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 I will be meeting with a professional money manager soon. I explained that I offer comprehensive financial planning and it would compliment their offering to their clients which his purely investment. My question to you is is it a good idea?, What should I share with them? The 5 critical reports? The three meeting process? The 143 item checklist? Anything else? It is not a cold call, I know them personally and professionally.
b I have heard of laser marketing techniques to target specific folks you want to meet and get in front of. Once introduced, how do you move forward to the next steps of the initial consultation with a busy business owner?
b I want to keep accurate numbers and had a question about just what qualifies as Ideal Client Acquisition Time. I'm involved in Self Referrals. If I am talking to someone and during the conversation, I realize that they don't have the resources to become an Ideal Client, would it qualify for Ideal Client Acquisition time if I would then offer to send the book, potential Financial Road Map®, etc. I'm struggling with not counting that as Ideal Client Acquisition time vs. counting it because "everyone deserves a Financial Road Map®". Your thoughts, please.
b How is the Financial Road Map® shaped for business owners focused [initially, at least] on their professional interests? Note: they do not want their spouses involved
b What would be the ideal software suite for the financial planning Subject Matter Expert to use, or as a tool to tie it all together as the Trusted Advisor? We're looking at either MoneyGuidePro or eMoney Advisor 360 Pro.
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