I just became a Committed Advisor and as you know I have a mature business. There is a lot of material, what should I focus on first and what should my staff focus on first?

Article ID: 392
Last updated: 20 Nov, 2019

Welcome aboard. We look forward to helping you build your Ideal Business with Ideal Clients so you can create your Ideal Life.

1. Build your script binder for having referral conversations with your Ideal Clients.
2. Memorize all those you will be completing face-to-face, practice them, and practice the phone scripts.
3. Get the right amount of Client Acquisition time on your calendar and honor your calendar.


Your staff:
1. Empower them to hold you accountable to let go all of the technical and admin work so you can focus on client acquisition work.
2. They are in charge of implementing the Trusted Advisor Toolkit. (If your AM is not already in the Support Team Accountability Program, consider that. Speak with your Accountability Coach.)


Others in this category
b How long will it take me to get as good as a 9-year old?
b Just received a mailing list from a friend and potential Ideal Client (600 names). He knows everyone on the list and attempts to cycle through and contact 2 per day. He is not an Ideal Client yet. I have given him a book, but not been able to get his wife to commit to a Phone Consultation or a Financial Road Map®. She was going to retire and the company just offered to retain her. When it settles, I hope to do a Financial Road Map® with them. In the meantime, do you have any thoughts on what might be appropriate to do with the names on his list? They're not Ideal Client referrals, but not totally random either. There are email addresses for about 20%, phone numbers for about 25% and addresses for 100%.
b 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?
b Why does Values-Based Financial Planning™ have me put everything on my calendar?
b Is it common to see Success Road Map® profiles change as we gain more experience with them and the Values Based Financial Planning™ process? If I can adequately, enjoyably, and profitably serve a higher number of clients of a profile that has little less annual reoccurring revenue than I originally stated on my Success Road Map®, should I?
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