Your Road Map To More (and Better) Clients
A 1-Hour Client Acquisition Intensive
Date & Time: January 15th at 11 AM Pacific / 2 PM Eastern
A free 1-hour training designed to help you consistently acquire more clients — especially Ideal Clients who value your advice.
This live session is packed with actionable, proven strategies, including:
- The Best Definition of Client Acquisition – And why you need to adopt this definition immediately.
- Ideal Client Formula - Who your target clients should be, where to locate them, and how to win their business.
- The #1 Mistake Most Advisors Make – The costly error that prevents otherwise capable advisors from landing high-quality, high-value clients.
- Steal or Rescue – Why affluent clients switch advisors and how to position yourself as the clear and obvious choice.
- Critical Conversations – An introduction to a proven, scripted, repeatable, trust-building process for converting prospects into Ideal Clients (tested and refined for 37+ years).
The difference between top advisors and those stuck in the “mediocre middle” isn’t luck — it’s skill.
Top advisors train, practice, and implement a proven process that gives them the confidence and ability to consistently acquire Ideal Clients. That’s exactly what the 1-Hour Client Acquisition Intensive is designed to equip you with.
Attend the training on January 15th and receive TWO new Research Reports all financial advisors need to see:
Gift #1 - The High-Net-Worth Client Trust Gap
Gift #2 - Affluent Client Truths That Financial Advisors Need to Know Now
These two reports summarize insights from a national study we conducted with millionaires and multi-millionaires, measuring their satisfaction with their current financial advisor and translating the findings into clear instructions for you - and how you can use it to win more Ideal Clients.
Learn 5 Keys to Engage, Attract, and Acquire More Ideal Clients:
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 locate them.
- #1 MISTAKE ADVISORS MAKE
- Avoid this costly error that's keeping you from landing high-net-worth clients.
STEAL OR RESCUE
Learn why it's easy to “steal” (rescue) the best clients from established advisors and how to position yourself as the clear choice with high net-worth clients.
CRITICAL CONVERSATIONS
Discover the 7 Critical Conversations for client acquisition mastery so you attract & acquire Ideal Clients quickly.
Real Advisors. Real Results From Using This Process.
"Generated $141k in 1 month"
"250k of annual recurring revenue."
"12 Ideal Clients at $15k / year."
93% of financial advisors work too many hours, for too little money, trying to serve too many of the wrong clients!
Don't be one of them.
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.
More Advisor Results From Implementing This Process:
"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)
Your Road Map To More (and Better) Clients
A 1-Hour Client Acquisition Intensive
Starts: January 15th @ 11 AM Pacific / 2 PM Eastern
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