Bachrach&Associates, Inc. : Programs : Office In Action™ Workshop




		Program Policies
		Content Coaching
		Academy 1
		Way Of Being™ Workshop
		Academy 2
		VBFP Office Workshop
		Trusted Advisor Program™ (TAP)
		Content Coaching Calls (CCC)
		Being Done™ Study Group
		Trusted Advisor Recording Program™ (TARP)

VBFP Office

The VBFP Office Workshop is designed to help you identify what’s required to develop the systems and Deliverables Team that you need to support your effort to serve your Clients as a true Trusted Advisor. At the VBFP Office Workshop, you’ll learn how to:

•	Develop written, documented processes to run everything in your practice with consistency;
•	Hone your deliverables ... the value proposition that distinguishes your services;
•	Work with your Administrative Team to break down, analyze and develop the structure necessary to support your Ideal Client Community and deliver on the promise in the Commitment to Hire™ Conversation in the FRM Interview.
•	Develop a customized plan of action from dynamic demonstrations and exercises to recruit and engage the right Deliverables Team for your VBFP practice.

Schedule

Click here for schedule

Hotel Information

Click here for VBFP Office hotel and transportation information

Testimonials

Coming Soon!

Slide Show

This Program is offered by invitation only and is non-cancelable. Members of your staff are also encouraged to attend to understand their role in the policy and procedural shifts that occur with implementation of the principles of Values-Based Financial Planning™. Please contact your Accountability Coach (800-347-3707) to receive additional information, as well as to determine whether this is an appropriate investment for you for which you may receive an invitation.