1-HOUR TRAINING BEGINS:
July 9th, 2025 @ 2pm ET
" This process allows me to spend less time selling and more time acquiring and working with my Ideal Clients."
How to Land High-Net-Worth Clients in One Meeting: Learn The #1 Client Acquisition Tool for Financial Advisors
1-hour training begins
July 9th @ 11 AM Pacific / 2 PM Eastern
Join Bill Bachrach for this high-impact 1-hour training session and learn how top financial advisors are consistently getting hired by high-net-worth clients in just ONE meeting.
If you're frustrated by drawn-out sales cycles, taking too many meetings to get hired, doing too much unpaid work before ever getting paid, or tired of getting hired by the wrong people and ready to start acquiring your Ideal Clients...
This is a must-attend event for you.
This training will show you exactly how to implement this repeatable process so you can spend less time selling and more time acquiring and working with your Ideal Clients.
Discover a proven, repeatable, trust-building process used by top advisors to:
1. Build a lot of trust quickly.
2. Create a valuable first meeting for the prospect, whether they do business with you or not.
3. Get hired without chasing, convincing, or over-explaining.
4. Get hired in ONE meeting.
YOUR HOST: TOP ADVISOR TRAINER
Bill Bachrach
Bill's thinking, writing, speaking, and training have made him one of the most popular resources in the world for Financial Advisors who seek to build high-trust client relationships, master client acquisition, and emulate the success habits of Top Advisors.
His books such as, Values-Based Financial Planning, and, High-Trust Leadership, are industry best-sellers, and his articles appear in the most prestigious financial services publications around the world.
Since 1988 Bill Bachrach and his team have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.
For the last 22 years, Bill has led what is known as the Committed Advisor Mastermind Program which consists of a 4-year commitment at $5,000 / month (Yes, your math is correct, a $240k investment for an advisor).
In 2016, Bill and his team launched the AdvisorRoadmap™ Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process.
The AdvisorRoadmap™ Virtual Training Platform is Bill Bachrach's legacy to help advisors acquire more Ideal Clients. so they build their Ideal Business. and ultimately live their Ideal Life.
Featured In:
During This Free Training, You’ll Learn:
A Proven, Scripted, Repeatable Process
How to Attract & Acquire
More Ideal Clients
How to Stop Leaving
Money On the Table
Advisor Results After Attending This Training:
"After using the Financial Road Map I landed my first Ideal Client at $30,000! I asked, "Would you like to get started" and they said "Yes!""
- Rob W. (Chicago, IL)
"The Financial Road Map helped me go from over 800 clients and $800k in production to 135 clients and my production went up to $1.2M. I now have the skill and confidence to build my Ideal Business of 40 Ideal Clients paying me $40k each per year."
- Stan R. (Chalfont, PA)
"I started from scratch and in less than 4 months acquired 4 Ideal Clients generating $32,000 of annual recurring revenue. The Financial Road Map is exactly what I needed at exactly the right time."
- Allison d. (Virginia Beach, VA)
"After learning about the Financial Road Map I took action, implemented, and generated $97,535 of new revenue from Ideal Clients. Clients and prospects love the process."
- Julian J. (Frisco, TX)
"In just five weeks using the Financial Road Map I generated over $62,000 of annual recurring revenue. My client relationships are growing stronger and deeper than ever before."
- Alex K. (Laguna Niguel, CA)
"I brought on 5 new Ideal Clients who pay me a total of $90,000 in annual recurring revenue. Thrilled I found a process that finally works and produces results."
- Andrew W. (Acworth, GA)
"I built my $1.5M fee-based business by implementing the powerful, repeatable process. I wish I had this process from my first day in the business!"
- Sybil P. (Denver, CO)
"I added $50k in new recurring revenue in the first 33 days. I implemented, and it worked. Thank you for the new $50k in recurring revenue so far."
- Armando R. (Scottsdale, AZ)
"Added 3 new clients with $4.8M of AUM as a result of implementing the process I learned on this training within 90 days. Amazing results!”
- Alan C. (San Antonio, TX)
How to Land High-Net-Worth Clients in One Meeting:
Learn The #1 Client Acquisition Tool for Financial Advisors
Starts: Wednesday, July 9th @ 11 AM Pacific / 2 PM Eastern
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