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Client Acquisition Masterclass - Learn Exactly How To Attract & Acquire More Ideal Clients


Complimentary Webcast 


July 18, 2024 | 2:00-3:00 p.m. ET


View On Demand




Bill Bachrach - Expert FA Trainer


Your future Ideal Clients are people with money who are currently doing business with other advisors.


In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.


Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.

You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. What are the 7 Critical Conversations for successful client acquisition mastery?

Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

Tax Aware Investing: More than Just Municipal Bonds


Complimentary Webcast 

July 23, 2024 | 2:00-3:00 p.m. ET





Wesly Pate, CFA ®

Senior Portfolio Manager, Income Research & Management

Benjamin Morris

Portfolio Manager


This program has been accepted for one hour of CE credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.


For many tax-sensitive investors, municipal bonds are the main investment approach to minimizing taxes. However, sometimes paying rather than avoiding taxes may lead to more advantageous outcomes. 

Join this session to help enhance your strategy and elevate your conversations with clients about building tax-optimized portfolios. Wesly Pate of Income Research & Management and Ben Morris of BondBloxx will discuss how to construct portfolios for high tax-bracket investors across a wider opportunity set.

Topics covered will include: 

  • Current dynamics in the municipal and taxable bond markets
  • The case for a holistic approach to tax-aware investing
  • How to select and implement tax-aware ETFs 

This event is intended for Financial Professionals only.

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