their best can implement and get results.
Bill Bachrach, CSP, CPAE and his team help Financial Advisors achieve their Ideal Life in 4 years, or less, by building an Ideal Client community, by referral only, using the Values-Based Financial Planning™ Turn-Key Business Model. Bill is also a regular contributor to FA Magazine and a frequent keynote speaker at company and industry events.