Special Episode 9: Mastering The Art of Ideal Client Acquisition (July 20)

Filed under: Advisor PACT, Guest host, Bill Bachrach, Webinar

Adding Ideal Clients

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When

Jul 20, 2016
from 08:00 AM to 09:00 AM

Where

Webinar

Contact Name

Mark McKenna Little

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Special Episode 9 (67 minutes)

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Episode Focus Area: Adding Ideal Clients

Mastering The Skill of Acquiring Ideal Clients

Our work together typically focuses upon serving Ideal Clients, once you've acquired them. But before you can deliver Truly Comprehensive Financial Services™, you have to acquire Ideal Clients. While we don't teach or coach you about acquiring Ideal Clients, it is important that you have a highly effective client acquisition process. In this session Bill Bachrach reviews how to effectively conduct the 5 crucial conversations you need to have with every Potential Ideal Client.

Once you master the art of efficiently adding Ideal Clients, then implementing Truly Comprehensive Financial Services™ will radically differentiate you from every other financial advisor so that your Ideal Clients will actively and proactively introduce you to more potential clients than you'll ever need or want. This session is all about the initial steps for adding an Ideal Client, or elevating an existing Non-ideal Client to "Ideal Client Status."