1-HOUR TRAINING:
September 18th, 2025 @ 2pm ET
Register & attend the training to receive the brand new white paper advisors are raving about, Unexpected Affluent Client Truths That Financial Advisors Need To Know Now.
Discover breakthrough insights from this white paper of the national study of millionaires and multi-millionaires revealing unmet needs, motivations, and opportunities for advisors to build loyalty, win Ideal Clients, and accelerate business growth.
The Advisor’s Guide to Client Acquisition Mastery:
Engage, Attract, and Acquire More Ideal Clients
1-hour training starts: September 18th @ 11 AM Pacific / 2 PM Eastern
Rescue high-net-worth clients, stop chasing, and master the art of acquiring Ideal Clients—fast.
This 1-hour training is designed for financial advisors who are committed to increasing their skill and confidence with all aspects of client acquisition.
Join legendary advisor trainer, Bill Bachrach, and discover a proven, scripted, repeatable process thousands of advisors worldwide use to consistently get hired by high-net-worth clients.
Whether you’re new to the business, a seasoned pro, or stuck in the “mediocre middle,” one truth never changes: client acquisition is 100% your responsibility.
And if you want to thrive, you must be just as great at acquiring clients as you are at serving them.
Seats are limited—secure your spot now and put this game-changing session on your calendar.
Advisor Results From Implementing This Process:
"Generated $141k in 1 month"
"250k of annual recurring revenue."
"12 Ideal Clients at $15k / year."
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.
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.
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)
The Advisor’s Guide to Client Acquisition Mastery:
Engage, Attract, and Acquire More Ideal Clients
1-hour training starts: September 18th @ 11 AM Pacific / 2 PM Eastern
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