What Advisors Say About The AdvisorRoadmap™ Virtual Training Platform
Our Mission & Values
This is a great business! You have the opportunity to generate the type of income needed to fund the Ideal Life you and your family have always dreamt about, all the while helping your clients do the same.
Then why are the vast majority of financial advisors and professionals working too many hours, serving too many of the wrong clients, for too little money?
In short, subpar training that's more focused on selling products and gathering assets than developing trust.
This problem will not fix itself and we are here to help!
For 35 years we've been helping financial advisors and professionals learn and implement the Values-Based Financial Planning process which is centered around building high-trust client relationships.
Our mission is to help advisors build their Ideal Business, by acquiring Ideal Clients, so they can live their Ideal Life.
"I've always had a hard time acquiring clients. After joining AdvisorRoadmap™, I'm 3 for 3! The first 3 times I used this process I asked for a 5k up-front fee for planning — and got it! That's $15k ROI quickly using this process."
- Shannon H. (Naples, FL)
"I've been an AdvisorRoadmap™ member for 14 weeks and have generated over $300k in annual recurring revenue by simply implementing the process and conducting the Critical Conversations and the Financial Road Map."
- Mark A. (Mt. Pleasant, SC)
Take A Tour of AdvisorRoadmap™
Watch the video below for an 11-minute tour of AdvisorRoadmap™ + learn about a special offer when you become a member today.
Members receive a return-on-investment of $30,000, or MORE... in 90 days, or LESS... BUT you must do the work!
"I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!"
- Sybil P. (Denver, CO)
"I've tried a few different coaching programs and can honestly tell you that the AdvisorRoadmap Platform has provided the most value to my practice."
- David R. (Indian Harbour Beach, FL)
After being a successful advisor himself by creating and implementing a process called Values-Based Financial Planning™, Bill Bachrach went on to be a trainer and coach for other financial advisors worldwide.
Since 1988 Bill Bachrach and his team have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.
For the last 21 years, Bill has led what is known as the Committed Advisor Mastermind Program which consists of a 4-year commitment at $5,000 / month (Yes, your math is correct, a $240k investment for an advisor).
In 2016, Bill and his team launched the AdvisorRoadmap™ Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process at an affordable price.
AdvisorRoadmap™ is Bill Bachrach's legacy to help advisors implement Values-Based Financial Planning™ and build their Ideal Business.
"In the first 90 days, I added 3 new clients with $4.8M of AUM as a result of implementing the process. One of them was an Ideal Client with $2.3M. There’s one more with over $3M who I expect to become a new Ideal Client next week.”
- Alan C. (San Antonio, TX)
How to Build an Ideal Business (with Ideal Clients)
AdvisorRoadmap's turn-key virtual training platform helps you master the communication skills and repeatable processes that are crucial to building high-trust client relationships so you acquire more Ideal Clients and increase the value you provide to your Ideal Clients.
4 Key Areas To Build Your Ideal Business
MASTER CLIENT ACQUISITION
Gain access to the 7 Critical Conversations to increase your skill at rapidly building high-trust relationships with high net-worth prospects so you get hired quickly and more often.
MASTER CLIENT SERVICE
Gain access to a process that exponentially increases the value you provide to existing clients, increasing their trust with you, so they WANT to refer you to all of their friends, family, and colleagues.
Gain access to proven processes and access member-only resources that support you in helping you lead your team, and your clients, so everyone achieves their biggest goals.
MASTER TIME MANAGEMENT
Learn how to stop wasting time on low-payoff activities and focus all your attention on high-payoff activities that are crucial to building Your Ideal Business.
Master Client Acquisition Anytime, Anywhere, on Any Device
With AdvisorRoadmap™ you get 24/7 access to the proven processes located within the virtual training platform. This means you can learn anywhere, on any device, on yourtime.
Choose Your Plan - Annual or Monthly
Choose the pricing plan that works best for you! We offer a single payment of $2,500 or a Monthly Plan option of $300 / month for 12 months.
Remember, this investment in yourself is only a fraction of what you'll earn when you learn how to acquire Ideal Clients the right way.
Your AdvisorRoadmap™ Membership Includes:
A 1-year membership to the AdvisorRoadmap™ Virtual Training Platform.
Instant access to the entire Values-Based Financial Planning turn-key business model.
Training courses, scripts, demonstrations, and interactive real-world practice.
Monthly Coaching Meetings LIVE with Bill Bachrach.
Monthly Expert Interviews featuring industry, communication, and leadership experts.
Access to our 90-Day Success Coaching Program to keep you on track and focused on your goals to maximize your results.
Advisor 24/7 FAQ Database so you get your questions answered 24/7.
Access to our high-value video and article vault.
Daily motivation and accountability.
Interactive weekly lessons.
Access to the AdvisorRoadmap™ app so you can access the training and resources anytime, anywhere.
I can’t believe you’re giving all this away... It’s really WAY too cheap. I’m glad I got in before you figured that out and raised the price to what it’s actually worth.
— Charles T. (Antioch, TN)
More AdvisorRoadmap™ Success Stories (We Can't Wait To Hear Yours)
"I’ve acquired 7 Ideal Clients who pay my minimum annual fee of $24,000. Plus I generated an additional $152,000 in recurring revenue from AUM."
- Debbie (Walnut Creek, CA)
"The AdvisorRoadmap™ Virtual Training Platform has given me all the scripts, processes, and confidence necessary to acquire a $36k flat fee client."
- Dave T. (Breckenridge, CO)
"There is NOTHING, and I mean NOTHING, as good as the AdvisorRoadmap™ Virtual Training Platform. I’ve looked at everything and nothing even comes close! I’ve gone from charging zero for a financial plan to $2,500, and I’m raising my fee to $5,000 based on what I’ve learned so far."
- Frank P. (Oakland, CA)
"Before AdvisorRoadmap™, I was earning $150k per year. After only one year of implementing this process, I grew to $360k. Two years in, I’m over $500k. Thank you!"
- Ron D. (Henrico, VA)
"Without a doubt, AdvisorRoadmap™ has been the best decision I have ever made. In just three weeks, I have already started to transform my practice to the Ideal Practice that I have always envisioned."
- Josh F. (Columbus, OH)
"I added $50k in new recurring revenue in the first 33 days. I implemented, and it worked. Thank you for the new $50k in recurring revenue so far."
- Armando R. (Scottsdale, AZ)
Being a master of client acquisition is a choice, not a personality trait.
Anyone can learn these skills and profit from them.