Posts Tagged ‘financial advisor success principles’

Take Wisdom from the Experts and Apply it in Your Life – Part 4

Wednesday, January 4th, 2012

Mike Rayburn and Dan Thurmon were two of the five 2011 inductees into the Professional Speaker Hall of Fame. In the NSA world this is a BIG deal. Mike Rayburn has been called the “world’s funniest guitar virtuoso.” While he is definitely very funny and truly a guitar virtuoso, the way Mike can help you be a more successful FA is by challenging you to seriously consider the question, “what if?” It’s a simple little question that can be very creatively and powerfully applied to your business and your life. Pick up a copy of his book What If? at www.MikeRayburn.com. While you’re there, order one of Mike’s CDs to hear a unique brand of comedy and music that is sure to make you make your day… even on a day when the Dow’s off a few hundred (or thousand) points. What if you really can create your Ideal Life by building an Ideal Business exclusively with Ideal Clients? What if…?

Dan Thurmon has a unique approach to achieving life balance: forget about it! Instead he proposes that you live your life “off balance on purpose.” Every day, we are inundated with messages about the importance of finding “balance” in our lives. How does this make us feel? Overwhelmed, out of touch, and unfulfilled. The problem isn’t us—it’s the message. Perfect balance is unachievable and, upon closer inspection, undesirable. The perpetual quest for balance ends up limiting growth, progress, and the quality of life.

In Off Balance On Purpose, Dan Thurmon frees you from the “balance” dilemma and empowers you to adopt a new approach to creating a happy, fulfilling life: embrace reality, get aligned with your purpose, lean forward, and initiate positive changes. These steps will give you the knowledge, strength, and motivation to:
- Accept and take advantage of the contradictions in your daily life.
- Integrate the five vital areas of life—work, relationships, health, spiritual growth, and personal interests—into a workable, fluid, sustaining pattern.
- Adopt a practical, concrete process for orchestrating changes and staying aligned with your purpose.
Learn more at www.danthurmon.com.

These are just a few of the many great people with great ideas I could have written about this month. I hope these insights that made a difference for me will also make a difference for you.

The bottom line is that no matter happens with the volatile markets, the broken governments, the weak economy, or the chaotic world events your success is right where it has always been and always will be: in your hands.

3 Top Financial Advisors Describe Their Ideal Lives

Monday, December 12th, 2011

Would you like a value proposition that puts you in the top 1% of Financial Advisors in the world for value delivered to clients? If so, check out the short video of 3 top Advisors who tell their story about how they got their ideal business and ideal life by going to http://www.youtube.com/watch?v=W3X4Xt4Bdsk&feature=related

To find out how Bill Bachrach’s team can help you be in the top 1% and help you create your Ideal Life by building your Ideal Business exclusively with Ideal Clients, call 858-558-3200 or email us at info@baivbfp.com.

If I knew then what I know now, I would have implemented Values-Based Financial Planning sooner….

Tuesday, December 6th, 2011

The hard truth is that most advisors are working too many hours, trying to serve too many of the wrong clients, and making too little money for the effort. When you look “behind the curtain” of most financially successful advisors you might want their income, but you wouldn’t want their life.

Choose to partner with Bachrach & Associates, Inc. to implement the Values-Based Financial Planning™ turn-key business model and 4 years from now… or less:
- You will have an ideal client community that you built by referral only, usually between 75-125 clients.
- You will be generating annual recurring revenue between $500,000 and $2M, based on your personal financial plan.
- Your clients will be experiencing fully comprehensive financial planning where they follow your advice to make smart choices about their money that are in alignment with their goals and values.
- You will have gotten your own financial house in order while helping your clients do the same.
- You will be living your ideal life.

To hear what your Advisor peers have to say, go to http://www.youtube.com/watch?feature=endscreen&v=dpOhF9wzPy8&NR=1

To learn more about how Bachrach and Associates Inc. can help you be in the Top 1% of Financial Advisors, call (858)558-3200 or email info@baivbfp.com.

Leverage the smart phone people carry to obtain even more referrals

Tuesday, November 22nd, 2011

In addition to leveraging social networking channels, when asking for referrals, you might want to say something to your clients like:
“I see you brought your smart phone with you. Let’s start with the A’s and tell me any reason why you wouldn’t want to give the gift of _____ (whatever their emotion is they have stated for how they feel about working with you – having certainty about achieving your goals) to these people. Okay, who’s first?”