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Items Promised At Bill Bachrach’s 2021 Dojo
As promised, here are the 6 items that Financial Advisors asked me to provide when I spoke live at Bill Bachrach’s recent Financial Road Map® Workshop (Dojo): The 3 Most Important Client Acquisition Skills… [click here] Here’s the free Course I promised you which outlines the 10 critical success skills for effective client service: The Only […]
Stop Measuring The Wrong Things And Boost Client Referrals
Most Financial Advisors are confused about referral terminology and incorrectly describe many things as referrals which aren’t referrals at all. By using imprecise language things get confusing pretty quickly. Know this; there are six separate categories you need to clearly understand around this powerful concept known as referral marketing. The business objective is “being extraordinary” […]
How long will it take to acquire my next Ideal Client?
While the Lead Generation method we teach will have you interacting with lots of new people almost immediately, the most common question I get from Financial Advisors is, “How long will it take me to acquire my first Ideal Client using this method?” There are 4 variables that will determine the answer to that question. […]
The Two Client Acquisition Projects All Financial Advisors Must Master
As you may know, I’m working on a course about how I acquired more Ideal Clients faster than any other Financial Advisor on record, before or since. This is the most requested course we’ve ever created. My goal is for you to come out of this course with all the tools you need to beat […]
10 Hidden Benefits That Happen When You Focus On Unsolicited Client Referrals
While there are many successful client acquisition methods out there, none have a greater positive impact than focusing on Unsolicited Client Referrals (UCRs). As we discussed in my last post, UCRs occur when a client refers a potential client to you without any prompting on your part. The only way to receive Unsolicited Client Referrals […]
How to Grow Your Ideal Client Community Twice As Big In Half The Time
How successful are your current client acquisition methods? Are you adding new clients as quickly as you’d like? How much effort are you willing to make to increase the number of new clients you’re adding per week and per month? Does your rate of client acquisition depend entirely on you, the trusted financial advisor? Are […]
How I Acquired 1,242 Clients
As you may know, we are about to launch a new course for financial advisors based on the #1 question we receive from our members: “How did a single advisor ever acquire 1,242 clients? What specific methods did you use to acquire that many clients?” Ultimately, I transformed my business and now deal with […]
Keeping Your Team Accountable (Without Offending Them)
Something I’ve often told financial advisors when speaking with them personally or during one of my speaking engagements is: “Giving out an assignment is not the basis for accountability. Rather it is the acceptance that the responsibility for a thing resides with him, which initiates accountability.” Accountability really is something people must do for themselves. […]
Does Your Meeting Plan Include These Key Elements?
Do you know a recipe for disaster for you and your clients? It’s calling your team members to an unannounced client meeting and just winging it. In reality, can you expect everyone to be available and prepared without prior knowledge? Of course not! For it to be an exceptional meeting, you need to have every […]
The Success Trap and How To Escape It
Why is it that, as a financial advisor, even after you achieve success it’s still no bed of roses? The more clients we acquire, the less time we have to give them the attention they deserve (and need). The less time we have for anything, really, but it especially hurts the clients. After all those […]