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Over the past 22 years, BAI has gained a great deal of insight into the typical questions, issues and concerns Financial Professionals face in transitioning their practice from a sales-centric, product-driven mentality to a client-centric philosophy that is founded upon the establishment of high-trust client relationships and the delivery of high-quality services that will help Clients achieve their goals. To address those subjects, we’ve authored responses that address Frequently Asked Questions and General Issues so you can have 24/7 access to what is, in effect, our “automated” Accountability Coach. We have also repeatedly heard the excuses that are typically offered by Financial Professionals as an excuse for failure (or not taking action). As Bill Bachrach says, “It is always better to succeed, than it is to fail with an excuse … even if it’s a really good excuse.” Hopefully, you will not fall into the trap of accepting any excuse for failure. You will stay focused on your Goals and always do what is necessary to achieve them. In the event that you occasionally “slip,” we suggest you read our Frequently Offered Excuses section, which we call the FOEs™ to your success. If you are going to offer an excuse … please be creative enough to come up with something new! |
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