Important Legal Notice - eMoney Advisor...

©1988 - 2015 Bachrach & Associates, Inc.

Important Legal Notice

This Presentation and all the content on these slides are the intellectual property of Bachrach & Associates, Inc. and Bill Bachrach. These slides are for individual use only. Conversion and / or use

of these slides, or any of their content, to any medium without the expressed written consent of Bachrach & Associates, Inc. and / or presenting them to any group, in whole or in part, is expressly

prohibited and a violation of the copyright laws that protect this intellectual property.Thank you in advance for being respectful and honoring our

intellectual property.

© 1988 – 2015 Bill Bachrach & Bachrach & Associates, Inc.

For further information contact:Bachrach & Associates, Inc.; 8880 Rio San Diego Drive

Suite 950; San Diego, CA 92108P: P: 619-255-4888

www.billbachrach.com or [email protected]

http://www.baivbfp.com/




mailto:[email protected]


Create your Ideal Life in 4 years, or less, by building an Ideal Client

Community, by referral only, using the Values-Based Financial Planning

turn-key business model.


Some Advisors ask good questions.

Some Don’t.


Some Advisors effectively ask the tough questions.

Some Don’t.


Some Advisors listen with empathy.

Some Don’t.


Some Advisors make a sincere, emotional

connection with BOTH spouses.

Some Don’t.


Some Advisors convey their Client Value Promise

with passion. Some Don’t.


Some Advisors illustrate key points with

compelling stories. Some Don’t.


Some Advisors effectively answer any

question. Some Don’t.


Some Advisors deliver an amazing client

experience. Some Don’t.


Some Advisors inspire clients to take action on

their advice. Some Don’t.


Some Advisors know how to hold clients accountable

to difficult choices. Some Don’t.


Some Advisors know how to ask for referrals

and get them. Some Don’t.


Some Advisors know how to effectively follow up

with referrals and convert referrals to clients.

Some Don’t.


Some Advisors effectively build and lead a team to help serve their clients

and grow their business. Some Don’t.


“Nobody chooses a machine over a

really good human. But, in the absence

of the option to work with a really good human, why

not go with a machine?”

- Bill Bachrach


Align your financial choices with your most important goals and most deeply held values.Get your entire financial house in perfect order and keep it that way forever.Have a 10 level of confidence that no matter what happens in the markets, the economy, or the world you will achieve your goals.

Client Value Promise


Higher up-front planning feesBigger annual advice feesRevenue from more AUMRevenue from other advice implementedReferrals

Advisor Results

“When your values

are clear yourdecisions are

easy.” - Roy Disney



What’s important

about money…to you?

Jonathan Moffat 1st Qtr 2015

5 Financial Road Map® Interviews $15,000 in up-front planning fees2 Ideal Clients paying his fixed fee of $42,000 / year $114,000 in commissions

generated from other advice implemented

29 referrals


Dan Osgood 1st Quarter 2015

8 Financial Road Map® Interviews

2 Ideal Clients paying a fixed fee of $24,000 / year1 Ideal Client a fixed fee of $30,000 / year4 referrals


Dave Johnson 1st Qtr 2015


1 Ideal Client paying his fixed fee of $28,900 / year

$20,000 in recurring revenue as a result of AUM

15 referrals


Paul Richardson


$223,311 in recurring revenue as a result of AUM

$343,815 in commissions generated from other advice implemented

21 referrals


Debbie Pursey

“I thought I would spend my whole career working with

people who have $500,000. The Financial Road Map®

gave me a process, the skill, and the confidence to

acquire clients with millions.”

42

Bruce Christie

84 Financial Road Map® Interviews completed

36 Ideal Clients Added$672,000 in recurring revenue

created

Don VanLandingham Results

175 Ideal Clients $1.7M recurring

revenue $175M of AUM

“I used the The Financial Road Map® to to completely build my business in acquiring all of my Ideal Clients.”

44

Mark Little Results

91 Ideal Clients $1.6M Recurring Revenue

“The Financial Road Map® was instrumental to me going from $388,000 of commission revenue a year to $1.6M of

recurring revenue per year in 34 months.”

Schedule Your Business Accelerator Consultation

Your next step is to schedule a Business Accelerator Consultation with one of our senior coaches. This is a pair of 60-minute online

meetings which are recorded and given to you. During these sessions you will answer really good questions to assess the pros and cons of your current business model. You will answer another set of questions to help you discover your best opportunities. Then you will receive advice about what to do to build the business you really want. $500 is a small investment for a couple of hours with a professional asking the right questions to help you discover your

blind spots, make corrections, and seize your opportunities.

Call (619) 255-4888 for more details or to schedule youBusiness Accelerator Consultation today.


Value delivered to clients

Quality of Life

Financial Success

Be one of the best!


Important Legal Notice

This Presentation and all the content on these slides are the intellectual property of Bachrach & Associates, Inc. and Bill Bachrach. These slides are for individual use only. Conversion and / or use

of these slides, or any of their content, to any medium without the expressed written consent of Bachrach & Associates, Inc. and / or presenting them to any group, in whole or in part, is expressly

prohibited and a violation of the copyright laws that protect this intellectual property.Thank you in advance for being respectful and honoring our

intellectual property.

© 1988 – 2015 Bill Bachrach & Bachrach & Associates, Inc.

For further information contact:Bachrach & Associates, Inc.; 8880 Rio San Diego Drive

Suite 950; San Diego, CA 92108P: 619-255-4888

www.billbachrach.com or [email protected]







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