FREE LIVE TRAINING:
October 19th, 2023 @ 2pm ET
Learn A Proven, Repeatable Process To Master Client Acquisition
CLIENT ACQUISITION MASTERCLASS
FOR FINANCIAL ADVISORS
Starts: Thursday, October 19th @ 11:00 am Pacific / 2:00 pm Eastern
Do you know how most advisors work too many hours, for too little money, trying to serve too many of the wrong clients?
Why is that?
The primary reason is that most client acquisition processes pretty much guarantee that you get the WRONG clients. And, if you get A LOT of the wrong clients you’re now in a trap… too much time spent serving the wrong clients means there’s not enough time to get the right clients. This death spiral has killed the dreams of many advisors. Even advisors with a lot of AUM get stuck in this trap.
During the Client Acquisition Masterclass, you will learn 5 key ingredients for creating a client acquisition PLAYBOOK that will help you consistently attract and acquire your Ideal Clients and profitable Non-Ideal Clients.
You will learn the CORRECT definition of client acquisition, who should be your target client and why, that it’s easier than you think to steal good clients from other advisors, how to avoid the big mistake that crushes client acquisition success, and lastly a proven, repeatable process for successful client acquisition that is guaranteed to work for YOU!
Put this complimentary, high-value online training firmly on your calendar and don’t let a low-priority distraction… like an “emergency” from one of your “wrong” clients derail you from showing up.
Masterclass Host:
Top Advisor Trainer & Coach, Bill Bachrach
CLIENT ACQUISITION MASTERCLASS
When: Thursday, October 19th @ 11:00 am Pacific / 2:00 pm Eastern
5 Key Takeaways You'll Learn From The Masterclass:
CLIENT ACQUISITION
What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions.
IDEAL CLIENTS
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.
CRITICAL CONVERSATIONS
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 and...
01
Make More Money
...by learning how to attract and acquire Ideal Clients who each pay you more annual recurring revenue.
02
Work Fewer Hours
...by not wasting time on unproven and expensive methods of client acquisition that generate less-than-ideal leads and prospects.
03
Serve Fewer Clients
...who pay you $10,000, $20,000 or $30,000 per year (or more).
Bill Bachrach
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.
CLIENT ACQUISITION MASTERCLASS
When: Thursday, October 19th @ 11:00 am Pacific / 2:00 pm Eastern
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