Articles
03.15.08
BAI Announces New Webinar Series

Bachrach & Associates, Inc. (BAI), a San Diego-based firm that provides professional development programs to the financial services industry, recently announced a series of webinars designed to help financial advisors improve their business performance. The series, entitled "How to Build a SMART Values-Based Financial Planning™ Business," was developed by Les Lyons, Vice President of Operations for BAI.

Mr. Lyons said, "We wanted to develop a one-hour, web-based workshop for advisors who want to take their financial planning businesses to the next level. The Webinar helps advisors better understand the current state of their businesses and compares it to the type of business they could have."

"We help them apply a series of analytical tools that assess where they are in their businesses," Lyons went on to say. "Many have businesses that are barely surviving, and the advisors are just trying to pay their bills. We show them how they can build smart businesses and actually thrive, with a career and personal life that they truly love. We also give them a realistic assessment of what it's going to take in terms of time and money to get to that next level of performance."

Initial participants have found the webinars to be quite valuable. "It makes you open your eyes to what's really happening in your business and why you may be stuck in a rut you can't seemed to get out of." BAI's Values-Based Financial Planning™ philosophy redirects the focus of advisors and helps them recognize the need to put the client first. While this philosophy challenges the more traditional product-centric nature of the industry, it creates a radical improvement in advisors' performance and job satisfaction, and their clients prefer it as well.

Lyons said, "It all about building a smart business. If you create an exceptional experience for your clients, everything else takes care of itself. Delighted clients refer their friends and family members because they want to share the outstanding service they receive. As a result, advisors do not need to waste the time they traditionally spent prospecting for new clients and can instead spend that time providing an even higher quality of service to their client community."

Interested advisors can go to http://www.baivbfp.com/news.html#news_events for an updated list of dates and times for the "How to Build a SMART Values-Based Financial Planning™ Business" webinar and to register. Participation is currently offered without charge as one of BAI's pro bono contributions to the financial services industry. To listen to a few brief testimonials from Advisors that have already attended a recent Webinar, please adjust your speaker volume and click here.


11.19.07
BAI Announces Release of Mastery Series™ 2

Bachrach & Associates, Inc (BAI) announced the release its new Mastery Series™ 2. It represents state-of-the-art training materials that now serve as the prerequisite materials for attending all future Academy 2 events.

Mastery Series™ 2 is a three module series that provides an overview of how to build a practice exclusively through earned, Client referrals. It represents an entirely new body of work that addresses how to create and communicate the value of forming an Ideal Client Community to ensure the quality of service Financial Professionals can deliver to their Clients. It is a significant step in any Financial Professional's journey toward establishing a true, Values-Based Financial Planning™ practice.

Mastery Series™ 2 highlights the behavioral aspects and implementation requirements associated with forming an Ideal Client Community. It clarifies how the experience of Referrals must parallel the experience of the Clients who were inspired to make such introductions. Mastery Series™ 2 also highlights the importance of providing value to all individuals with whom a Financial Professional comes in contact, regardless of whether such individuals ever are invited to join the Ideal Client Community, which is the very essence of Values-Based Financial Planning™.

Terry O'Hara, BAI's President and CEO noted, "The pre-release demand for Mastery Series™ 2 has been overwhelming. Because of the phenomenal value associated with Mastery Series™ 1, the Advisors we serve have been inundating us with requests for Mastery Series™ 2. We are extremely pleased with the way this outstanding new Resource has been received and are excited about having the opportunity to advance the way we serve Financial Professionals in this aspect of building their Values-Based Financial Planning™ practices."

05.18.07
BAI Launches New “Look and Feel”

BAI’s President and CEO, Terry O’Hara, introduced BAI’s new “look and feel” at the firm’s most recent Academy 1. BAI’s new logo, with its pyramid and integrated starburst pattern, drew a great round of applause from the audience. O’Hara shared images of how the logo would be applied to all of BAI’s Programs and Resources. Near the end of the presentation, the audience’s attention was directed to the back of the darkened room where all the new materials were unveiled in a spotlighted display. The audience erupted into a long, sustained round of applause and received the new “look” extremely well.

O’Hara thanked Red Lizard Creative for its contribution to the design project. Red Lizard’s President, Lynne Fruehling, was introduced to the crowd and later hosted a table at lunch to address the marketing questions of interested participants. (If you have a need for marketing assistance, see Red Lizard Creative in the Strategic Partner’s section of our website.)

O’Hara also thanked and introduced Ven Nanduri, President of Technology Builders, for his company’s contribution to the technical design of BAI’s new website. Mr. Nanduri also hosted a table at each of the lunches over the three days of the Academy to answer participant’s questions on IT issues. (If you have a need for IT expertise, see Technology Builders in the Strategic Partner’s section of our website.)


05.18.07
BAI Releases a New Financial Road Map®, Success Road Map®, Quality of Life Enhancer™ Worksheet, Values-Based Quality of Life™ Newsletter, Values-Based Financial Planning book cover, et al.

BAI’s President and CEO, Terry O’Hara, introduced a series of resource improvements at the firm’s most recent Academy 1. These improvements impacted Financial Road Map®, Success Road Map®, Quality of Life Enhancer™ Worksheet, Values-Based Quality of Life™ Newsletter, Values-Based Financial Planning book cover, as well as other materials.

Tied to the firm’s new “branding” program, many of the changes were designed to make the Resources more aesthetically appealing and representative of their professional importance.  However, many others were driven by feedback received from Financial Professionals and their Clients to enhance usability and content.

The audience greeted the changes with a standing ovation. Long-time devotees of Values-Based Financial Planning™ commented on how dramatically the Resources had evolved to a new level of professionalism. We hope that you enjoy them as well.


