Why You Need To Master Client Acquisition
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.
Whether you're a rookie advisor, a successful veteran, or an advisor stuck in what we call the?'mediocre middle,'?client acquisition is 100% your responsibility.
The hard truth - To thrive in this industry, you need to be great technically, AND you need to be great at client acquisition.
The main difference between a great financial advisor and an advisor stuck in that quagmire we call the ‘mediocre middle,’ is the ability, the skills, and the confidence to acquire Ideal Clients?(High Net-Worth Clients).
If you want to improve your ability, your skill, and increase your confidence in turning high net-worth prospects into your Ideal Clients, register and join the?Client Acquisition Masterclass on Thursday, June 23rd at 11am PT / 2pm ET.?
We know your time is your most valuable asset and have built the 1-hour Masterclass to be immensely valuable for you and your growing business.
5 Key Takeaways From The Masterclass:
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About the Masterclass Trainer - Bill Bachrach
After being a successful advisor by creating and implementing a process called Values-Based Financial Planning, I went on to be a trainer and coach for other financial advisors around the world.?
Since 1988, my team and I have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.
For the last 21 years, we've led what is known as the Committed Advisor Mastermind Program which consists of a 4-year commitment at 5k month?(Yes, your math is correct, a 240k investment for an advisor).
In 2016, we launched the AdvisorRoadmap? Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process to build their Ideal Business at an affordable price.?
I look forward to working with you during the?Client Acquisition Masterclass on Thursday, June 23rd at 11am PT / 2pm ET.