BachrachBlog

Anne,
The client appreciation event was absolutely fabulous! Everything went perfectly. The feedback was tremendous. As usual, Bill Bachrach did a fantastic job! I am so glad he came to speak. Thank you again for helping me to arrange this event for my clients. I think it was a fabulous launch into my whole new world of doing things.
Sincerely,
Jim den Dulk

To learn more about how to do client appreciation events, download the Client Appreciation Guidebook by going to http://www.fsspeakers.com/index.php?mode=cae_guide

To schedule Bill for a client appreciation event with your clients and prospects, contact Anne at 858-558-3200 x242.

Norman Levine is a legend in the insurance industry. We have had many great conversations over the many years we have known each other. Norman always appeared to be a person who was good at making sure he spends time with his family and did charitable things. One day I asked him how he always seemed to get his work done and have this time so well planned out for the year. He basically said it was very simple. He said all he did was divide his income goal by 40 weeks so he could have 12 weeks to give back to the industry, do charity work, and have time with his family. He knew exactly how much he needed to make in the 40 weeks of work to hit his goals. He’s right. Pretty simple, don’t you think.

How could you apply this simple idea in your life to help you achieve your goals?

Take advantage of all the complimentary webinars to help you be even more successful by clicking on the following link or cutting and pasting it into your browser.
http://www.baivbfp.com/pgrm_webinars.html

You’ll enjoy the high-content webinars to help you take your business to the next level. This year, we are doing a series called Success Leaves Clues and have completed 2 very interesting interviews with successful Advisors. This is a series with top Advisors who have reached success – as they have defined it for themselves. Check them out now!

Someone recently told me that they saw a study that said Financial Advisors spend approx. 23 minutes per week in Client Acquisition. Well, in order to achieve your goals so you can enjoy what is truly important to you in life, here is what I suggest you consider. First, don’t be average. Second, spend at least 10-20 hours doing client acquisition activities.

Client Acquisition Time Includes the Following:
• 15-20+ hours / week
• Referral Conversations with Ideal Clients, and everyone else you know
• Prospecting activities
• Follow-up phone calls to prospects
• Initial Interviews

Don’t be a salesperson. Be a Trusted Advisor.

But being a financial advisor isn’t about making friends, dazzling people with your pretty financial plans, or selling the “right” products. Being a financial advisor is about making sure your clients achieve their goals. You don’t just manage their money; you manage their behavior, expectations, and their goals. To do that, you have to be willing to get tough—to be tough—from time to time.

Don’t be a salesperson. Be a Trusted Advisor.