FREE ONLINE TRAINING:
Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology

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LIVE Training

  • 6

    days

  • 13

    hours

  • 0

    minutes

  • 28

    seconds

TUESDAY, JANUARY 23

11 AM Pacific Time, 2 PM Eastern Time

True or False: Most advisors work too many hours for too little money for too many of the wrong clients. 

  • The responses from the polls we ran on our last online training indicate that this is true: 

    - 93% of Advisors said they need or want to make more money. 
    - 83% said they want to work fewer hours per week and take more REAL
    vacation every year. 

    - 98% said they would like to have a smaller total number of clients who each pay them more. 

    What about you?
    Chances are very high that your 
    current approach to client
    acquisition practically guarantees that you will work too many hours for too
    little money for too many of the wrong clients. 

    Ironically, most advisors want exactly the opposite: more money, less hours, and more of the right clients. 

    1. Money. 
    2. Time. 
    3. Smaller total number of clients who each pay you more. 

    If you have a sincere desire to get better in any, or all, of these areas enroll yourself in this complimentary, LIVE training session with Bill Bachrach. 

    In addition to getting the most clear and concise definition of “client
    acquisition” you’ve ever heard, in about an hour, from the comfort of your
    own office, 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? 


    In addition to the answers to these questions, Bill shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong. 

    In order to improve your quality of life, work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session. 

    P.S. Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself.

Bill Bachrach

There are many good reasons why Bill Bachrach is, by far, the most
highly paid trainer and coach for top financial advisors in the world.

His systematic, simple, no-nonsense repeatable processes are proven to work for successful veterans, the mediocre middle, and newer
advisors.

Success Stories:

"When I was a 24-year-old rookie I was
fortunate to have a mentor who referred me to Bill Bachrach's process. In my first 4 years I used the process to acquire 145 clients
generating $400,000 of AUM fee-based
revenue. That was round 1. For round 2, I am implementing Bill's processes to build a $1.8M recurring revenue business with 50 IDEAL clients who each pay $36,000 / year. In the first 18 months I have added 13 Ideal Clients generating a total of $468,000 of
recurring revenue. Now that I have more
revenue from 13 clients than I had with 145 clients, I sold my old business to focus 100% of my attention on building the new business. 13 down and 37 to go!"

– Scott P.

"I thought I’d spend my whole life serving clients with $500k. Since working with Bachrach & Associates, I now have the skills and confidence to acquire clients that have $2 - $5M. As of now, 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."
- Debbie P.

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

TUESDAY, JANUARY 23

11 AM Pacific Time, 2 PM Eastern Time

  • 6

    days

  • 13

    hours

  • 0

    minutes

  • 28

    seconds