How to Thrive in the New World of Fiduciary Standard and Digital Advisors
CSP, CPAE, President, Bachrach & Associates
Bill Bachrach is a popular go-to expert for successful financial advisors who strive to be at the top of their profession in terms of client service, business success, and personal quality of life. He has written several industry best-seller books, and his articles have been published in some of the most reputable financial services publications around the world.
Co-hosted by Reverse Mortgage Funding LLC (RMF) and Financial Experts Network
Join webinar host Tom Dickson and guest speaker Bill Bachrach for an important educational webinar, “How to Thrive in the New World of Fiduciary Standard and Digital Advisors.” Bill will explain how the key to success is your ability to acquire and retain Ideal Clients, which depends more on your “people skills” than on your technical ability.
During this how-to webinar, you’ll learn a proven process: The 7 Critical Conversations
• Mastery at the First Conversation
• Mastery at Scheduling the Initial Client Interview
• Mastery at Opening the Initial Client Interview
• Mastery at Making an Emotional Connection
• Mastery at Helping People Define Goals
• Mastery at Financial Benchmarking
• Mastery at Articulating Your Client Value Promise and Getting Hired
Register today at
HECM Loan Specialist, NMLS ID # 1087983 480.440.5182 | firstname.lastname@example.org reversefunding.com/david-lucas
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