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Success Road Map® Request | SUCCESS STORIES | ||||||||||||||||||||||||||||||||||||||||||||||
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“Within you right now is the power to do things you never dreamed possible. This power becomes available to you just as soon as you can change your beliefs.” – Maxwell Maltz ![]() Please fill out the following information so that we can contact you to schedule your Success Road Map® with one of our Accountability Coaches. 5 reasons to have a Success Road Map®:
How long does it take? One hour. What exactly do I get? A 17 x 22-inch color version, suitable for mounting, of your Success Road Map®, complete with your values, your goals, and your success metrics. How much does it cost? It’s complimentary. How can you afford to give away $200 of a coach’s time at no charge? We call it "Altruistic Business Development." One of our beliefs is that doing good things for people is good for business. By putting a tremendous amount of value into the hands of financial advisors and the financial services industry it creates a sense of, "Wow! If BAI adds this much value at no charge, imagine what they might be able to do for me if I was actually a paying client!" Some advisors who have this epiphany become our clients. This approach has been very effective for us and for the advisors we coach for over 20 years. (It’s how we became the #1 success training company for financial advisors.) Are there really no strings attached? Really, no strings attached. About one out of five advisors who have us do their Success Road Map® then seriously evaluate what we do and how we do it and ultimately become clients. The other four appreciate the value we provide, feel good about us, but don’t become clients. That works for us. Try not to be too cynical or skeptical. Sometimes an offer really is as straight-forward and transparent at is appears to be. Schedule your complimentary Success Road Map® interview and find out for yourself. SRM Audios To begin listening just click on the play button. The audio will begin to play.
For additional information, please have a senior executive of your firm (or region) contact BAI (800-347-3707), to determine whether our Corporate Training and Development Program is appropriate for your firm. |
“My Success Road Map® shows all the information important to me in one easy view. It makes it easy to review and adjust key numbers keeping me realistic about what it’s going to take. On the days I am not up to the task, I go to my Success Road Map® top numbers, my income; then I go top the staircase, my values. If I live the values and keep to the tasks needed then the numbers will follow. The end vision comes into view to remind me that all is possible if I just apply myself.” - Peter Washburn “Everyday I look at my Success Road Map® to get centered on what’s really important to me and the goals I am shooting for. This provides me with a constant reminder of the importance of building a successful business that will fuel my personal goals and personal dreams. Reviewing my values on a daily basis helps me stay grounded and pushes me to be disciplined with my client acquisition activities. It propels me to do more of the things that I might typically avoid.” - Derieck Hodges “The Success Road Map® has been a very powerful tool in my life and in the life of my team. For me personally, the Success Road Map® has re-energized and refocused me in times when I really, really needed it. In the good times my Success Road Map® has given me clarity about what my purpose is which has led me to creating action items that allowed me to achieve big goals. In the tough times the Success Road Map® has served as the centering point of inspiration for me.” - Mark Little “The Success Road Map® helps me get and keep focused. It reinforces what is really important and what really is not worth worrying about.” - Irving Foster “My Success Road Map® provides a framework for really thinking and reflecting on success. The word success normally connotes simply making a lot of money, but for me it is not about money it’s about time. With that established, my goals become clearly defined. I am clear about why I come in the office and do the work necessary to acquire clients. The clarity of my purpose is important in putting meaning into what otherwise would be trivial and distasteful tasks.” - Peter Oldziey |
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