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 The Committed Advisor Plan™ ("CAP") is a two-year program offered by Bachrach & Associates, Inc. (BAI) for serious Advisors committed to achieving their Being Done™ date shown on their Success Road Map®.
CAP is a grouping of key BAI Resources, Programs and Services that best position Advisors for success in achieving their Values-Based Financial Planning™ business goals in their identified timeframes.
KEY ELEMENTS OF CAP:
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Provides all key BAI Resources, Programs and Services |
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Nominal up-front investment required |
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Predetermined (and fixed) monthly investment |
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Significant Preferred Pricing provided on several elements in CAP |
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"Zero % Interest" Investment Program |
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Credit given for current enrollments in Resources & Programs (e.g.; CCC, CASG, Newsletters, Books) |
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Two-year commitment period (fees for early termination) |
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Only for Committed Advisors |
VALUE TO THE ADVISOR:
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Resources, Programs and Services are customizable to each Advisor |
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Additional Resources & Programs may be included at Advisor’s option
Flexible up-front investment |
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Allows Advisor to better plan and implement needed investments in himself/herself |
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Renewable every two years as needed |
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No charge for taking advantage of the time value of money; gives Advisors additional cash flow during the term of the program |
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Current enrollments count towards the CAP commitment, thereby reducing Advisors’ overall investment |
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Ensures Advisor can make the right investment at the right time, without money delaying the decision, allowing needed skills to be attained/improved |
| CAP PROGRAM CONTENTS |
RESOURCES |
| VBFP Academy CD's |
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8 Sets |
| The Switched-On Trusted Advisor Workshop CD's |
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1 Set |
| VBFP Office™ Workshop CD's |
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1 Set |
| Mastery Series™ 2 & Mastery Series™ 3 |
| Quality of Life Enhancer™ Exercise |
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1 Pad of 50 |
| Values-Based Quality of Life™ Newsletters |
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2 Year Subscription |
Values-Based Financial Planning Books |
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100 Minimum |
| PROGRAMS |
| Content Coaching Webinars |
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2 Years |
| VBFP Academies |
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8 Enrollments |
| The Swtiched-On Trsuted Advisor Workshop |
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1 Enrollment |
| VBFP Office™ Workshop |
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1 Enrollment |
Committed Advisor Study Group |
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2 Years |
| Trusted Advisor Recording Program™ (TARP) |
| SERVICES |
| Accountability Coaching: |
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2 Accountability Coaching calls each month with your ACC |
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Each call up to 30 minutes in length |
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48 calls total during 24 months |
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Advisor & ACC can redistribute calls/length as appropriate (24 hours maximum) |
| OTHER |
| Preferred Pricing: |
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Generally discounted 20% |
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VBFP Books |
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Custom Book Photo Shoot |
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VBQOL Newsletters |
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Academy/Workshop CD's |
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FRM/SRM Packages |
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QOL Pads |
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Other Books & Misc. Resources |
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