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Mastering Client Acquisition in the ‘New Normal’
52 mins of content + 36 mins of Q&A
Presented on July 30th, 2020

You are exactly who the world needs right now! Thank you for your courage and your leadership at such a crucial time in world history. Your clients need you, your prospects need you, your friends need you, and, of course, your family needs you.

At some point in the future, as the COVID-19 pandemic is receding and the world is returning to whatever the ‘new normal’ will be, you will be in the best new client acquisition position possible. The battle for client acquisition doesn’t start when the pandemic is over. It’s already begun.

The fundamentals of mastering client acquisition don’t really change any more than the fundamentals of money, or investing, or financial planning have changed under the current circumstances.

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in less than an hour, you will discover the answers to 4 vital questions:

1. Who should be your target client and why?
2. Why is it easy to “steal” (rescue) the best clients from established advisors?
3. What’s the BIG mistake that most advisors make and what to do about it?
4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects?

You’ll also see case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

In order to work fewer hours, acquire the RIGHT clients, and make more money, so you can improve your quality of life, review this online training.

Introducing IFG’s Newest Coaching Partner – AdvisorRoadmap
60-mins of content + 16 mins of Q & A
Presented on April 24th, 2020

IFG is proud to introduce a new partnership with Bill Bachrach and his AdvisorRoadmap Virtual Training Platform!

IFG has teamed up with Bill Bachrach and AdvisorRoadmap because we know that adjusting your business strategies in this virtual climate is crucial to helping you manage through today’s challenges while positioning your business for success on the other side.

For over 33 years, Bill Bachrach has been helping financial advisors elevate their client value and build their Ideal Business, with the backdrop today making his strategies more important than ever.

His values-based approach has changed the trajectory of thousands of financial advisor businesses over the years.  Will yours be next? Watch the introduction webinar below for full details on how to get started! Click here to visit our main IFG AdvisorRoadmap landing page and start your journey to Your Ideal Business. 

COVID-19 Free Advisor Resources Page

“The battle for client acquisition doesn’t start when the pandemic is over. It’s already begun.” – Bill Bachrach

Right now is the perfect time to be loading your pipeline with future Ideal Clients.

Watch this 2-minute conversation with a real prospect / client that proves it.

Free, Timely, Relevant Web-Training with Bill Bachrach
– Resources you can watch and download now –

Turn Coronavirus Lemons Into Business Lemonade (40 mins + Q & A)

The New Normal – How To Conduct An Effective Online, Virtual Meeting
(57 mins + Q & A)

Goal Setting In A COVID-19 World
(40 mins + Q & A)

Mastering Client Acquisition in the ‘New Normal’ (52 mins + Q & A)

A Client Acquisition Message Every Financial Advisor Needs to Hear
(5 mins)

Resources For Download

Client and Prospect Communication During The Coronavirus Pandemic (PDF)

Coronavirus Special Report - Mayo Clinic (PDF)

Easiest Call You'll Ever Make (PDF)

Coronavirus Emergency Loans - Small Biz Guide (PDF)

Checklist to Help You Implement Effective Online, Virtual Meetings (PDF)

Create Your Ideal Life Vision, Define Your Ideal Business, Develop Your Ideal Client Profile (Free Training Course on AdvisorRoadmap)

"The best way to predict your future is to create it."

The purpose of this free training course is to guide you through exercises which will result in you Creating Your Ideal Life Vision, Defining Your Ideal Business, and Developing Your Ideal Client Profile. Start the training course by creating a login here. Once in, navigate to the Training Center and download the Workbook and click on Chapter 1 to begin.

“We must never become too busy sawing to take time to sharpen the saw.”

– Stephen Covey

At IFG we are committed to the support, success and independence of our financial advisors and their clients. We provide personalized service, common sense compliance and access to high quality products, technology and practice management solutions.

We actively encourage an environment that balances business and family; where employees are valued, provided quality benefits and a supportive work environment that encourages personal and professional growth.

In alignment with our mission, we are excited to officially announce our partnership with Bill Bachrach and his AdvisorRoadmap Virtual Training Platform to support you in 4 key areas: 1. Client Acquisition 2. Client Service 3. Leadership 4. Time & Priority Management.

For over 30 years, Bill Bachrach has been training and supporting financial advisors to build high-trust, high-value relationships with clients and prospects. Building off his years of experience, Bill and his team developed the AdvisorRoadmap Virtual Training Platform making Bill’s expertise and the Values-Based Financial Planning philosophy more accessible.

AdvisorRoadmap has helped thousands of advisors build their Ideal Business so they can live their Ideal Life, which is why we partnered with Bill Bachrach to help every IFG advisor do the same.

The IFG Leadership team has negotiated a special investment rate for all IFG advisors of 50% off. From all of us at the IFG Leadership team, we highly recommend joining the AdvisorRoadmap Virtual Training Platform and we look forward to seeing your personal and professional growth. Click here to learn more and become a member today!



– Jason Benham, IFG, Director of Retirement Services & Practice Management