What's the difference with The VBFP Office?
ANSWER:
This site is available to any financial advisor without invitation from us. The VBFP Office live training is available only to financial advisors, by invitation only, through Bachrach & Associates, Inc. (858-558-3200):
ONE DAY WORKSHOP AGENDA: Learn and drill the meeting process to recruit and lead an outsourced deliverables team of Best-in-Class Subject Matter Experts in order to orchestrate fully comprehensive financial services:
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How to recruit a Financial Planning Subject Matter Expert (SME)
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How to recruit a Tax Subject Matter Expert (SME)
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How to recruit a Money Management Subject Matter Expert (SME)
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How to recruit an Insurance Subject Matter Expert (SME)
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How to recruit an Estate Planning Subject Matter Expert (SME)
A client progress meeting is also demonstrated live along with The Dry-run Prep Meeting™ (DRPM) with your Deliverables Team which precedes the client meeting.
The TrustedAdvisorToolkit.com™ (TATK) Site objectives:
Specific methods, systems and processes for delegating more to your (growing) Deliverables Team.
- How to delegate meeting preparation for The Three Meeting Process™ (TMP) to your staff and Deliverables Team (DT).
- Video lessons and audio tutorials teach the Deliverables Team (DT) how to create each standardized document and client progress report for each progress meeting within The Three Meeting Process™ (TMP).
- How to delegate administrative tracking of clients and your firm to your staff and Deliverables Team (DT)
- Report templates are provided to help advisors track information across their entire client community (example: client goal report and annual recurring revenue report).
