48: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part II)

48: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part II)

This is Part II of a two-part conversation. It’s a continuation of Episode 47. I would highly recommend listening to that episode before diving into this one!* When Bill Bachrach started his career as a financial advisor, he was in his mid-20s trying to convince wealthy people in their 50s, 60s, and 70s to leave …

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47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)

47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)

When Bill Bachrach started his career as a financial advisor, he was in his mid-20s trying to convince wealthy people in their 50s, 60s, and 70s to leave their current advisor and entrust him with their life savings. He knew he needed to do something different that would stand out and inspire his prospective clients. …

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46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter

46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter

In an industry that praises the relentless pursuit of growth, Jeremy Walter chose to pursue “enough.” He chose to optimize for satisfaction rather than revenue. But, as Jeremy learned, even crafting a business with intention has its own set of challenges when you’ve been preached “grow, grow, grow” your whole career. Jeremy shares his journey …

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45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony

45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony

The best conversations with clients and prospective clients have two things in common: 1) They create trust and connection that allows the person to open up and share information with you that they’ve likely never shared before 2) They unearth valuable information and stories about the person that provides insights to help them align their …

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44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)

44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)

How many times have you created a goal and vision for your advisory business only to fall short? You came up with the plan to make it happen, but you miss your growth goals while still working too many hours to fully enjoy your life outside of the business. That’s because most people focus first …

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43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)

43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)

How many times have you created a goal and vision for your advisory business only to fall short? You came up with the plan to make it happen, but you miss your growth goals while still working too many hours to fully enjoy your life outside of the business. That’s because most people focus first …

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42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

42: Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida

Meetings are the single most important component of your entire business. Whether it’s a client or a prospective client, it’s the meetings where things actually happen. Meetings are where prospects become clients (or don’t). Dan Smaida, a “Meeting Execution Specialist”, has consulted with over 10,000 advisors on how to use behavioral science and a consultative …

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41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis

41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis

Ever wondered why your clients and prospective clients have failed to take action on your advice despite the fact you’ve shown them exactly how to accomplish their financial goals? This episode is all about developing the skills and techniques to deliver advice that clients actually follow through on. Financial coaching “works to narrow the gap …

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BONUS: The Application of Psychology in Financial Planning

BONUS: The Application of Psychology in Financial Planning

With the future of our profession continuing to shift towards the human side of advice and the CFP Board’s announcement earlier this year that they added “The Psychology of Financial Planning” as a principal knowledge topic, it’s becoming crucial for advisors to start familiarizing themselves with this aspect of the business. At the same time, …

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40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley

40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley

Change and transition are a constant and pivotal part of our clients’ lives. And it’s these moments that can shape both the future of their life and their money. However, successfully guiding clients through the changes and transitions of life requires more than sound technical knowledge and advice.  Susan Bradley coaches advisors around the world …

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