Sign in

Ask a Question | FAQ Home |

Browse by category

I seem to have laser-like focus in my mountain bike race training. I'm constantly motivated to learn more about training, equipment, nutrition, and race tactics. It never wanes. However, I easily get frustrated with my progress in my Ideal Life Evaluation Program journey and I fall back to old habits (frustrating me more). Are there any good books, websites, or any other resources to help me achieve the same business focus as I have with my mountain biking?

Article ID: 496

Last updated: 20 Nov, 2019

Use your Success Road Map and Personal Inspiration Board to find reasons to do what you know you need to do, especially when you don't feel like it.

« I am able to supplant the existing planner on the trifold...

You have been speaking a lot lately on charging 1% fee for... »

Others in this category

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?

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?

Does adding the following phrase to the, "What do you do question," change the impact or sound too salesy? "I own a Values Based Financial Planning Firm. We help our clients enhance their quality of life by getting their entire financial house in perfect order and keep it that way forever.” The addition seams to add clarity to the, “What do you do,” question.

Clients agree to pay for their plan (and pay at the end of the first meeting) $5,500 to have their Implementation Plan written. My annual ongoing Ideal Client Fee is $11,800. Do I collect this (annual ongoing fee upfront) from them at the same first meeting or do I do it at Implementation Meeting?

For the last 10 years we go annually to Charity a function for a Dialysis Association. Our neighbors assist their sister (who is a kidney transplant recipient) to organize this. The neighbors nor the sister are Ideal Clients - not delagators. My aim is to get to the medical specialists and treat and do the kidney transplants and a couple that attend the charity ball each year. There are potentially a few people who could potentially be Ideal Clients at the ball with own business etc. My thoughts were of donating say 3 of the VBFP books per table ( the customized books are due arrive on 10th May and the Charity Ball is on the 14th May) I could include a Financial Road Map® conversation over the phone This may be beneficial to the people concerned and I may be lucky to get an Ideal Client. Perhaps I could contact the doctors at the dialysis unit later and mention I donated the books, if they received a copy and if not--- it may be of interest to them.--- would they like a book sent and set up a 20 minute phone conversation. Bill, what do you think? Can you suggest more or something else? If you agree I will try to draft up a couple of phone conversations --- first to the charity ball organizers (my friends) and secondly the doctors at the dialysis unit.

» More articles

Powered by KBPublisher (Knowledge base software)