Mastery, A Five-Part Web Series


February 2nd; February 23rd; March 1st; March 15th; April 12th


2:00-3:00 pm ET


Click here to register


Registration: $500





Bill Bachrach
Bachrach & Associates, Inc.


Mastery for Financial Professionals.

A five-part web series concentrated on the most crucial and fundamental aspects for being a highly successful financial professional.


Mastery Web Series Overview:

  • Learn how to master the forgotten art of building trust with prospective clients and increase the trust you've earned with existing clients enabling you to generate more revenue per client while decreasing your marketing expenses and efforts.

  • Learn how to master client acquisition by receiving training on how to discover and engage prospective high-net worth clients. Become skillful at recognizing and answering pivotal questions during the first conversation, creating a meaningful connection with each person from the first moment of contact. Remember, each person you meet could be your next client. 

  • Learn how to master the initial client meeting by making a deep emotional connection, helping clients and prospects define their goals, and then benchmarking their current financial reality.

  • Learn how to master articulating your client value promise so you get hired in the first meeting, inspire your clients to do all of their business with you, and generate more referrals.

  • Learn how to master the habits of the most successful financial professionals.

Ready to register? Click here.


In short, by mastering the most crucial and fundamental aspects for being a financial advisor, you will:

  • Have fewer clients while generating more money.

  • Build a huge pool of prospective high-net worth clients.

  • Conduct best-in-class initial client meetings.

  • Get hired immediately and receive more referrals.

What does this mean for you? An improved quality of life working less hours, serving the right type of clients, and making more money.


As George Leonard says: "Mastery isn't reserved for the super talented or even those who are fortunate enough to have gotten an early start. It's available to anyone who is willing to get on the path and stay on it."


Webinar Dates and Titles


February 2nd: Mastering the Art of Building Trust (Foundation Webinar)


February 23rd: Mastery of Client Acquisition: The Initial Conversation and Engaging High-Net Worth Prospects


March 1st: Mastery of the Initial Client Meeting


March 15th: Mastery of Articulating Your Value Promise and Getting Hired


April 12th: Mastering the Habits to be a Highly Successful Financial Advisor


Webinars start at 2:00pm ET, and are approximately 60-minutes in duration. Each webinar contains 30+ minutes of content and 30+ minutes Q&A session. (Recorded video/audio replays are included.


Investment: $500


We look forward to helping you, along your master's journey to building your Ideal Business so you can live your Ideal Life.



Click here to register


Presented by




The Outlook for Actively Managed Fixed Income in an Era of Rising Rates


March 17th

2:00-3:00 pm ET


Complimentary Webcast




Sponsored by




Jonathan Coleman
Anne Kvanbeck

Scott M. Kimball, CFA
Portfolio Manager,

Taplin, Canida & Habacht

Adam Phillips
   Product Specialist, 

Taplin, Canida & Habacht



Though global growth remains a question mark, we believe that fixed income markets should respond well to the new phase of policy and further clarity from the Federal Reserve. With the long-expected divergence in monetary policy now formalized, we continue to view U.S. fixed income as attractive in a global framework. Please join us for a dynamic discussion on where we believe the opportunities for actively managed fixed-income may be found at both the sector and security level.


TCH Fixed Income Team, portfolio managers of the 4-star ASTON/TCH Fixed Income Fund



Accepted for one hour of CE Credit from the CFP Board. Pending IMCA approval.


Click here to register


Presented by

FA logo


Wealth Management For The Money


April 7th


2:00-3:30 pm ET


Click here to register


Registration: $29.99




Russ Prince
Executive Director
Private Wealth Magazine


Based on a recent proprietary study of 803 financial advisors, wealth management is the most profitable business model. It is superior to investment management alone. It is also more profitable than creating a multi-family office. Wealth managers are most likely to be annually earning $1 million or more.


Join Russ Prince, a leading authority on the high-net-worth markets, for a dynamic discussion of the wealth management industry and how to leverage the wealth management model to maximize the personal wealth of financial advisors. Some of the issues that will be covered include:

  • Who are the "ideal clients" for wealth managers?

  • Who are the biggest competitors?

  • How do wealth managers increase assets under management without "selling" investment management services?

  • How do wealth managers keep assets under management across generations?

  • What is the most effective way to profile wealthy clients?

  • How can wealth managers leverage comprehensive longevity planning to create a pipeline of new ultra-wealthy clients?

  • What are the most effective business development strategies?

  • What is the future profit potential for wealth managers?


There are enormous opportunities for wealth managers provided they have the proper infrastructure and know how to capitalize the model. This webcast will provide research-driven insights and actionable strategies for building a highly profitable wealth management practice.


*Each paid attendee will receive a copy of Maximizing Personal Wealth: An Advanced Planning Primer for Successful Business Owners (a $49.99 value).


This webcast will not be recorded.


This webcast has been approved for 1.5 hours of IMCA CE Credit 

Click here to register


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