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Top Advisor Podcast™
Ep. #105 – Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE
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“Most financial advisors work too many hours for too little money for too many of the wrong clients.”
– Bill Bachrach, CSP, CPAE
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If you’re a financial advisor looking to grow your ideal practice, this session is a must-listen.
We unpacked the power of building high-trust relationships and how just 50 ideal clients paying $20,000 a year can transform your business and your life.
NOT LOOKING for this exact model? Keep listening. The principles, strategies, and tactics discussed can apply to any advisory model.
It’s all about asking great questions, truly listening, and focusing on quality over quantity.
Plus, we discuss practical strategies to transition from a busy, overwhelming practice to your dream client base. Unlock the roadmap to results and become the trusted advisor your clients deserve!
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Bill C. and Bill B. Discuss:
- Most advisors work too many hours for too little money and too many of the wrong clients. Want real change? Focus on fewer, ideal clients – quality over quantity. Build a business that funds your ideal life.
- Trust isn’t a sales tactic. It’s the foundation. Skip the features and benefits. Ask real questions and listen deeply. Human connection still trumps everything in the financial advisory world.
- “What’s important about money to you?” That simple question opens up a valuable conversation. Listen without rushing. Silence is powerful. Remember that sometimes people just need extra time to think before revealing what matters most.
- Referrals aren’t automatic. Clients need to trust you at the highest level before risking their relationships for you. Consistent follow-through and genuine care make the difference. Earn that bridge.
- AI is here, but human-to-human connection is what sets trusted advisors apart. Use technology for efficiency, but double down on listening and empathy. Be as analog and human as possible with your clients.
Episode Sponsor:
Connect with Bill Bachrach:
- LinkedIn: https://www.linkedin.com/in/billbachrach/
- Websites
- FREE GIFTS: https://youradvisorroadmap.lpages.co/ideal/
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Grab your copy of “The Hidden Heist” today!
Connect With Bill Cates:
About Our Guest
Bill Bachrach’s thinking, writing, speaking, and training have made him one of the most popular resources in the world for Financial Advisors who seek to build high-trust client relationships, master client acquisition, and emulate the success habits of the Top Advisors. His books are industry best-sellers, and his articles appear in the most prestigious financial services publications around the world.
Bill has delivered over 1,500 presentations for almost every major financial services firm and association, including:
- 11 times at the FPA’s National Convention
- 5 times for the Million Dollar Round Table
- 4 times for Top of the Table
- Keynotes for many of the major industry conferences, both in the U.S. and abroad.
He is a member of 2 Halls of Fame: Financial Planning Magazine’s Hall of Fame as one of our industry’s most influential people and the National Speakers Association’s Hall of Fame for speaking excellence and success. Most importantly, what Advisors learn from Bill Bachrach produces results; results measured by a better experience for the client and a more successful business for the Advisor.
Bill achieved a personal milestone when he completed the Hawaii Ironman triathlon. The 2.4-mile ocean swim, 112-mile bike ride, and 26.2-mile marathon run of the Hawaii Ironman is considered to be the toughest, single-day, athletic event in the world.
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
