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Mastery Series™ 1
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The Mastery Series™ 1 contains the prerequisite materials that are required to begin your journey and prepare properly for Academy 1 – Mastering the Road Map. This multimedia Learning Resource includes: |
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Values-Based Financial Planning™: The Art of Creating an Inspiring Financial Strategy
A “primer” on Values-Based Financial Planning™ written from a Client’s perspective |
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Mastery Series™ Module 1
Providing an overview of the Values-Based Financial Planning™ philosophy |
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Mastery Series™ Module 2
A training module – including detailed explanations – for all Conversations associated with the Financial Road Map®
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Mastery Series™ Module 3
A training module that addresses the Way of Being™ associated with serving your Clients as a Trusted Advisor and prepares your for the Way of Being™ Workshop |
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Two (2) Audio CDs
Audio reinforcement of the Modules’ content |
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A Document CD
Documents and tools to enhance training |
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Two (2) DVD
Video demonstrations of conducting a Financial Road Map® interview with a variety of Clients |
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A Financial Road Map® Packet (contains 25 FRMs)
To begin sharing the power of Values-Based Financial Planning™ with your Clients |
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A Three-Month Subscription to the Content Coaching Call Series
A monthly teleconference during which Bill Bachrach (or an Associate) answers content questions concerning your real world experience |
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A Consultation with your Accountability Coach to Create your Success Road Map®
Providing you with a plan for building your practice … and living your life … on purpose |
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Four "Coaching Call Credits " with your Accountability Coach
To help you complete Mastery Series™ 1 and gain personal experience with the principles of Value-Based Financial Planning™ |
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And a …
Values-Based Quality of Life™ Newsletter
VBFP "Quick Start" Newsletter
Quality of Life Enhancer™ Worksheet
Sheet of five (5) Goals "Shield" Labels |
Testimonials
Click here for testimonials
Please go to Investments to acquire a Mastery Series™ 1, or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment. Please also familiarize yourself with BAI’s Return Policy.
Mastery Series™ 2
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Mastery Series™ 2 contains the prerequisite materials that are required to continue your journey and prepare properly for Academy 2 – Mastering the VBFP Referral Process. This multimedia Learning Resource includes: |
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Mastery Series™ Module 4
Providing an overview of the Altruistic Business Development philosophy that is the foundation of the VBFP Referral Process, and sections to help you fully understand your readiness to implement the VBFP Referral Process |
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Mastery Series™ Module 5
A training module – including detailed explanations with assessments for learning and assistance – and the all new Referral Conversations, M.I.S.C Conversation, and the Follow-up Phone Call |
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Mastery Series™ Module 6
A training module – including detailed explanations for learning the Phone Consultation™, and the Self Referral Conversation, and building your Deliverables Team |
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Three (3) Audio CDs
Audio reinforcement of the Modules’ content – including all of the VBFP Referral Conversations and a coached version of the Phone Consultation with a Trusted Advisor |
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A Document CD
Documents and tools to enhance training - to continue building measurement habits started in Mastery Series 1 and create increased awareness of what it takes to consistently add Ideal Clients and build an Ideal Client Community – including all 13 of the Conversations, the VBFP Tracking Form, two Self-evaluation Forms, and the M.I.S.C. Information Tracking Form |
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A DVD
Video demonstrations of f the Conversations that are conducted in person: Referral Conversation at Implementation and Progress Meetings, a Self Referral Conversation, plus a video version of the Phone Consultation |
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Four "Coaching Call Credits" with your Accountability Coach
To help you complete Mastery Series™ 2 and prepare for Academy 2 so that you can effectively build an Ideal Client Community through referrals only |
Testimonials
Click here for testimonials
Ownership of the Mastery Series™ 1 is required as a prerequisite to investment in Mastery Series™ 2 . 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. Please also familiarize yourself with BAI’s Return Policy.
Mastery Series™ 3
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Mastery Series™ 3 contains the prerequisite materials that are required to begin your leadership journey as an independent Trusted Advisor who is building and maintaining a VBFP practice with a well-qualified and highly professional Deliverables Team. This multimedia Learning Resource includes: |
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Module 7
A training module - including detailed explanations - of the philosophy behind the Success Road Map® and how to use it to attract, lead and retain a high-performance Deliverables Team and to create Action Plans that help existing and future Team members achieve their goals and maximize their potential while building an accountability culture that will best serve your Clients |
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Module 8
A training module - including detailed explanations of all steps and Conversations associated with - identifying organizational needs, profiling and screening appropriate Deliverables Team candidates to address those needs, and developing processes to create a truly professional environment that supports a consistently superior experience for your Clients |
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Two (2) Module 7 DVDs
Four video demonstrations of conducting a Success Road Map® interview with a variety of Deliverables Team members, situational training, and learning questions to improve comprehension and retention |
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Module 7 Audio CD
Audio reinforcement of the DVD's content, Values Staircase recaps, alternate openings and summaries, and invitations to experience the Success Road Map® |
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Module 7 Document CD
Documents and tools to enhance training, including a tracking tool |
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A Success Road Map® Packet (contains 25 SRMs)
To begin sharing the power of the Success Road Map® with your Team Members |
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Two (2) Module 7 "Coaching Call Credits " with your Accountability Coach
To help you complete Module 7 and gain personal experience with the use of the Success Road Map® |
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Module 8 DVD
Video demonstrations of leading meetings with your Deliverables Team members and Client Implementation and Progress Meetings, and learning questions to improve comprehension and retention |
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Module 8 Audio CD
Audio reinforcement of the DVD's content, of leading meetings with your Deliverables Team members and Client Implementation and Progress Meetings |
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Module 8 Document CD
Documents to enhance training, as well as relevant forms and tracking tools that can used or modified to fit your business |
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Two (2) Module 8 "Coaching Call Credits " with your Accountability Coach
To help you complete Module 8 and gain personal experience with building a high-performance Deliverables Team to provide the best possible experience for your Clients |
Testimonials
Coming soon!
