ONLINE TRAINING FOR FINANCIAL ADVISORS
THE ROADMAP FOR ADVISORS:
Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients
Training hosted by Financial Services Industry Expert, Bill Bachrach
THURSDAY - MAY 19th @ 2pm ET
As Featured In
Learn A Proven, Repeatable Client Acquisition Process
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
Register and join us on Thursday, May 19th at 11am PT / 2pm ET and learn The Roadmap for Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients.
Discover The Answers To 5 Vital Questions
CLIENT ACQUISITION
What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions?
IDEAL CLIENTS
Who should your target client be and why?
AVOID THIS MISTAKE
What’s the BIG mistake that most advisors make and what to do about it?
STEAL OR RESCUE
Why is it easy to “steal” (rescue) the best clients from established advisors?
CRITICAL CONVERSATIONS
What are the 7 Critical Conversations for successful client acquisition mastery?
"I used Bill's template that I learned from the online training and called 8 people from my "cold file." One of them, who I hadn't spoken to in 18 months, wanted to talk about money. He has since hired me for financial planning with almost $1 million in investable assets."
— David R.
What You Will Take Away
Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients. Our online training will teach you how to:
01
Make More Money
...by learning how to attract and acquire Ideal Clients who each pay you more annual recurring revenue.
02
Work Fewer Hours
...by not wasting time on unproven and expensive methods of client acquisition that generate less-than-ideal leads and prospects.
03
Serve Fewer Clients
...who pay you $10,000, $20,000 or $30,000 per year (or more).
In order to work fewer hours, acquire the RIGHT clients, and make more money, so you can improve your quality of life, register for this online training.
Bill Bachrach
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.
"I added $50k in new recurring revenue in the first 33 days. I implemented what Bill taught me, and it worked. Thank you for the new $50k in recurring revenue so far."
- Armando R.
"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.
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