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“The battle for client acquisition doesn’t start when the pandemic is over.
It’s already begun.” – Bill Bachrach
WATCH THIS VIDEO NOW
Right now is the perfect time to be loading your pipeline with future Ideal Clients. Watch this 2-minute conversation with a real prospect / client that proves it.
THE PROCESS
Watch a Trusted Advisor speak about this proven, repeatable, step-by-step process located within the AdvisorRoadmap Virtual Training Platform.
THE RESULTS
Watch members of the AdvisorRoadmap Virtual Training Platform speak about their results using this proven, repeatable, step-by-step process.
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.
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 AdvisorRoadmap!
I’ve acquired 7 Ideal Clients who pay my minimum predictable annual fee of $24,000 and generated an additional $152,000 in recurring revenue from AUM.
I’ve always had a hard time closing business. After joining the AdvisorRoadmap, I’m 3 for 3! The first 3 times I used your process I asked for a $5k up-front fee for planning – and got it!
The AdvisorRoadmap Virtual Training Platform has given me all the scripts, processes,
and confidence necessary to acquire a $36k flat fee client.
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.
‘Sharpen Your Saw’ Starting Today!
Now, more than ever, it’s time to ‘sharpen the saw’ by improving your Client Acquisition, Client Service, Leadership, and Time / Priority Management skills. All of our proven, scripted, repeatable process are available 24 / 7 on your computer and mobile device.
AdvisorRoadmap is a self-guided, turn-key, virtual training platform that combines interactive training courses, videos, scripts, demonstrations, and many other high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients.
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“Wow…I can’t believe you’re giving all this away! It’s really WAY too cheap, but I’m glad I got in before you figured that out and raised the price to what it’s actually worth.” – Charles T.
Atria AdvisorRoadmap (50% Off - Normally $1,800)
Annual Membership- As an Atria advisor, save $900 (50% off) from the normal AdvisorRoadmap annual investment
- Instant access to the entire Values-Based Financial Planning turn-key business model (Includes Financial Road Map Training)
- Training courses, scripts, demonstrations, and interactive real-world practice designed to get you real results…quickly
- Interactive weekly lessons
- Monthly Live Lessons / Success Webinars with Bill Bachrach
- Monthly Expert Interviews from industry leaders and experts
- High-Value Video & Article Vaults
- Advisor 24/7 FAQ database
- Daily motivation and accountability
- Advisor Forums
Atria AdvisorRoadmap (50% Off - Normally $200)
Annual Membership (paid monthly)- As an Atria advisor, save $100 / month (50% off) from the normal AdvisorRoadmap monthly investment
- Instant access to the entire Values-Based Financial Planning turn-key business model (Includes Financial Road Map Training)
- Training courses, scripts, demonstrations, and interactive real-world practice designed to get you real results…quickly
- Interactive weekly lessons Monthly
- Live Lessons / Success Webinars with Bill Bachrach
- Monthly Expert Interviews from industry leaders and experts
- High-Value Video & Article Vaults
- Advisor 24/7 FAQ database
- Daily motivation and accountability
- Advisor Forums
This investment in yourself is a fraction of the value of just one average client
AdvisorRoadmap™ Virtual Training for Financial Advisors
Ideal Clients = Ideal Business = Ideal Life
“The return on the investment is exponential. I’ve been able to pick up Ideal Clients and I just trust the process…repeatable, systematic, and it works! You can’t win the lotto if you don’t buy the ticket!” – Chad C. (Member Since March 2017)