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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.


– Brent Owens, cfd Investments, Inc., President

“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.


Watch a Trusted Advisor speak about this proven, repeatable, step-by-step process located within the AdvisorRoadmap Virtual Training Platform.


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.

Armando R.

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!

Ron D.

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.

Debbie P.

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!

Shannon H.

The AdvisorRoadmap Virtual Training Platform has given me all the scripts, processes,
and confidence necessary to acquire a $36k flat fee client.

Dave T.

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.

‘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.

“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.

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)

Join the AdvisorRoadmap™ Membership Today!