Important Legal Notice
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1 Important Legal Notice This Presentation and all the content on these slides are the intellectual property of Bachrach & Associates, Inc. and Bill Bachrach. These slides are for individual use only. Conversion and / or use of these slides, or any of their content, to any medium without the expressed written consent of Bachrach & Associates, Inc. and / or presenting them to any group, in whole or in part, is expressly prohibited and a violation of the copyright laws that protect this intellectual property. Thank you in advance for being respectful and honoring our intellectual property Bill Bachrach & Bachrach & Associates, Inc. For further information contact: Bachrach & Associates, Inc.; 8880 Rio San Diego Drive Suite 950; San Diego, CA P: P: or info@billbachrach.com
2 Bachrach & Associates, Inc.
3 Create your Ideal Life in 4 years, or less, by building an Ideal Client Community, by referral only, using the Values-Based Financial Planning turn-key business model.
4 Bachrach & Associates, Inc.
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7 Bachrach & Associates, Inc.
8 Bachrach & Associates, Inc.
9 Bachrach & Associates, Inc.
10 Bachrach & Associates, Inc.
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13 Some Advisors ask good questions. Some Don t.
14 Some Advisors effectively ask the tough questions. Some Don t.
15 Some Advisors listen with empathy. Some Don t.
16 Some Advisors make a sincere, emotional connection with BOTH spouses. Some Don t.
17 Some Advisors convey their Client Value Promise with passion. Some Don t.
18 Some Advisors illustrate key points with compelling stories. Some Don t.
19 Some Advisors effectively answer any question. Some Don t.
20 Some Advisors deliver an amazing client experience. Some Don t.
21 Some Advisors inspire clients to take action on their advice. Some Don t.
22 Some Advisors know how to hold clients accountable to difficult choices. Some Don t.
23 Some Advisors know how to ask for referrals and get them. Some Don t.
24 Some Advisors know how to effectively follow up with referrals and convert referrals to clients. Some Don t.
25 Some Advisors effectively build and lead a team to help serve their clients and grow their business. Some Don t.
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29 Nobody chooses a machine over a really good human. But, in the absence of the option to work with a really good human, why not go with a machine? - Bill Bachrach
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32 Client Value Promise Align your financial choices with your most important goals and most deeply held values. Get your entire financial house in perfect order and keep it that way forever. Have a 10 level of confidence that no matter what happens in the markets, the economy, or the world you will achieve your goals.
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34 Advisor Results Higher up-front planning fees Bigger annual advice fees Revenue from more AUM Revenue from other advice implemented Referrals
35 When your values are clear your decisions are easy. - Roy Disney
36 What s important about money to you?
37 Jonathan Moffat 1 st Qtr Financial Road Map Interviews $15,000 in up-front planning fees 2 Ideal Clients paying his fixed fee of $42,000 / year $114,000 in commissions generated from other advice implemented 29 referrals
38 Dan Osgood 1 st Quarter Financial Road Map Interviews 2 Ideal Clients paying a fixed fee of $24,000 / year 1 Ideal Client a fixed fee of $30,000 / year 4 referrals
39 Dave Johnson 1 st Qtr Financial Road Map Interviews 1 Ideal Client paying his fixed fee of $28,900 / year $20,000 in recurring revenue as a result of AUM 15 referrals
40 Paul Richardson 44 Financial Road Map Interviews $223,311 in recurring revenue as a result of AUM $343,815 in commissions generated from other advice implemented 21 referrals
41 Debbie Pursey I thought I would spend my whole career working with people who have $500,000. The Financial Road Map gave me a process, the skill, and the confidence to acquire clients with millions.
42 Bruce Christie 84 Financial Road Map Interviews completed 36 Ideal Clients Added $672,000 in recurring revenue created 42
43 Don VanLandingham Results 175 Ideal Clients $1.7M recurring revenue $175M of AUM I used the The Financial Road Map to to completely build my business in acquiring all of my Ideal Clients.
44 Mark Little Results 91 Ideal Clients $1.6M Recurring Revenue The Financial Road Map was instrumental to me going from $388,000 of commission revenue a year to $1.6M of recurring revenue per year in 34 months. 44
45 Schedule Your Business Accelerator Consultation Your next step is to schedule a Business Accelerator Consultation with one of our senior coaches. This is a pair of 60-minute online meetings which are recorded and given to you. During these sessions you will answer really good questions to assess the pros and cons of your current business model. You will answer another set of questions to help you discover your best opportunities. Then you will receive advice about what to do to build the business you really want. $500 is a small investment for a couple of hours with a professional asking the right questions to help you discover your blind spots, make corrections, and seize your opportunities. Call (619) for more details or to schedule you Business Accelerator Consultation today.
46 Be one of the best! Quality of Life Financial Success Value delivered to clients
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48 Important Legal Notice This Presentation and all the content on these slides are the intellectual property of Bachrach & Associates, Inc. and Bill Bachrach. These slides are for individual use only. Conversion and / or use of these slides, or any of their content, to any medium without the expressed written consent of Bachrach & Associates, Inc. and / or presenting them to any group, in whole or in part, is expressly prohibited and a violation of the copyright laws that protect this intellectual property. Thank you in advance for being respectful and honoring our intellectual property Bill Bachrach & Bachrach & Associates, Inc. For further information contact: Bachrach & Associates, Inc.; 8880 Rio San Diego Drive Suite 950; San Diego, CA P: or info@billbachrach.com
ations to Novem get your next will: get more referrals, What makes this advance in team
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