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11.19.07
BAI Announces Release of Mastery Series™ 2

Bachrach & Associates, Inc (BAI) announced the release its new Mastery Series™ 2. It represents state-of-the-art training materials that now serve as the prerequisite materials for attending all future Academy 2 events.

Mastery Series™ 2 is a three module series that provides an overview of how to build a practice exclusively through earned, Client referrals. It represents an entirely new body of work that addresses how to create and communicate the value of forming an Ideal Client Community to ensure the quality of service Financial Professionals can deliver to their Clients. It is a significant step in any Financial Professional's journey toward establishing a true, Values-Based Financial Planning™ practice.

Mastery Series™ 2 highlights the behavioral aspects and implementation requirements associated with forming an Ideal Client Community. It clarifies how the experience of Referrals must parallel the experience of the Clients who were inspired to make such introductions. Mastery Series™ 2 also highlights the importance of providing value to all individuals with whom a Financial Professional comes in contact, regardless of whether such individuals ever are invited to join the Ideal Client Community, which is the very essence of Values-Based Financial Planning™.

BAI's President and CEO noted, "The pre-release demand for Mastery Series™ 2 has been overwhelming. Because of the phenomenal value associated with Mastery Series™ 1, the Advisors we serve have been inundating us with requests for Mastery Series™ 2. We are extremely pleased with the way this outstanding new Resource has been received and are excited about having the opportunity to advance the way we serve Financial Professionals in this aspect of building their Values-Based Financial Planning™ practices."


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