Break Out From the 'Mediocre Middle'
Bill Bachrach, CSP, CPAE
Your Roadmap to More Ideal Clients & Your Ideal Business! Providing FAs with a proven, scripted, repeatable process designed to increase their skill and confidence at acquiring Ideal Clients.
The fundamentals of mastering client acquisition haven't changed any more than the fundamentals of money, or investing, or financial planning have changed over the past two years.
The most important consequence over that period of time for financial advisors is that it has pushed more financial success in the hands of millionaires than ever before. They had most of the money before, and now, they have even more money.
You need to be one of the few advisors who can acquire and serve millionaires, instead of one of the many fighting over the scraps in the middle market. No matter how old you are, you MUST be able to work in the right market to build Your Ideal Business. This is a learnable skill that anyone can master.
Learn a proven, repeatable, and scripted process to help you master client acquisition and break out from the 'mediocre middle,' or if you're a newer advisor, follow the process now to ensure you don't end up where the vast majority of advisors end up - working too many hours, for too many of the wrong clients, for too little money.
Join me, Bill Bachrach, on Tuesday, January 18th at 11am PT / 2pm ET, for a free online training that will help you master client acquisition so you can acquire the RIGHT type of clients and make MORE money, all while working FEWER hours.
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Our monthly trainings are limited and tend to fill up quickly so make sure you register today and add this training to your calendar so you can join us a few minutes before and claim your seat.
My team and I at AdvisorRoadmap are on a mission to help every financial advisor in the world elevate their client value, so they build their Ideal Business, and live an Ideal Life.
We are passionate about true full-service financial planning that offers the deepest and most complete client value promise possible—helping clients achieve all of their most important goals and fulfill their most deeply held values.
If this message resonates with you, join me on this special training and let's begin your journey to building your Ideal Business.
Make it a great day!