Bill Bachrach: Program Outlines
Values-Based Financial Planning™
The Art of Building High-Trust Client Relationships
Recent studies in the Financial Services Industry conclude that the ability to create high-trust, client-centric relationships is the key to attracting "Ideal Clients" and maintaining those relationships over time. For the past 20 years, Bill Bachrach and his team have trained Financial Professionals all over the world to build these types of relationships, and the results have been overwhelming. Financial Professionals who implement the principles of Values-Based Financial Planning™ create a client experience so profound that clients are naturally inspired to:
- Engage your professional services within the first meeting
- Entrust you to manage all of their financial needs
- Respect and follow your advice (without the need for detailed explanations), and
- Willingly refer you to other people who fit your Ideal Client Profile
Values-Based Financial Planning™ has positively impacted the personal and professional lives of thousands of Financial Professionals... just like you!
Road Map to Success: Principles, Strategies and Tactics to Build High Trust Clients Relationship
As the leader of the Trusted Advisor movement and after more than 20 years of training and coaching successful financial advisors, Bill Bachrach knows first-hand the attributes that separate the best in our business from the mediocre. Rookies and veterans alike will appreciate Bill's insights, humor and wisdom about what it really takes to be a successful financial professional in today's world.
High-Trust Leadership™
A Proven System for Developing an Organization of High-Performance Financial Professionals
Objective:
- Provide proven tools for Leaders to fill their pipeline with high quality Advisor candidates.
- Motivate new and existing Advisors to consistently execute the daily strategies necessary to achieve high levels of Advisor success.
Content:
- How to rapidly build high levels of trust with recruits and Advisors.
- How to quickly understand the emotions and values which motivate Advisors to pay the price of true success.
- How to integrate these new ideas into existing processes.
- How to get good-producing Producers to want to perform for you.
- How to avoid being perceived as "just another leader/manager."
- How to have a meaningful interview instead of superficial chit-chat.
Benefits to Leaders:
- Giant recruiting pipeline of highly qualified Advisors.
- Greatly increase understanding of what motivates Advisors to pay the price.
- Better retention.
- Bring interview skills to the next level.
- Better relationships with veteran Advisors.
- Shorten time from interview to commitment.
- Target serious Advisors only and avoid wasting time with people who will never pay the price.
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