FREE 1-HOUR TRAINING:
June 19th, 2025 @ 2pm ET
Client Acquisition Masterclass:
Your Road Map To More Ideal Clients
"The most valuable training in the financial services industry."
Break free from the 'mediocre middle' and stop working too many hours,
for too little money, trying to serve too many of the wrong clients.
The Client Acquisition Masterclass is a free 1-hour training designed to help you acquire more Ideal Clients.
This live session is packed with actionable strategies, including:
- The Ideal Client Formula – Who your target clients should be, where to find them, and exactly what to say and do to win their business.
- The #1 Mistake Most Advisors Make – Avoid this costly error that’s keeping you from landing high-net-worth clients.
- Steal or Rescue – Why top clients switch advisors and how to position yourself as the clear choice with high net-worth clients.
- Critical Conversations – Learn a proven, scripted, repeatable, trust-building process for attracting & acquiring high-net-worth clients (tested and refined for 37+ years).
The difference between top financial advisors and those stuck in the ‘mediocre middle’ isn’t luck—it’s mastering the skills, confidence, and strategy to consistently acquire Ideal Clients (High-Net-Worth Clients) and that's exactly what the Client Acquisition Masterclass is designed to equip you with.
This training is 100% FREE but seating is limited - Register today and add to your calendar.
93% of financial advisors work too many hours, for too little money, trying to serve too many of the wrong clients!
5 Key Takeaways From The Masterclass:
CLIENT ACQUISITION
Learn the best (and only) definition of Client Acquisition that will guide all of your decisions, focus, and actions.
IDEAL CLIENTS
Learn who should be your Ideal Client and how to find them.
AVOID THIS MISTAKE
Discover the BIG mistake that most advisors make when it comes to client acquisition and how to avoid it.
STEAL OR RESCUE
Learn why it's easy to “steal” (rescue) the best clients from established advisors and how to do it.
CRITICAL CONVERSATIONS
Learn the 7 Critical Conversations for client acquisition mastery so you attract & acquire Ideal Clients quickly.
Featured In:
MEET YOUR HOST
Meet Bill Bachrach
Bill's thinking, writing, speaking, and training have made him one of the most popular resources in the world for Financial Advisors who seek to build high-trust client relationships, master client acquisition, and emulate the success habits of Top Advisors.
His books such as, Values-Based Financial Planning, and, High-Trust Leadership, are industry best-sellers, and his articles appear in the most prestigious financial services publications around the world.
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 22 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.
The AdvisorRoadmap™ Virtual Training Platform is Bill Bachrach's legacy to help advisors acquire more Ideal Clients. so they build their Ideal Business. and ultimately live their Ideal Life.
Advisor Results After Attending The Masterclass
"Shortly after this training, I landed my first Ideal Client at $30,000! I asked, "Would you like to get started" and they said "Yes!""
- Rob W. (Chicago, IL)
"After the training I went from over 800 clients and $800k in production to 135 clients and my production went up to $1.2M. I now have the skill and confidence to build my Ideal Business of 40 Ideal Clients paying me $40k each per year."
- Stan R. (Chalfont, PA)
"I started from scratch and in less than 4 months acquired 4 Ideal Clients generating $32,000 of annual recurring revenue. This training is exactly what I needed at exactly the right time."
- Allison D. (Virginia Beach, VA)
"After attending the training I took action, implemented, and generated $97,535 of new revenue from Ideal Clients. Clients and prospects love the process."
- Julian J. (Frisco, TX)
"In just five weeks since attending the training, I generated over $62,000 of annual recurring revenue. My client relationships are growing stronger and deeper than ever before."
- Alex K. (Laguna Niguel, CA)
"I brought on 5 new Ideal Clients who pay me a total of $90,000 in annual recurring revenue. Super happy with the process I learned and the results!"
- Andrew W. (Acworth, GA)
"I built my $1.5M fee-based business by implementing the powerful, repeatable process from this Masterclass. I wish I had this process from my first day in the business!"
- Sybil P. (Denver, CO)
"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. (Scottsdale, AZ)
"Added 3 new clients with $4.8M of AUM as a result of implementing the process I learned on this training within 90 days. Amazing results!”
- Alan C. (San Antonio, TX)
Client Acquisition Masterclass:
Your Road Map To More Ideal Clients
Starts: Thursday, June 19th @ 11 AM Pacific / 2 PM Eastern
Master Client Acquisition and...
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).
Client Acquisition Masterclass:
Your Road Map To More Ideal Clients
Starts: Thursday, June 19th @ 11 AM Pacific / 2 PM Eastern
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