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

Right now is the perfect time to be loading your pipeline with future Ideal Clients.

Watch this 2-minute conversation with a real prospect / client that proves it.

Upcoming Free Training Webinars:

Training: Mastering Client Acquisition in the 'New Normal'


Date: August 20th @ 11am PDT


Click Here To Claim Your Spot Today!

Free, Timely, Relevant Web-Training with Bill Bachrach
– Resources you can watch now –

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 July 23rd, 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.