COVID-19 Free Advisor Resources Page
“The battle for client acquisition doesn’t start when the pandemic is over. It’s already begun.” – Bill Bachrach
Upcoming Free Online Training:
Training: Mastering Client Acquisition in the 'New Normal'
Date: January 27th @ 2pm ET
Free, Timely, Relevant Online Training with Bill Bachrach
– Resources you can watch now –
Master Your Mindset: Live Your Legacy
Featuring Wall Street Journal's 'Most Inspirational Speaker In The World,' Chad Hymas
(30 mins + Q & A) - Presented on January 19th, 2021
Master Your Mindset: The Mindset Needed To Build Your Ideal Business
Featuring Trusted Advisor, Scott Pearring
(30 mins + Q & A) - Presented on December 14th, 2020
Master Your Mindset: The Power of a Winning Mindset
Featuring Hall of Fame Athlete & Speaker, Roger Crawford
(30 mins + Q & A) - Presented on October 27th, 2020
Master Your Mindset: Improve Your Mental Fitness to Increase Your Value and Acquire More Ideal Clients
Featuring Expert Mental Fitness Trainer, Vanessa Bennett
(30 mins + Q & A) - Presented on September 16th, 2020
Master Your Mindset: Blowing Up Fears & Limiting Beliefs
Featuring 6+ year POW, Captain Charlie Plumb
(30 mins + Q & A) - Presented on June 18th, 2020
Turn Coronavirus Lemons Into Business Lemonade (40 mins + Q & A)
Presented on March 19th, 2020
Mastering Client Acquisition
in the 'New Normal'
(1 hour + Q & A)
Presented on December 17th, 2020
Goal Setting In A COVID-19 World
(40 mins + Q & A)
Presented on April 8th, 2020
Turn Coronavirus Into Business
Lemonade - Part II (55 mins + Q & A)
Presented on May 19th, 2020
The New Normal - How To Conduct An Effective Online, Virtual Meeting
(57 mins + Q & A)
Presented on March 25th, 2020
A Client Acquisition Message Every Financial Advisor Needs to Hear
(5 mins)
Resources For Download
Client and Prospect Communication During The Coronavirus Pandemic (PDF)
Coronavirus Special Report - Mayo Clinic (PDF)
Easiest Call You'll Ever Make (PDF)
Coronavirus Emergency Loans - Small Biz Guide (PDF)
Checklist to Help You Implement Effective Online, Virtual Meetings (PDF)
Create Your Ideal Life Vision, Define Your Ideal Business, Develop Your Ideal Client Profile (Free Training Course on AdvisorRoadmap)
"The best way to predict your future is to create it."
The purpose of this free training course is to guide you through exercises which will result in you Creating Your Ideal Life Vision, Defining Your Ideal Business, and Developing Your Ideal Client Profile. Start the training course by creating a login here. Once in, navigate to the Training Center and download the Workbook and click on Chapter 1 to begin.
“We must never become too busy sawing to take time to sharpen the saw.”
– Stephen Covey
To take your success to a whole new level right now, learn more about the AdvisorRoadmap Virtual Training Platform which provides you with a full online learning curriculum for Client Acquisition, Client Service, Leadership, and Time / Priority Management.
Click here to discover how AdvisorRoadmap can help you master client acquisition and serve your clients at the highest level possible.