Your Road Map To More Ideal Clients
AdvisorRoadmap provides financial advisors with proven scripts, processes, coaching, and implementation support to acquire and serve more Ideal Clients with greater skill and confidence.
If you’re tired of learning more but not getting the results you want, this is where you turn proven scripts, processes, and weekly implementation into more confidence, better clients, and ultimately, Your Ideal Business.
Join 3,903 other financial advisors working toward a shared mission: serving fewer clients better, earning more per client, and creating unbreakable client loyalty.
***LIMITED TIME OFFER***
Super Bonuses: $4,590 Value for only $1,500
AdvisorRoadmap™
+ Bonuses
Sign up before the countdown timer hits 0 and receive full access to the entire proven, repeatable, scripted process located within AdvisorRoadmap for $1,000 OFF and receive 4 additional bonuses.
For an investment of only $1,500 you receive $4,590 of value. See your full list of bonuses below!
Bonus #1
$1,000 OFF AdvisorRoadmap™
Retail Price: $2.500
Your Price: $1,500
Built specifically for financial advisors, learn the processes and gain access to all the scripts and resources to increase your skill and confidence so you acquire and serve more Ideal Clients.
Ultimately, you'll be a better advisor and build a better business.
Bonus #2:
The POWER SESSION with Bill Bachrach ($2,000 value)
Retail Price: $2000
Your Price: $0
A 30-minute, 1-1 online consultation, with Bill Bachrach.
You'll walk away from this session crystal clear on what your biggest business goals are and an action plan for how to achieve them.
The Power Session with Bill will bridge the gap between where you are now and where you want to be!
*You'll also receive the recording of this meeting plus the documents used to facilitate this powerful coaching session.
Bonus #3:
Values-Based Financial Planning Book ($30 Value)
Retail Price: $30
Your Price: $0
This book is designed to help you, and your clients, align your financial choices with the great life you want and become inspired to do whatever it takes to have that life.
Learn the fundamentals of Values-Based Financial Planning and how to more rapidly establish a high level of trust with your clients and prospects.
*If you're a fan of Stephen Covey, you'll love Values-Based Financial Planning.
Bonus #4:
25 Financial Road Maps ($30 Value)
Retail Price: $30
Your Price: $0
The #1 most proven Client Acquisition Tool, the Financial Road Map, is designed to help your clients explore their values, identify their goals, and gain a clear understanding of their financial health and future direction so you frequently hear, “Let’s get started now,” and rarely hear, “We need to think it over.” Every Ideal Client added by every Committed Advisor was acquired using the Financial Road Map®.
*The package of Financial Road Maps and the book are shipped to you for free!
Bonus #5:
Excuses Don’t Count.. Results Rule! (eBook and Audio, $30 Value)
Retail Price: $30
Your Price: $0
Written by THE Accountability Coach™, Anne Bachrach. Through this book you will discover how to enhance your overall quality of life by having a proven framework and easily implementable system for achieving your goals in the time-frame you want.
The AdvisorRoadmap + Bonuses
Included in Your AdvisorRoadmap Membership
This investment in yourself is only a fraction of the value of just one average client.
- A 1-year membership to the AdvisorRoadmap™ Platform.
- Instant access to the entire Values-Based Financial Planning turn-key business model, including the Financial Road Map process.
- Training courses, scripts, demonstrations, and interactive real-world practice.
- Monthly Coaching Meetings LIVE with Bill Bachrach to get your questions answered directly by Bill.
- Monthly Expert Interviews featuring industry, communication, and leadership experts.
- Advisor 24/7 FAQ Database so you get your questions answered 24/7.
- Access to our high-value video and article vault.
- Daily motivation and accountability.
- Interactive weekly lessons.
- Access to the AdvisorRoadmap™ app so you can access the training and resources anytime, anywhere.
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