Discover The Keys To Successful Client Acquisition


Discover The Keys To Successful Client Acquisition
September 11 | 2:00 – 3:00 pm ET

http://www.youradvisorroadmap.com/fintek-webinar

Do you have a process for attracting the type of clients you REALLY want to be working with?

If YES, could that process be even better so you more quickly get even better results?

If NO, you need one! Otherwise, you’ll get caught up in the cycle of working too many hours, for too little money, and serving too many of the wrong clients!

Join Bill Bachrach on September 11 at 2:00pm ET for a free live training, Client Acquisition Mastery in the New World of Digital Advisors and Disruptive Technology. If you have a sincere desire to work less, get paid more, and work with the ‘right’ clients, you don’t want to miss this free training.

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, you will discover the answers to 4 vital questions:

  • Who should be your target client and why?
  • Why is it easy to “steal” (rescue, as we like to call it) the best clients from established Advisors?
  • What’s the BIG mistake that most advisors make and what to do about it?
  • What are the keys to successful Client Acquisition, like where to find higher-net-worth and convert them to clients?

Bill will also share case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong. Here are just a few examples.

“I thought I’d spend my whole life serving clients with $500k. I now have the skills and confidence to acquire clients that have $2 – $5M. I’ve acquired 7 Ideal Clients who pay my minimum predictable annual fee of $24,000 and generated an additional $152,000 in recurring revenue from AUM” – Debbie P.

“I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!” – Sybil P.

http://www.youradvisorroadmap.com/fintek-webinar