When calculating my Predictable Minimum Annual Recurring Revenue, how would you recommend that I value my time with clients? Should I use my current level of income or some projected level of future income? If a future level of income, how do you decide on that number to use now?

Article ID: 229
Last updated: 20 Nov, 2019

Your Predictable Minimum Annual Recurring Revenue is a time and money calculation based on your personal financial plan and how many hours you want to be working when you Ideal Client Community is completely built. The way we have it structured is that in 4 years, or less, you will be working 32 hours a week, or less and your business will be generating all the business revenue necessary to pay for an exceptional client experience and all of your business expenses, paying your taxes in full and on-time, and creating the personal income you want to pay for the present lifestyle you and your family want to have, and funding your future goals, especially your own financial income

In 4 years or less you will NEVER again have a single concern, worry, or stress about money whatsoever. Virtually gone. Do you understand the significance of the promise we’re making if you seriously commit to and implement what you are learning from us? Your cash flow will be predictable and your business value will be high. Your business easily sale-able should you want to or need to leave the business in a hurry. In other words, you can cash out for millions of dollars at any time.

You can only deliver truly comprehensive financial services for a finite number of people. Typically 75 – 125. And you are probably better off closer to 75 than 125. That’s the time math. How many of your hours / year does it take to serve your clients and lead your Deliverables Team?
And you MUST ASAP, create your own personal financial plan around the life you want – not the life you are settling for now because you haven’t learned how to make enough money to pay for the life you want.


Click on Play button to start listening to this recording


Others in this category
b How do you determine what Planning Fee is appropriate for each client? I would imagine that different client circumstances require a different Planning Fee. You mention on tape from $2500-$3000. This seems high to me.
b After listening to Bill's May 2009 webinar, I am committed to determining who the best financial planners. Should I interview other financial planners over coffee as suggested also or just figure out who the Values-Based Financial Planners are and know the rest can't possibly provide all 110 deliverable checkpoints?
b As a "newbie" to the Bachrach & Associates process, I have been told that the focus of this initial part of my education is on the Financial Road Map® presentation. However, assuming the success of my training, I will be getting clients. EXACTLY what is it that I can offer these people that I can deliver on that is consistent with the Bachrach & Associates training?
b I am very new to this process. Because of some recent (very positive) publicity, we are receiving a number of telephone inquiries. What pre-screening questions should I have my assistant ask interested callers before making appointments with them?
b I just completed a Group Self-Referral presentation. It went very well. Should I email the participants’ filled-out Ideal Life worksheets to them? If so, what email template should I use?
» More articles