Voted one of the Top Business Development / Client Acquisition Training Programs - Michael Kitces (Nerd's Eye View)
If your current approach to client acquisition rarely leads to an Ideal Client you most likely find yourself working too many hours, for too little money, for too many of the wrong clients.
Join the AdvisorRoadmap Virtual Training Platform and receive instant access to
proven, repeatable, step-by-step processes, scripts, and coaching designed to:
For 37 years, this framework has helped thousands of financial advisors master client acquisition and deliver a superior level of value to their clients.
The AdvisorRoadmap Virtual Training Platform is for Financial Advisors and professionals who are committed to mastering client acquisition, attracting and acquiring more high-net-worth clients, and elevating the quality of service they provide.
Join Bill Bachrach, our team at AdvisorRoadmap, and 3,673 other committed financial advisors all working toward a shared mission: serving fewer clients better, earning more, and creating unbreakable loyalty.
If your current approach to client acquisition rarely leads to an Ideal Client you most likely find yourself working too many hours, for too little money, for too many of the wrong clients.
Join AdvisorRoadmap and gain instant access to proven, repeatable, step-by-step processes and scripts designed to:
I can’t believe you’re giving all this away for this low of an investment... 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)
Watch the video below for an 11-minute tour of AdvisorRoadmap™
+ learn about a special offer when you become a member today.
Our members receive a return-on-investment of $30,000 or MORE, in 90 days or LESS.
Need To Talk To A Human First?
Speak to a member of our Advisor Support Team to ensure AdvisorRoadmap™ is the right investment for you.
Click here to schedule time with a member of our Team or call 619.255.4888.
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.
AdvisorRoadmap™ gives you instant access to proven, scripted, and repeatable processes designed to increase your skill, your ability, and your confidence at acquiring Ideal Clients.
These processes have helped thousands of advisors from around the world generate more money, work with the right kind of clients, and have a better work/life balance... and they WILL WORK FOR YOU.
AdvisorRoadmap's turn-key virtual training platform will help 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
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.
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.
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.
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 your time.
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)
FREE TRAINING FOR FINANCIAL ADVISORS:
NextMasterclass Event:
Wednesday, November 19th, 2025
@ 10am PT / 2 pm ET
The Fundamentals of Client Acquisition:
How to Consistently Acquire More Ideal Clients
Click the button below to register.