Bachrach&Associates, Inc. : Programs : Values Based Financial Planning Office™ Workshop





		Content Coaching Webinar (CCW)
		Academy 1
		Way Of Being™ Workshop
		Communicate To Influence™
		Academy 2
		High Ropes Challenge Course
		VBFP Office
		Purpose & Passion
		Trusted Advisor Recording
		Being Done™ Study Group
		The Committed Advisor Plan™
		Webinars
		Program Policies

Mark will share how to Deliver fully comprehensive financial services through a Best-in-Class Deliverables Team of Subject Matter Experts. You will learn how to build it, delegate it and orchestrate it:

•	Learn and practice the three interviews necessary to identify, investigate & acquire best-in-class professionals to deliver on the promise of the FRM.
•	Review methods of building a list of Best-in-Class candidates to interview.
•	Establish the most important professional to acquire over the next 90 days, based upon your current business situation.
•	Role-play interviews with Best-in-Class professionals in order to "hit the ground running" upon your return to the office.
•	Learn about five client hand-outs which will immediately place you in the "comprehensive" category of advisors and start you down the path of becoming a fully comprehensive financial advisor. Schedule your best clients for all their meetings with over the next 12 months. Clarify what you should be charging clients for fully comprehensive financial services. Establish difinitively which of your current clients will receive fully comprehensive financial services (and which will not) Establish your plan for Non-Ideal Clients so they do not distract you from serving your Ideal Clients and your client acquisition activities. Learn how to delegate all your client progress meeting preparation. Utilize the two tools we teach so that everyone on your (growing) Deliverables Team knows exactly what to do and when. Establish your 90-day written implementation plan.

Webinar

Click Here For Part 1 - VBFPO Pre-Work 1/19/2010

Click Here For Part 2 - VBFPO Pre-Work 1/21/2010

Schedule

Click here for schedule

Hotel Information

Click here for VBFP Office hotel and transportation information

Testimonials

Click here to view testimonials

Slide Show

"This is brilliant! To me, this was always the piece that has been missing in my practice. Thank you so much for all of the time and effort you have put into this project. It was done with perfection and this is a huge step in completing the journey of not only building the ideal client community, but now keeping them intact by actually knowing how to run a true comprehensive planning office and implementing something very few other advisors are doing. I have just changed all of my ideal clients to The Three Meeting Process going forward, which is going to save me 67 meetings from what I was doing before and I am definitely offering them much more service."		Rick Zurbriggen Trusted Advisor Sanibel, Florida
"Mark, I want to thank you for setting up this fantastic website resource - I am so looking forward to using your information to help us become a "well oiled machine" and am enjoying beginning to work extensively with my Administrative Manager with the toolkit. We are totally excited about the value you have brought to our progress meetings and client deliverables processes."		Jack Wenaus Trusted Advisor Edmonton, AB
"Thank you for all the wonderful systems and tools you are putting out on The TrustedAdvisorToolkit.com™ site. What a difference it is making in our office. We find The Three Meeting Process™ diagram extremely useful since my team can simply click on the type of client meeting we are having at the time and find all the appropriate tools, processes and systems categorized by meeting allowing them to be so much more pro-active and in turn freeing up my time to focus more on client acquisition."		Dominique Vercaemert Trusted Advisor Charlotte, NC
"I recently acquired a best-in-class Financial Planner on my Deliverables Team. We sat down with the whole team and mapped out every step of our work flow. How cool it was! Now we have a checklist so we can stay on track. Mark, your Best Way™ tool alone is worth 'the price of admission!'"		Kevin Collier Trusted Advisor Hendersonville, TN
"Mark, The TrustedAdvisorToolkit.com™ site has been very helpful and the guidance has been awesome. It has allowed us to be more concise and consistent with our deliverables. Thanks again for everything."		Tony Lofaso Trusted Advisor West Palm Beach, FL
"My team and I are using The TrustedAdvisorToolkit.com™ site more than I thought we ever would, to use the reports and graphs. I know that these tools enhance my client progress meetings and provide more value to my clients. Mark makes us look so good. Thanks for all the time and talent that you have put into this project."		Ron House Trusted Advisor Warrenton, VA
"You are an inspiration to all of those "one man banders" out there who really want to be the Symphony Conductor! "		Brad Berger Trusted Advisor University Place, WA

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.