Why You Need To Master Client Acquisition

Why You Need To Master Client Acquisition

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.

Click here to register for the Client Acquisition Masterclass.

5 Key Takeaways From The Masterclass:

  1. CLIENT ACQUISITION?- What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions.?
  2. IDEAL CLIENTS?- Who should your target client be and why? How to locate, attract, and acquire Ideal Clients.?
  3. AVOID THIS MISTAKE?- Discover the BIG mistake that most advisors make and what to do about it.
  4. STEAL OR?RESCUE?-?Learn why is it easy to “steal” (rescue) the best clients from established advisors and how to do it.?
  5. CRITICAL CONVERSATIONS?- Learn the 7 Critical Conversations to attract & acquire more Ideal Clients.

Click here to register for the Client Acquisition Masterclass.

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.

Click here to register for the Client Acquisition Masterclass.

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