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.

So, he spent countless hours refining and developing a process that eventually became known as “values-based financial planning.”

For the last 34 years, he’s been teaching advisors around the world this exact process to help them attract and acquire their ideal clients.

We discuss:

• The #1 mistake almost every advisor makes right out of the gate in prospect meetings
• The three ideal outcomes produced consistently from a values-based planning process
• The importance of cultivating a leadership dynamic with clients
• Effectively communicating your services in alignment with the client’s most urgent needs and deepest values
• The three questions you MUST answer to convince wealthy clients to meet with you
• And way more!

To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier