In my conversations, people have tried to draw the analogy of the Bachrach & Associates approach to that of setting up/implementing a "Virtual Family Office". Your comments?

Article ID: 326
Last updated: 20 Nov, 2019
Opens up an unnecessary conversation. All they care about is getting help with their money to achieve their goals.

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b In what situations do I use the 2-Page Business plan with a Non-Ideal Client?
b What process can be put in place to organize the Values-Based Quality of Life™ Newsletters so they are sorted and distributed with a flow that avoids duplication of the same Newsletter to the same prospect and also prevents wasting unused Newsletters in a given month?
b I'm the owner of a brand new RIA and am trying to build my business from the bottom up. What recommendations do you have for someone in my position? I want to build the firm the right way, but I also need to eat and feed my family. How do I balance those two competing elements?
b I am able to supplant the existing planner on the trifold information package that one of the most prominent realtors in my city uses for all her showings/sales/clients. It's a very glossy and first class look. I can have one of the front and center spots for advertising; right next to her business card. She tells me that several clients have said, "We used the inspector you recommended on your package." She doesn't actually recommend any inspector, but their presence on the package has, in her clients' minds, implied a recommendation. This realtor deals with mostly very high-end properties and clients. Do you have any suggestions to format or build a business card-sized ad?
b I do not have a securities license as of yet. I only have Life and Health at this time. How can I use the Values Conversation™ and the Financial Roadmap® with just having these licenses?
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