FREE 1-HOUR TRAINING:
August 14th, 2025 @ 2pm ET
EXCLUSIVE BONUS: Register and attend the Client Acquisition Masterclass and receive access to a brand new white paper, Unexpected Affluent Client Truths That Financial Advisors Need To Know Now.
This BREAKTHROUGH NATIONAL STUDY on American millionaires and multi-millionaires reveals how unmet needs in their current advisor relationships—as well as their motivations and mindsets—create a significant opportunity for financial advisors to unlock unprecedented client loyalty and drive business growth, especially acquiring Ideal Clients.
Client Acquisition Masterclass:
A Proven Process To Attract & Acquire More Ideal Clients
1-hour training for financial advisors who are ready to attract and acquire more Clients, especially Ideal Clients.
Join legendary advisor trainer, Bill Bachrach, and discover a proven, repeatable process that’s helped thousands of advisors around the world get hired by high-net-worth clients consistently and efficiently.
During this training, you’ll learn:
- The Client Acquisition Blueprint – Who should be your target client, 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).
- Open Q & A. We stay on for as long as needed and answer any question you have related to client acquisition and helping you be the best advisor you can be.
This training is 100% FREE but seating is limited - Register today and add to your calendar.
ADDITIONALLY, you’ll be invited to an exclusive 1-hour webinar on August 28th where Bill will highlight some of the most relevant key findings from the study—so you can apply these insights immediately and start winning more Ideal Clients. There will be plenty of time to ask your questions to dive deeper into whatever is most applicable for your business right now.
The cost to attend this webinar on August 28th is $79 but you'll receive complimentary access + the Unexpected Affluent Client Truths That Financial Advisors Need To Know Now white paper just by attending the Client Acquisition Masterclass.
93% of financial advisors work too many hours, for too little money, trying to serve too many of the wrong clients!
5 Key Takeaways
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.
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 - A Proven Process To Attract & Acquire More Ideal Clients
Starts: Thursday, August 14th @ 11 AM Pacific / 2 PM Eastern
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