New 5-Part Webinar Series Reveals...
"The Mindset and Strategies of Top Advisors"
The Insider Secrets to Having Your Ideal Business and Living Your Ideal Life!"
** Plus - A BONUS Q & A Session to Get Your Questions Answered!
The Mindset and Strategies of Top Advisors is a Five-Part Webinar Series laser focused on revealing the strategies used by the most successful and profitable advisors in the industry.

Presented by Jane Doe


Presented by Jane Doe

If you're looking for a brief overview and thinking to yourself, 'How will this Webinar Series benefit me?', keeping reading...
What You'll Learn :
July 19th, 2017:
"The Top Advisor Formula for Building an Ideal Business and creating an Ideal Life"
July 26th, 2017:
"Why Top Advisors are Moving Away from an AUM Percentage to a Single Flat Fee."
 August 2nd, 2017:
"How to Craft The Ultimate Client Value Promise That Makes Clients Happy to Pay Your Fees"
August 9th, 2017:
"The Self-Discipline, Productivity, and Accountability Secrets of Top Advisors"
 August 15th, 2017:
"How Top Advisors move past limiting beliefs & fears to maximize their true potential."
 August 23rd, 2017:
"Ask Me Anything" Session...Get Your Questions Answered By the Top Advisor Coach!
Webinar Series Overview...

It all starts with asking yourself..."What do you want your business and lifestyle to look like?"

Session #1 will take you through the process of developing clarity in your business and personal life.  You'll discover how Top Advisors build their Ideal Business, with Ideal Clients, and still have time to live life on your terms.

Session #2 will open your eyes to why Top Advisors shift their business from AUM percentage to a flat fee for service.  One of the many secrets to the success of the Top 1% of Advisors is they are paid very well for their services.  You'll learn the why and how to have clients happily pay you top dollar for the value you provide with a smile on their face.

Session #3 teaches you how to craft the Ultimate Client Value Promise like the pros.  After watching this session you'll have a proven, repeatable process for clearly explaining to your clients how you will be the one person that can help them reach their goals.

In Session #4, you'll learn the productivity and accountability secrets of the high performers in the industry.  Top advisors have learned how to leverage systems and processes to get the most work done, in the shortest amount of time.  After this session you'll walk away with the knowledge of how to get your time back!

Session #5, will reveal how Top Advisors manage their energy and experience breakthroughs in their business.  You'll come face-to-face with the most common obstacles, fears, and limiting beliefs holding you back from your dreams.  When the session is over, you'll have the tools to overcome self-defeating mental blocks, freeing you up to achieve your goals in a big way!

BONUS "Ask Me Anything" Session: After experiencing the 5-part series, you're sure to have questions and concerns.  So as a special bonus, you'll get access to an additional "Ask Me Anything" session.  Think of this as a virtual group coaching session.  I'll help you overcome your challenges and I'll answer your questions.  No question will be left unanswered.
By learning and implementing the mindset and strategies of Top Advisors You Will...
  •  Have a clear picture on what you want your business to look like and who you want to serve
  •  Ensure you are getting the income you truly want without being chained to commissions
  •  Have a client value promise that clients will admire, pay you handsomely, and bring you referrals
  •  Be more productive than ever and get your precious time back to spend however you want
  •  Crush your limiting beliefs and whatever else is holding you back from being the person you truly want to be

Neil B.

"After working with Bachrach & Associates, Inc. my annual recurring revenue per client is 40k, my business revenue is 650k and I take at least 4 weeks of vacation per year."

Debbie P.

"Since working with Bachrach & Associates I’ve acquired 7 Ideal Clients who pay my minimum predictable annual fee of $24,000 and generated an additional $152,000 in recurring revenue from AUM."

Todd B.

"The scripts are brilliant. So many times you’re talking to somebody or put in a situation where you’re just winging it. That’s not ideal for them and it’s not ideal for you."
Webinar Series Schedule and Agenda:
  • July 19th: The Top Advisor Formula for Building an Ideal Business and creating an Ideal Life
  •  July 26th: Why Top Advisors are Moving Away from an AUM Percentage to a Single Flat Fee
  •  August 2nd: The Top Advisor Client Value Promise
  •  August 9th: The Self-Discipline, Productivity, & Accountability Secrets of Top Advisors
  •  August 15th: How Top Advisors Manage Their Energy and Move Past Limiting Beliefs and Fears to Maximize Their True Potential
  •  August 23rd: BONUS "Ask Me Anything" Session
Webinar Schedule
Webinars start at 1:00 PM PDT.  Each Webinar contains content and Q&A.  (Recorded Video / Audio Replays Are included)
5-Part webinar series registration
  • 5-Part Webinar Series Live with Bill Bachrach
  • BONUS Session: Special "Ask Me Anything" Live
  • 5-Part Series Video Recordings
  • 5-Part Series Audio Recordings
About Your Presenter
Bill Bachrach's expertise is the subject of TRUST. Simply put, trust is the single most important thing that determines a person's success or failure as a financial professional. Trust trumps technical competence, credentials, sales skills, marketing acumen, time in the business, and investment track record. This is true in all economies, every state in America, in the big cities and the small towns, and all corners of the world. It was true before Bernie Madoff, the latest financial crisis, and 24/7 cable news. It's true today. And will be true tomorrow.
"Trust has been, and always will be, the single most important thing that has to happen for two people to do business together, especially when is comes to money." -Bill Bachrach
© 2017 Bachrach & Associates, Inc. | 8880 Rio San Diego, Suite 950 | San Diego, California 92108 USA | Direct: (619) 255-4888
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