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Success Road Map^® Request

SUCCESS STORIES

Watch Advisor testimonials

“My Success Road Map® shows all the information important to me in one easy view. It makes it easy to review and adjust key numbers keeping me realistic about what it’s going to take. On the days I am not up to the task, I go to my Success Road Map® top numbers, my income; then I go top the staircase, my values. If I live the values and keep to the tasks needed then the numbers will follow. The end vision comes into view to remind me that all is possible if I just apply myself.”
- Peter Washburn

“Everyday I look at my Success Road Map® to get centered on what’s really important to me and the goals I am shooting for. This provides me with a constant reminder of the importance of building a successful business that will fuel my personal goals and personal dreams. Reviewing my values on a daily basis helps me stay grounded and pushes me to be disciplined with my client acquisition activities. It propels me to do more of the things that I might typically avoid.”
- Derieck Hodges

“The Success Road Map® has been a very powerful tool in my life and in the life of my team. For me personally, the Success Road Map® has re-energized and refocused me in times when I really, really needed it. In the good times my Success Road Map® has given me clarity about what my purpose is which has led me to creating action items that allowed me to achieve big goals. In the tough times the Success Road Map® has served as the centering point of inspiration for me.”
- Mark Little

“The Success Road Map® helps me get and keep focused. It reinforces what is really important and what really is not worth worrying about.”
- Irving Foster

“My Success Road Map® provides a framework for really thinking and reflecting on success. The word success normally connotes simply making a lot of money, but for me it is not about money it’s about time. With that established, my goals become clearly defined. I am clear about why I come in the office and do the work necessary to acquire clients. The clarity of my purpose is important in putting meaning into what otherwise would be trivial and distasteful tasks.”
- Peter Oldziey

A message from Bill Bachrach

Trusted Advisors Message

Have you ever felt unfocused or un-energized? Have you ever wished you had a plan or guide to follow during hard times? Your Success Road Map will not only get you focused, it will KEEP you focused, all while boosting your energy and allowing you to leverage your time and efforts.

For over a generation, BAI has been helping Financial Advisors like you achieve a higher level of success by building high-trust client relationships. Our Accountability Coaches will work side-by-side with you to create accurate and measurable action items and goals that will allow you and your business to begin your Values-Based Financial Planning Journey.

The road to your Ideal Life is before you. Now is the time to attract Ideal Clients, build an Ideal Client Community, deliver a superior experience to your clients and achieve a higher-level of success.

Please fill out the following information so that we can contact you to schedule your Success Road Map® with one of our Accountability Coaches.

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“Within you right now is the power to do things you never dreamed possible. This power becomes available to you just as soon as you can change your beliefs.”
– Maxwell Maltz

Success Road Map™ Financial Road Map™

5 reasons to have a Success Road Map^®:

Clarify your Values
Define your Goals in a more detailed and inspiring way
Benchmark your professional and personal success metrics in a Now - Be - By When Gap Analysis format
Your Success Road Map^® is a great foundation for an effective business plan
Your Success Road Map^® is a powerful source of daily inspiration to help you remain focused to do your highest payoff activities, particularly on those days when you don’t feel like it

How long does it take?
One hour.

What exactly do I get?
A 17 x 22-inch color version, suitable for mounting, of your Success Road Map^®, complete with your values, your goals, and your success metrics.

How much does it cost?
It’s complimentary.

How can you afford to give away $200 of a coach’s time at no charge?
We call it "Altruistic Business Development." One of our beliefs is that doing good things for people is good for business. By putting a tremendous amount of value into the hands of financial advisors and the financial services industry it creates a sense of, "Wow! If BAI adds this much value at no charge, imagine what they might be able to do for me if I was actually a paying client!" Some advisors who have this epiphany become our clients. This approach has been very effective for us and for the advisors we coach for over 20 years. (It’s how we became the #1 success training company for financial advisors.)

Are there really no strings attached?
Really, no strings attached. About one out of five advisors who have us do their Success Road Map^® then seriously evaluate what we do and how we do it and ultimately become clients. The other four appreciate the value we provide, feel good about us, but don’t become clients. That works for us.

Try not to be too cynical or skeptical. Sometimes an offer really is as straight-forward and transparent at is appears to be. Schedule your complimentary Success Road Map^® interview and find out for yourself.



Click here to learn about upcoming and archived Webinars to help you better serve your clients and build your business in today's economy.	Click here to learn about Audio downloads of interviews and speeches by Bill Bachrach to help you better serve your clients and build your business in today's economy.	Click here to access articles to help you better serve your clients and build your business in today's economy.	Click here to learn how a complimentary Success Road Map consultation can help you make this your best year ever - especially in this economy.	Click here to receive your complimentary copy of the 'Roadmap to Success' book authored by Bill Bachrach, Ken Blanchard and Stephen Covey.
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