What is your expectation of the amount of increased revenue a Trusted Advisor should have achieved by their first Academy as part of the Ideal Life Evaluation Program?

Article ID: 484
Last updated: 20 Nov, 2019
Your expected amount of increased revenue as a Trusted Advisor is $30,000 - $50,000.

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b I have worked with many of my existing clients for several years and when we first met I conducted a Values Conversation but did not continue through the remaining parts. Now I am having discussions with these people by the Old World/New World™ Conversations. My question is do I do a completely new Financial Road map® from start to finish or do I start from their old staircase of answers. Understand most of these clients had the Values Conversation over 5 years ago.
b Whenever I am interacting with my colleagues the conversation would frequently come up about "closing". Sometimes it's difficult to maintain my intended Way of Being. Any suggestions to avoid getting distracted while not completely ignoring my co-workers?
b I work predominately with retired clients. My thinking is that some of these clients would have friends, family that we would be able to assist however I am thinking that I really need to be aiming at more successful/professional type people although I have little of this type of person in my client base. This may be a silly question but how would you got about attracting this type of clients?
b I'm not convinced I have the complete answer to the question, ‘What kind of clients do you serve best?’ Do you have any suggestions? We work with corporate executives, professionals, and business owners that want to spend more time with their families and doing things that are important to them. These people are delegators that have a strong desire to achieve their goals. The clients we serve best have financial assets of over $900,000.
b The participants in happy relationships can sometimes have different ideas about the value of money, goals and how resources can/should be used to accomplish goals. How is this handled by the Bachrach & Associates process?
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