05.18.07
BAI Announces New Mastery Series™ 1

BAI’s President and CEO, Terry O’Hara, introduced BAI’s new Mastery Series™ 1 at the firm’s most recent Academy 1. Mastery Series™ 1 represents the state-of-the-art training materials that serve as the prerequisite materials for attending all future Academy 1 events.

Mastery Series™ 1 is a three module series that replaces the former Mastery System, which is being retired. Module 1 provides an overview of the Values-Based Financial Planning™ philosophy as well as insight into how to get the greatest value out of the materials. Module 2 focuses on how to conduct the Financial Road Map® Interview and all of the surrounding Conversations. Module 3 addresses the issue of establishing a Trusted Advisor’s Way of Being™.

The new materials were met with a standing ovation from the audience. O’Hara introduced Rebecca Everett, Vice President of Training and Development, and Lisa Pomerleau, Director of Deliverables to the crowd. Ms. Everett, a world-class expert in adult learning theory, directed the development of the content of Mastery Series™ 1, while Ms. Pomerleau directed the development of the layout and physical properties of Mastery Series™ 1. The crowd acknowledged both of their contributions with vigorous applause.


01.18.08
Branding Briefcase
Advisors gained their first exposure to Red Lizard Creative's new Branding Briefcase DVD at BAI's Academy 2 on January 18, 2008. The Branding Briefcase is specifically designed to provide customizable marketing materials for Financial Advisors who implement BAI's Values-Based Financial Planning™ philosophy. It offers easy, turnkey identity and brand positioning to ensure Advisors stand out and stand strong. Essentially an in-house marketer, the DVD is designed to help Advisors use their client knowledge to tell their story effectively - in words and images that resonate and inspire Clients and their Referrals.

Red Lizard Creative is the same firm that designed BAI's new logo and the new "look and feel" of its Resources and website. Having participated in BAI's strategic planning meetings as well as various Academies and workshops, Red Lizard Creative is uniquely positioned to understand Values-Based Financial Planning™ philosophy and to help Advisors communicate with their Clients in a way that is congruent with that philosophy.

The DVD is now available for $2,800 with two hours of live support included. Call Liz Ireland at (858) 453-3761 or email liz@redlizardcreative.com to learn more about the Branding Briefcase and to invest in this advanced way to create a stronger brand presence in the community you serve.

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Events

July 10-12, 2008
Academy 1 – at the Marriott Del Mar in San Diego

July 13 , 2008
Way of Being™ Workshop with Doug Carter – At the Marriott Del Mar in San Diego

May 16-18 , 2008
Academy 2 – At the Marriott Del Mar in San Diego

May 19 , 2008
Office in Action™ Workshop with Mark Little – At the Marriott Del Mar in San Diego

Webinar: How to Build a SMART Values-Based Financial Planning™ Business
Schedule:
Monday May 12, 2008 @ 3 pm (PST)
4 pm (MDT)
5 pm (CDT)
6 pm (EDT)
11 pm London
Midnight Johannesburg, S. Africa
8 am (Tues) Sydney, Australia
10 am (Tues) Auckland, New Zealand

Wednesday May 21, 2008 @ 9 am (PST)
10 am (MDT)
11 am (CDT)
12 noon (EDT)
5 pm London
6 pm Johannesburg, S. Africa
2 am (Tues) Sydney, Australia
4 am (Tues) Auckland, New Zealand

Friday May 30, 2008 @ 12 noon (PST)
1 pm (MDT)
2 pm (CDT)
3 pm (EDT)
8 pm London
9 pm Johannesburg, S. Africa
5 am (Sat) Sydney, Australia
7 am (Sat) Auckland, New Zealand

Tuesday June 10,2008 @ 12 noon (PST)
1 pm (MDT)
2 pm (CDT)
3 pm (EDT)
8 pm London
9 pm Johannesburg, S. Africa
5 am (Wed) Sydney, Australia
7 am (Wed) Auckland, New Zealand

Wednesday June 18, 2008 @ 8 am (PST)
9 am (MDT)
10 am (CDT)
11 noon (EDT)
5 pm London
6 pm Johannesburg, S. Africa
1 am (Thurs) Sydney, Australia
3 am (Thurs) Auckland, New Zealand

Monday June 30,2008 @ 3pm (PST)
4 pm (MDT)
5 pm (CDT)
6 pm (EDT)
11 pm London
Midnight Johannesburg S. Africa
8 am (Tues) Sydney Australia
10 am (Tues) Auckland New Zealand

Register by sending an e-mail to: webinar@baivbfp.com

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Schedules

Academy and Workshop

Content Coaching Calls (CCC)

Being Done™ Study Group #9

Being Done™ Study Group #10

Being Done™ Study Group #11

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Subscriptions

Order your free subscription to The Trusted Financial Advisor™, the monthly electronic newsletter (distributed via e-mail) that’s designed to help you “stay plugged in” to what’s going on at BAI. Each newsletter contains an inspiring article as well as a “Coaching Corner” and links to our website to keep you fully informed. There is no cost or obligation, and you may “unsubscribe” at any time.

The Trusted Financial Advisor™ is offered as a community service to the Financial Services industry. It’s also a gift of value that you are encouraged to share with your peers. We encourage you to help us realize our Vision of “transforming the Financial Services into a true profession” by spreading the word and excitement of Values-Based Financial Planning™ throughout the entire industry … and we thank you in advance for your support.

Click here to order your free subscription to The Trusted Financial Advisor™.

Click here to send a subscription to an associate.

The Trusted Financial Advisor™ (Free)

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