There Has Never Been an Easy Time to be a Financial Advisor
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.
There has never been an easy time to be a financial advisor. This year is no exception.?
For however long you have been a financial advisor, I'm sure you have experienced your fair share of frustrated clients. Emails, texts, phone calls, maybe even drop-in office visits from clients looking at you for solutions and to fix the problem as if you had any control over the markets and the global economy.?
Now imagine a world where all of your clients, no matter what is happening in the world, the markets, or the economy, feel 100% confident about their?personal economy?and achieving their most important goals.
How different would times like this be for you and your clients? Less stress and no full-blown panic mode.
So how do you make this your reality?
In two parts.?
The first part consists of?acquiring Ideal Clients. Ultimately you'll define your own Ideal Client, but here are a few recommendations:
How many current Ideal Clients do you have?
Now the second part is?delivering on your Client Value Promise.
What is your current Client Value Promise? How do you deliver on that promise? Does the way you articulate your Client Value Promise make prospective Ideal Clients want to hire you? Does it make existing clients want to act on your advice? Does your Client Value Promise provide confidence that no matter what happens in the markets or the economy that you have their back and that you will help them achieve their most important goals??
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The majority of financial advisors are not very good at acquiring Ideal Clients AND articulating / delivering their Client Value Promise. Actually not very good is too nice. They suck.?
The good news for you is that you don't have to!
Mastering client acquisition and delivering on a great Client Value Promise is a learnable skill, not something you are born with.
Few advisors decide to actually learn and get better, while the majority will stay mediocre.
If you're one of the few that want to get better and truly master client acquisition, then?join me?on?Thursday, June 23rd at 11am PT / 2pm ET for a FREE Client Acquisition Masterclass.
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Date and Time:?Thursday, June 23rd at 11am PT / 2pm ET
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.
If you are content working with a lot of small clients or living in the transaction world, this masterclass is NOT for you.
However, if you would like to serve a?smaller number of clients?at a?higher level of value, for significantly more?revenue per client,?claim your seat?for the Client Acquisition Masterclass.