I may have the opportunity to be introduced (by an attorney center of influence) to his expat clients in the United States. Since many of these people have multiple interests and advisors abroad, and some are only in the United States for a finite amount of time (a few years), is there a place for them under the Bachrach & Associates system? How should such [potential] clients be "handled"? (I.e. can I get their United States financial house in order exclusive of the other parts of their lives?)

Article ID: 331
Last updated: 20 Nov, 2019
You would handle it like any other client by making sure that you have an expert resource on your team for every situation. You will learn much more about this when you graduation from the Evaluation Program into the Committed Advisor Program. However, this sounds like an unnecessary business and life complication that I would not recommend. We will help you build an Ideal Client Community without having to have much complexity in your life. Like all the roads in the world, it’s not necessary to pursue every opportunity. Many of them don’t take you to a place you really want to be.

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b How well does the Mastery Series™ work for advisors who do not work off fees?
b I’m a little confused about the level of commitment we are expecting from a new client once they hire us. In the script and videos it seems that during the Commitment to Implement we expect that at the implementation meeting the client will follow all of the action plan items and sign all of the documents we have prepared for signature, no questions asked. However, on the most recent Webinar, it sounded to me that regardless of what we may have said at Commitment to Implement, at the actual implementation meeting, it is more of a “traditional” approach where we are presenting our “recommendations” and it’s up to the client to decide which items, if any, they implement. To sum up, it seems that at the implementation meeting the approach is much less “take it or leave it” than presented during the Commitment to Implement. Please help me understand.
b I wanted to get your feedback please on this email I received from the Chamber of Commerce, where I am a relatively new member. The Chamber sent me a letter inviting me to a Trade Show. The invitation noted that the Trade Show was a great opportunity to display products or services, discover new businesses and network with other business people. My questions to you are: 1. Would you attend this event? 2. If you did, would you attend it exclusively to complete Self-Referral Conversations™? 3. The invitation mentioned renting a booth to showcase your business – what is your take on this? I was thinking of going to the Trade Show for the purpose of conducting Self-Referral Conversations™ with business people. I am not sure, however, about the idea of having a booth at an event like this.
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 just starting on my journey with 6 ideal clients and calculated the number of phone call meetings I need to make(to be Done in 4 years or less)as 5/day. What activities do you suggest I be doing now/ASAP, to ensure I am getting these numbers so I can fill my activities calendar each day?
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