important legal notice - emoney advisor...
Post on 08-Jul-2020
0 Views
Preview:
TRANSCRIPT
©1988 - 2015 Bachrach & Associates, Inc.
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.
© 1988 – 2015 Bill Bachrach & Bachrach & Associates, Inc.
For further information contact:Bachrach & Associates, Inc.; 8880 Rio San Diego Drive
Suite 950; San Diego, CA 92108P: P: 619-255-4888
www.billbachrach.com or info@billbachrach.com
©1988 - 2011 Bachrach & Associates, Inc.
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.
©1988 - 2011 Bachrach & Associates, Inc.
©1988 - 2011 Bachrach & Associates, Inc.
©1988 - 2011 Bachrach & Associates, Inc.
©1988 - 2011 Bachrach & Associates, Inc.
©1988 - 2011 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors ask good questions.
Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors effectively ask the tough questions.
Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors listen with empathy.
Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors make a sincere, emotional
connection with BOTH spouses.
Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors convey their Client Value Promise
with passion. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors illustrate key points with
compelling stories. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors effectively answer any
question. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors deliver an amazing client
experience. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors inspire clients to take action on
their advice. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors know how to hold clients accountable
to difficult choices. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors know how to ask for referrals
and get them. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors know how to effectively follow up
with referrals and convert referrals to clients.
Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
Some Advisors effectively build and lead a team to help serve their clients
and grow their business. Some Don’t.
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
“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
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
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.
Client Value Promise
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
Higher up-front planning feesBigger annual advice feesRevenue from more AUMRevenue from other advice implementedReferrals
Advisor Results
“When your values
are clear yourdecisions are
easy.” - Roy Disney
©1988 - 2015 Bachrach & Associates, Inc.
©1988 - 2015 Bachrach & Associates, Inc.
What’s important
about money…to you?
Jonathan Moffat 1st Qtr 2015
5 Financial Road Map® Interviews $15,000 in up-front planning fees2 Ideal Clients paying his fixed fee of $42,000 / year $114,000 in commissions
generated from other advice implemented
29 referrals
©1988 - 2015 Bachrach & Associates, Inc.
Dan Osgood 1st Quarter 2015
8 Financial Road Map® Interviews
2 Ideal Clients paying a fixed fee of $24,000 / year1 Ideal Client a fixed fee of $30,000 / year4 referrals
©1988 - 2015 Bachrach & Associates, Inc.
Dave Johnson 1st Qtr 2015
8 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
©1988 - 2015 Bachrach & Associates, Inc.
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
©1988 - 2015 Bachrach & Associates, Inc.
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
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.”
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) 255-4888 for more details or to schedule youBusiness Accelerator Consultation today.
©1988 - 2015 Bachrach & Associates, Inc.
Value delivered to clients
Quality of Life
Financial Success
Be one of the best!
47
©1988 - 2015 Bachrach & Associates, Inc.
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.
© 1988 – 2015 Bill Bachrach & Bachrach & Associates, Inc.
For further information contact:Bachrach & Associates, Inc.; 8880 Rio San Diego Drive
Suite 950; San Diego, CA 92108P: 619-255-4888
www.billbachrach.com or info@billbachrach.com
top related