Ownership of the Mastery Series™ 1 is required as a prerequisite to investment in Mastery Series™ 3. 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. Please also familiarize yourself with BAI's Return Policy.
Leadership Series™ 1
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Leadership Series™ 1 contains the prerequisite materials that are required to begin your journey as a leader of other Advisors and as a person vested with the responsibility attract, lead and retain well-qualified and highly professional Advisors and, potentially, members of the Deliverables Team. This multimedia Learning Resource includes: |
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ALL COMPONENTS OF MASTERY SERIES™ 1, WHICH INCLUDE: |
| • |
Values-Based Financial Planning™: The Art of Creating an Inspiring Financial Strategy
A "primer" on Values-Based Financial Planning™ written from a Client's perspective |
| • |
Mastery Series™ Module 1
Providing an overview of the Values-Based Financial Planning™ philosophy |
| • |
Mastery Series™ Module 2
A training module - including detailed explanations - for all Conversations associated with the Financial Road Map® |
| • |
Mastery Series™ Module 3
A training module that addresses the Way of Being™ associated with serving your Clients as a Trusted Advisor and prepares your for the Way of Being™ Workshop |
| • |
Two (2) Audio CDs
Audio reinforcement of the Modules' content |
| • |
A Document CD
Documents and tools to enhance training |
| • |
Two (2) DVD
Video demonstrations of conducting a Financial Road Map® interview with a variety of Clients |
| • |
A Financial Road Map® Packet (contains 25 FRMs)
To begin sharing the power of Values-Based Financial Planning™ with your Clients |
| • |
A Three-Month Subscription to the Content Coaching Call Series
A monthly teleconference during which Bill Bachrach (or an Associate) answers content questions concerning your real world experience |
| • |
A Consultation with your Accountability Coach to Create your Success Road Map®
Providing you with a plan for building your practice … and living your life … on purpose |
| • |
Four (4) "Coaching Call Credits " with your Accountability Coach
To help you complete Mastery Series™ 1 and gain personal experience with the principles of Value-Based Financial Planning™ |
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And a …
Values-Based Quality of Life™ Newsletter
VBFP "Quick Start" Newsletter
Quality of Life Enhancer™ Worksheet
Sheet of five (5) Goals "Shield" Labels |
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PLUS MODULE 7, WHICH INCLUDES: |
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Module 7
A training module - including detailed explanations - of the philosophy behind the Success Road Map® and how to use it to attract, lead and retain a high-performance Advisors and Deliverables Team members and to create Action Plans that help existing and future Advisors and Team members achieve their goals and maximize their potential while building an accountability culture that will best serve your Clients |
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Two (2) Module 7 DVDs
Four video demonstrations of conducting a Success Road Map® interview with a variety of Advisors and Deliverables Team members, situational training, and learning questions to improve comprehension and retention |
| • |
Module 7 Audio CD
Audio reinforcement of the DVD's content, Values Staircase recaps, alternate openings and summaries, and invitations to experience the Success Road Map® |
| • |
Module 7 Document CD
Documents and tools to enhance training, including a tracking tool |
| • |
A Success Road Map® Packet (contains 25 SRMs)
To begin sharing the power of the Success Road Map® with your Advisors and Team Members |
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Two (2) Module 7 "Coaching Call Credits " with your Accountability Coach
To help you complete Module 7 and gain personal experience with the use of the Success Road Map® |
Testimonials
Coming soon
Please go to Investments to acquire a Leadership Series™ 1, or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment. NOTE: If you all ready own Mastery Series™ 1, please contact your Accountability Coach to acquire Leadership Series™ 1 as you will receive a full credit for your prior investment. Please also familiarize yourself with BAI's Return Policy.
High-Trust Leadership: A Proven System for Developing an Organization of High-Performance Financial Professionals
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This landmark book, written by Bill Bachrach and Norman Levine, is the definitive work on building high-performance practices within the Financial Services industry. It is a primer on how to attract, lead and retain outstanding Financial Professionals. You will learn the critical difference between leadership and management as well as how to create a practice environment that is focused upon inspiring Financial Professionals to achieve their Goals while serving their Clients as true Trusted Advisors. High-Trust Leadership™ is the foundation upon which to build an organization that delivers upon the Values-Based Financial Planning™ philosophy to an Ideal Client Community. |
Testimonials
Coming Soon!
Please go to Investments to acquire copies for you and your team, or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment.
It’s All About Them: How Trusted Advisors Listen for Success
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Co-authored by Bill Bachrach and Steve Shapiro, It’s All About Them provides an exceptional overview of how to refine your listening skills. As Bill Bachrach says, “It’s not about you telling your story. It’s about them telling theirs.” Many Financial Professionals spend so much time describing their credentials, the history of their company, and the products they offer that they never learn what’s important to their Clients … when none of that matters. The only thing that matters is whether the plan you develop helps your Clients achieve their Goals for the reasons that are important to them. It’s All About Them concentrates on the most critical skill you can learn … how to listen to your Clients. If you find that you talk more than you listen … or that you don’t know how to create an environment for your Clients within which the truth can be spoken, heard and believed, then this book is for you. |
Testimonials
Coming Soon!
Please go to Investments to acquire copies for you and your team, or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment.
Other Audio/Visual Offerings
All other BAI audio/visual offerings are focused on addressing specific areas of improvement for the Financial Professionals that we support. As such, we recommend that you only make such investments if you are advised to do so by your Accountability Coach.
Please contact your Accountability Coach (800-347-3707) to receive additional information and to determine whether an additional investment is appropriate for you.
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