By Special Invitiation Only: How to Thrive in the New World of Fiduciary Standard and Digital Advisors

  • Tuesday, March 29, 2016
  • 9:00 AM - 10:00 AM
  • Webinar

How to Thrive in the New World of Fiduciary Standard and Digital Advisors


Featuring guest speaker:


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.


Tuesday, March 29, 2016 | 12 – 1 pm ET

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


Participation is free, but space is limited.

Register today at

For information about reverse mortgages, please contact me today:



HECM Loan Specialist, NMLS ID # 1087983 480.440.5182 |

FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us:

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283

Connect with Us!

Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix.