The Virtual Client Acquisition Mastery Workshop Experience 2020

Join the Ultimate Gathering of AdvisorRoadmap™ Members Designed To Improve Your SKILL and CONFIDENCE at rapidly acquiring Ideal Clients!


Deadline to Register is Tuesday, July 28th
Next Dojo Day: Day 3 – Wednesday, July 29th
Register and Receive Recording of Day 1 & Day 2!


Experience the Virtual 2020 Workshop - Register Today

The Promise

The promise of the Client Acquisition Mastery Workshop (“Dojo”) is simple: You will develop more skill, more confidence, and more competence with the 7 critical conversations and the Financial Road Map so you can more consistently and predictably acquire Ideal Clients (and Non-Ideal Clients, if you still need them.).

You will get exactly that, and more.

The more you practice, and the sooner you start practicing, the more success you will have. Whether practicing in a face-to-face or virtual environment, you will develop more competence that translates into better results in the real world in both face-to-face and virtual prospect and client meetings.

Given the current reality for conferences, your options are no practice or virtual practice. Which do you think will get you more Ideal Clients in 2020? How much is one Ideal Client worth… this year and lifetime value?

50% more training and practice time has been added to the normal Client Acquisition Mastery workshop agenda. Now 4 1/2 days total!

Another benefit of going virtual is that you can record everything, including 30 paired practice sessions with a variety of partners, directly to your computer for self-coaching and improvement.

Tuition: Only $1,500 (rolled back to the Super Early-Bird rate)

Formal education will make you a living; self-education will make you a fortune.” – Jim Rohn

“The greatest antidote to fear is competence.” – Chris Hadfield, Astronaut

Click here to view the 2020 Virtual Workshop Detailed Agenda.

Not sure if you can make it this year? Review the Virtual Workshop Rollover Policy Here.

What Virtual Practice & Coaching Looks Like

29 hours total of training and practice. 30 paired practice sessions which you can record directly to your computer for self-coaching and improvement, and 15 coaching tip sessions and Q & A opportunities.

Result: The skill and confidence to acquire truly Ideal Clients so you accelerate building your Ideal Business so you can live your Ideal Life. Just ONE new Ideal Clients delivers 5x – 20x… or more, Return on Investment.

The Virtual Workshop Experience

Snapshot Agenda for the Virtual Workshop

Day 1: Improving Your Script Binder to Accelerate Results
Wednesday, July 1st from 9:30am – 12:15pm PDT
*Register and receive recording from Day 1

Day 2: Mastering Virtual Meetings
Wednesday, July 15th from 9:45am – 12:15pm PDT
*Register and receive recording from Day 2

Day 3: Kill the ‘Elevator Pitch’ – Mastery of Critical Conversations #1 & #2
Wednesday, July 29th from 7:45am – 4pm PDT

Days 4 – 6: Mastering the Financial Road Map (Critical Conversations #3 – 7) & Success Planning
Wednesday, August 5th – Friday, August 7th from 7:45am – 4pm PDT

Click here to view the 2020 Virtual Workshop Detailed Agenda.

Here's What Past Attendees Are Saying About The Dojo...

"I built my $1.5M fee-based business by implementing this powerful, repeatable process. I wish I had this process from my first day in the business."

Sybil P.

“I thought I would spend my whole career working with $500,000 accounts. Now I have a process, the skill, and the confidence to acquire clients worth millions, like the $12M Foundation client we recently added.”

Debbie P.

"The return on the investment is exponential. I've been able to pick up Ideal Clients and I just trust the system... repeatable, systematic, and it works! You can't win the lotto if you don't buy the ticket!"

Chad C.