Bill Bachrach CSP, CPAE

As a result of implementing Values-Based Financial Planning™ you can expect your revenue per client to increase significantly, your overall business revenue to increase substantially, time wasted trying to serve the wrong clients to be dramatically reduced or eliminated, along with the frustration that goes with it. You will enjoy a much greater sense of satisfaction, fulfillment, and well-being from your financial planning business and client relationships.

The crux of this workshop is a tool called the Financial Road Map®. This is a proven process to improve your existing clients relationships to the degree that they upgrade and become either Ideal Clients or clients who do more business with you than they have in the past. The Financial Roadmap is also a powerful initial interview process to be done with prospective clients so that in about an hour they hire you, agree to do all of their business with you, and commit to implement all of your advice at the next meeting. Most advisors also experience an increase in unsolicited referrals as a result of conducting Financial Roadmap interviews with clients and prospects.

The Financial Road Map is often referred to as a “relationship shifter” because of the high level of trust that is built when you ask really good questions, listen with empathy, and advise your clients and prospects to align their financial choices with their most important goals and their most deeply held values.

The implementation of this process differentiates planners from their competitors, exceeds regulatory requirements, and positions the planner to succeed regardless of volatile financial markets, broken governments, or negative world events.

You will learn:

How to create a fully interactive and visually compelling client experience
How to give advice that is values-aligned
How to inspire people to follow-through, implement and stick with their plans, through good times and bad, based on their values
How and why a true, values-based process creates a high-trust client relationship
Why trust is NOT an objective, but a by-product of having an excellent client-centered process, being highly competent, and having the right “way of being”

Learner Outcomes:

You will be more trusted
Your clients will be inspired to take action on your advice
You, your clients, and your prospective clients will have more fun
You will be more referable

The most powerful interview tool you will ever learn to create a giant pipeline of highly qualified Advisors."

Objective:

(A) Provide proven tools for Leaders to fill their pipeline with high quality Advisor candidates.
(B) Motivate new and existing Advisors to consistently execute the daily strategies necessary to achieve high levels of Advisor success.

Content:

How to rapidly build high levels of trust with recruits and Advisors.
How to quickly understand the emotions and values which motivate Advisors to pay the price of true success.
How to integrate these new ideas into existing processes.
How to get good-producing Producers to want to perform for you.
How to avoid being perceived as "just another leader/manager."
How to have a meaningful interview instead of superficial chit-chat.

Benefits to Leaders:

Giant recruiting pipeline of highly qualified Advisors.
Greatly increase understanding of what motivates Advisors to pay the price.
Better retention.
Bring interview skills to the next level.
Better relationships with veteran Advisors.
Shorten time from interview to commitment.
Target serious Advisors only and avoid wasting time with people who will never pay the price.