84 min listen
Ep 241: Scripting A "Values-Based Financial Planning" Business Development Process with Bill Bachrach
Ep 241: Scripting A "Values-Based Financial Planning" Business Development Process with Bill Bachrach
ratings:
Length:
110 minutes
Released:
Aug 10, 2021
Format:
Podcast episode
Description
Bill Bachrach is the Chairman and CEO of AdvisorRoadMap, a platform that provides training and mentorship to financial advisors to help them better attract and communicate with their ideal clients. Bill is also the creator of the values-based financial planning framework that puts a client’s values and goals at the center of the financial planning conversation, and the creator of the new famous question: “what’s important about money to you?” Listen in as we dive into how Bill’s famous question gives advisors a powerful way to start meaningful conversations with clients and gives prospects the opportunity to communicate the value that they’re looking for from a financial planning relationship. We also discuss in depth how Bill’s framework helps advisors build more trust and relevance with their clients by teaching them how to listen more, say less, ask better questions, and answer questions more effectively and confidently. For show notes and more visit: https://www.kitces.com/241
Released:
Aug 10, 2021
Format:
Podcast episode
Titles in the series (100)
Ep 026: Stop Asking For Referrals And Improve Your Referrability Index Instead with Steve Wershing: Steve Wershing talks about having a niche market and how to make yourself into a referral farmer. by Financial Advisor Success