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?

First of all, PLEEEASE do not call it “the Financial Road Map® presentation.” There is no “presentation.” The Financial Road Map® creates a compelling and emotional interview experience for your clients and prospective clients. Your goal is to create an experience by asking really good questions and listening, NOT make a presentation.

During the evaluation phase, you simply do whatever you have always done after you are hired. Now that you have their Financial Road Map® make sure that all of your financial planning and recommendations are in alignment with their most important goals and most deeply held values. At the Implementation Meeting (notice I did NOT call it the plan presentation meeting) you start the meeting with a recap of their values and goals and give your advice in the context of how it will help them achieve their goals for the reasons that are important to them.

Your objective during the evaluation phase is to do at least 25 Financial Road Maps and achieve at least a 300% ROI from your initial investment with us.

If your Accountability Coach invites you into the Committed Advisor Program, you will learn how to create your 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. The other two pieces of our turn-key business model, besides the Financial Road Map®, are a complete referral system for filling your appointment calendar and a comprehensive process for building and leading a best-in-class Deliverables Team of subject-matter-experts to help you deliver on your promise to your clients. (Which is to get their entire financial house in perfect order and keep it that way forever, aligning all of their financial choices with their most important goals and their most deeply held values.)