It was my pleasure being with you today helping you build Your Roadmap to Ideal Clients, an Ideal Business, and Your Ideal Life.

A huge thanks to Bill Cates for hosting this event!

To show our appreciation to you for showing up today, on this page you can access 4 FREE resources.

Make it a great day!

- Bill Bachrach

Resource #1

Read this report and reverse engineer what your Ideal Clients are telling you they really want from their Trusted Advisor

Become that advisor, and steal (rescue) affluent clients from other advisors… 51% of whom say they would pay MORE money for a better advisor.

Someone is going to be that advisor. Why not you?

Download Research Report Here

Resource #2

Get Your FREE Copy of Values-Based Financial Planning

This book is designed to help you, and your clients, align your financial choices with the great life you want and become inspired to do whatever it takes to have that life.

Learn the fundamentals of Values-Based Financial Planning and how to more rapidly establish a high level of trust with your clients and prospects.

If you're a fan of Stephen Covey, you'll love Values-Based Financial Planning.

Value: $30

Free (Just pay shipping)

Get Your Free Copy Here

Resource #3

An Invitation to Your Road Map To More (and Better) Clients:
A 1-Hour Client Acquisition Intensive

A free 1-hour training designed to help you consistently acquire more clients — especially Ideal Clients who value your advice.

Date: February 18th

Time: 11 AM Pacific / 2 PM Eastern

This live session is packed with actionable, proven strategies, including:

  • The Best Definition of Client Acquisition – And why you need to adopt this definition immediately. 
  • Ideal Client Formula - Who your target clients should be and how to win their business. 
  • The #1 Mistake Most Advisors Make – The costly error that prevents otherwise capable advisors from landing high-quality, high-value clients.
  • Steal or Rescue – Why affluent clients switch advisors and how to position yourself as the clear and obvious choice.
Register Here

Resource #4

Get your FREE copy of The Relationship Bridges Guidebook

Don’t settle for clients who just do some business with you when you can bring them across the relationship bridges where they trust you enough to do all of their financial services business with you AND they introduce you to their friends, family, and colleagues.

Learn how you can increase to this 10 out of 10 level of trust with all of your prospects and clients by downloading this Guidebook.

Download Guidebook Here