Posts Tagged ‘financial advisor success’

Take Wisdom from the Experts and Apply it in Your Life – Part 3

Tuesday, December 20th, 2011

Jim Cathcart, author of Relationship Selling, The Acorn Principle, and something of a legend around NSA has said many profound and powerful things in his long career of helping others succeed. My personal favorite, is, “The future you see defines the person you must be.” In other words, you will only be as successful to the degree you have a clear vision about your future and your future vision of success will be the driving force for your to become the person and FA you need to become in order to make that future happen. I realize that you drink from a fire hose of information every day, mostly about things that are outside of your control. As mentioned earlier: volatile financial markets, broken governments, weak economy, life in a chaotic world… and prospects and clients who are struggling to make sense of it all. Create a vision for yourself and your business that inspires you to become who you need to become so you can have the life and the business you really want, regardless of external events outside of your control. Learn more about Jim at www.jimcathcart.com.

Take Wisdom from the Experts and Apply it in Your Life. – Part 2

Monday, December 19th, 2011

Ken Dychtwald, PhD, www.agewave.com, is a gerontologist who has spent the better part of the past 4 decades studying the aging population, especially the baby boomers. The implications for Financial Advisors are numerous and significant.

The conclusion of Ken’s work is pretty simple: people are living longer, in many cases longer or much longer than they ever thought they would. Ken describes this as the “longevity bonus.” And he asks you and your clients this very important question, “when do you want to spend your longevity bonus?” According to Dr. Dychtwald, people want to spread their longevity bonus over their remaining lifetime, not save it for the end.

Your clients are redefining what it means to “retire.” Their thinking about what they do with their life, their time, and their money is changing. This means you have to be more adaptable in your planning as your clients adjust when they choose to retire, how they choose to spend their non-work time, and how much it will cost.

What about you? How will you spend your longevity bonus? You are in an amazing business that allows you to earn all the money you need to pay for your present lifestyle, have time freedom, and help people. It’s a perfect business to spend your longevity bonus by adjusting your work schedule and take more time off every week, month, quarter, or year.

Scab picker or Trusted Advisor – Who do you really want to be?

Wednesday, December 14th, 2011

Fear can motivate any person on the planet; however, would your clients prefer to be inspired to take action on your recommendations? Inspire your clients with positive emotions. Watch this short video
http://www.youtube.com/watch?v=-Fs3S3FdoHk&feature=related

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.

Financial Advisors- Improve Your People Skills & Get More Clients

Tuesday, December 13th, 2011

Improving your people skills can help put you in the top 1% of Financial Advisors in the world. Watch this short video of Bill Bachrach talking to top Advisors about how to get more clients. Go to http://www.youtube.com/watch?v=Ahw8DZy3ZDY&feature=related

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.

Do you want to be in the top 1% of Financial Advisors? Watch this video!

Sunday, December 4th, 2011

Listen to Bill Bachrach tell you how you can be in the top 1% of Advisors by going to: http://www.youtube.com/watch?v=nyIC6miauoU&feature=related

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.