How do you deliberately create an emotional connection that causes two people to trust you so much that they are willing to hire you with something as important as their...
Video Type: Virtual Events
What is the Impact of The Singularity for Advisors and their Clients?
What if there was an enormously significant world event that has the potential to radically alter your beliefs about the future… especially when it comes to money? Being aware of this...
Do More Client Acquisition Work Now!
Bill Bachrach inspires Advisors to significantly increase their Client Acquisition time, effort, and results. If you have ever been frustrated with Advisors who rest on their laurels of their existing...
Increase Adoption of Your Most Important Tech and Increase Lifetime Client Value
Bill’s message and action-able ideas help Advisors transition existing clients to full-service planning clients and acquire new clients at a full financial planning level from the beginning. As well as...
Build Trust More Quickly with Prospect and Client “Values Conversations”
When your Advisors ask their prospects and clients, “What’s Important About Money To You?” and take them up their ‘values staircase,’ trust is more quickly established and Advisors distinguish themselves...
The Best Way to Acquire New Clients!
We all know that the best way to acquire new clients is by referral, and with zero or little cost. So, why don’t most Advisors ask for referrals from their...
Money and Age Go Hand-in-Hand
No matter how old your Advisors are, they MUST be able to work effectively with people in their 50s, 60s, 70s, and 80s….. WHY? Because they have ALL THE MONEY!...
The BIGGEST Mistake Most Financial Advisors Make
Most of that $70T of wealth transfer is going to transfer to HER before it transfers to the kids. If she doesn’t stay, what happens with the children… well, it...
Help Your Advisors Move Up-Market
There are only 168 hours in the week and how your Advisors use their time determines their success in business and happiness in life. Limited time also means a ceiling...