What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions?
Who should your target client be and why?
What’s the BIG mistake that most advisors make and what to do about it?
Why is it easy to “steal” (rescue) the best clients from established advisors?
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.
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:
...by having much better clients who each pay you more annual recurring income.
...by not wasting time on lame, unproven, and expensive methods that generate crappy leads.
...you need the RIGHT clients who pay you $10,000, $20,000 or $30,000 per year (or more).
There are many good reasons why Bill Bachrach is, by far, the most highly paid trainer and coach for top financial advisors in the world.
His systematic, simple, no-nonsense repeatable processes are proven to work for successful veterans, the mediocre middle, and newer advisors.
Bill is on a mission to help every financial advisor in the world who is serious about being great to elevate their client value, build their Ideal Business, and create their Ideal Life.
"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.