Don't Be In The Majority of Financial Advisors
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.
A recent survey of financial advisors found the following:
The majority of financial advisors implement a process for client acquisition that practically guarantees that they will work too many hours, for too little money, and serve too many of the wrong clients.?
What about you??
So, how do you breakthrough and start attracting and acquiring?Your?Ideal Clients and start building?Your?Ideal Business, so you work with the right number of clients paying you the right amount of money??
The first step is to acknowledge there is no 'silver bullet.' After all, if acquiring Ideal Clients and building an Ideal Business was easy, everyone would do it.?
The next step is to implement a proven, repeatable process that quickly:
Lather, rinse, repeat.?
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To learn more about this process, my team and I are hosting a free online training on Wednesday, December 15th at 11am PT / 2pm ET, Mastering Client Acquisition - REGISTER HERE.
Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident, and this problem will?NOT?fix itself.
During this free online training, in addition to getting the clearest and most concise definition of 'client acquisition' you’ve ever heard, in one hour, you will discover the answers to 4 vital questions:
If making more money, working fewer hours, and acquiring more Ideal Clients resonates with you, don't miss this special opportunity and join us LIVE for this online training on December 15th at 2pm ET.?
This monthly training is limited and tends to fill up quickly, so make sure you register today and show up a few minutes early - Right after you register you'll be sent a confirmation email with a calendar invite to easily add this event to your calendar.?
My team and I are on a mission to help every financial advisor in the world elevate their client value, so they?build their Ideal Business and live their Ideal Life.