fb pixel

COVID-19 Free Advisor Resources Page

“The battle for client acquisition doesn’t start when the pandemic is over. It’s already begun.” – Bill Bachrach

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.

Upcoming CFD Investments Free Online Trainings:

Mastering Client Acquisition in the ‘New Normal’
presented by Bill Bachrach

Next Date: TBD

Free, Timely, Relevant Web-Training with Bill Bachrach
– Resources you can watch now –

Mastering Client Acquisition In The ‘New Normal’
presented by Bill Bachrach on Tuesday, May 19th
70 minutes + 40 minutes of Q & A

Turn Coronavirus Lemons Into Business Lemonade (40 mins + Q & A)

The New Normal – How To Conduct An Effective Online, Virtual Meeting
(57 mins + Q & A)

Goal Setting In A COVID-19 World
(40 mins + Q & A)

A Client Acquisition Message Every Financial Advisor Needs to Hear
(5 mins)

Resources For Download

Client and Prospect Communication During The Coronavirus Pandemic (PDF)

Coronavirus Special Report - Mayo Clinic (PDF)

Easiest Call You'll Ever Make (PDF)

Coronavirus Emergency Loans - Small Biz Guide (PDF)

Checklist to Help You Implement Effective Online, Virtual Meetings (PDF)

Create Your Ideal Life Vision, Define Your Ideal Business, Develop Your Ideal Client Profile (Free Training Course on AdvisorRoadmap)

"The best way to predict your future is to create it."

The purpose of this free training course is to guide you through exercises which will result in you Creating Your Ideal Life Vision, Defining Your Ideal Business, and Developing Your Ideal Client Profile. Start the training course by creating a login here. Once in, navigate to the Training Center and download the Workbook and click on Chapter 1 to begin.

“We must never become too busy sawing to take time to sharpen the saw.”

– Stephen Covey

Dear Valued Financial Advisers and Valued Financial Professionals:

At cfd Investments, Inc., we strive to serve you each in a Christ-like manner. That means that we need to bring you the best of the best when it comes to support, tools, techniques, quality financial products, and technologies. With that in mind, we have teamed with Bill Bachrach to bring you the AdvisorRoadmap. This is a Virtual Training Platform designed to support you in 4 key areas: 1. Client Acquisition 2. Client Service 3. Leadership 4. Time & Priority Management.

For over 30 years, Bill Bachrach has been training and supporting financial advisers to build high-trust, high-value relationships with clients and prospects. Building off his years of experience, Bill and his team developed the AdvisorRoadmap Virtual Training Platform making Bill’s expertise and the Values-Based Financial Planning philosophy more accessible.

AdvisorRoadmap has helped thousands of advisers build their Ideal Business so they can live their Ideal Life. For this reason we have chosen to partner with Bill to help serve every CFD Financial Adviser at the highest possible level.

The CFD Leadership team has negotiated a special investment rate for all CFD advisers of 50% off. From all of us at the CFD Leadership team, we highly recommend joining the AdvisorRoadmap Virtual Training Platform and we look forward to seeing your personal and professional growth. Click here to learn more and become a member of AdvisorRoadmap!


– Brent Owens, cfd Investments, Inc., President