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’re wanting 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 presented by Top Advisor Trainer, Bill Bachrach on Thursday, July 21st at 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.
What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions.
Who should your target client be and why? How to locate, attract, and acquire Ideal Clients.
AVOID THIS MISTAKE
Discover the BIG mistake that most advisors make and what to do about it.
STEAL OR RESCUE
Learn why is it easy to “steal” (rescue) the best clients from established advisors.
Learn the 7 Critical Conversations to attract & acquire more Ideal Clients.
"I used Bill's template that I learned from the online training and called 8 people from my "cold file." One of them, who I hadn't spoken to in 18 months, wanted to talk about money. He has since hired me for financial planning with almost $1 million in investable assets."
— David R.
Become a Master of Client Acquisition
Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients. This Masterclass will teach you how to:
Make More Money
...by learning how to attract and acquire IdealClients who each pay you more annual recurring revenue.
Work Fewer Hours
...by not wasting time on unproven and expensive methods of client acquisition that generate less-than-ideal leads and prospects.
Serve Fewer Clients
...who pay you $10,000, $20,000 or $30,000 per year (or more).
After being a successful advisor himself by creating and implementing a process called Values-Based Financial Planning™, Bill Bachrach went on to be a trainer and coach for other financial advisors worldwide.
Since 1988 Bill Bachrach and his team have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.
For the last 21 years, Bill has led what is known as the Committed Advisor Mastermind Program which consists of a 4-year commitment at $5,000 / month (Yes, your math is correct, a $240k investment for an advisor).
In 2016, Bill and his team launched the AdvisorRoadmap™ Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process at an affordable price.
AdvisorRoadmap™ is Bill Bachrach's legacy to help advisors implement Values-Based Financial Planning™ and build their Ideal Business.