Why You Will Love the Financial Road Map®:

• It’s a proven process for getting hired by your Ideal Clients
• It lets you get paid for real financial planning
• Helps make sure you keep getting paid ongoing with less clients and less headaches

Following the Financial Road Map® Leads to Predictable Results:

• Collecting More Planning Fees
• Attracting More Assets Under Management
• Implementation of other advice: insurance, annuities, estate planning, etc.
• More Referrals, More Often

The Financial Road Map® Is An Integral Part Of The
NEW AdvisorRoadmap Training Platform

Bill Bachrach’s AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry.

You will experience a self-guided, online virtual training platform packed with interactive training courses, videos, scripts, demonstrations, and high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients.

You will also be walked through exactly how to best deliver The Financial Road Map®
to prospects and clients, step-by-step in complete detail. 

As an AdvisorRoadmap Member,
You Will Master These 4 Areas Of Your Business:

Financial advisors, successful veterans and even rookies…

Any advisor who is dedicated to…

– Doing financial planning,
– Doing better financial planning.
– Getting paid more for financial planning,
– Getting paid in advance for financial planning,
– Getting clients to implement 100% of the advice from financial planning, and
– Being DOL Compliant.

GOAL:  To schedule 30 Financial Road Map® interviews and help you see a minimum $10k return on your investment.

Day 0 – Getting Started Immediately
– Set up username and password
– Watch orientation video
– Become familiar with the tools and resources
– Register for the next calls

Week 1 – Learning and Scheduling appointments for the future (laying the foundation)
– Engage in the practice chapters
– Make calls (using our scripts) to schedule Financial Road Map® interviews for week 3 and 4

Week 2 – Continuing the training
– Continue learning
– Schedule interviews
– Tracking your results

Week 3 and 4
– Conduct initial FRM interviews
– Start generating revenues from planning fees, gathering more assets, revenue from other advice implemented, and referrals
– Actually complete 15 Financial Road Map® interviews
– Continue to schedule more interviews

End of Week 4
– Return of your investment… You should have a minimum of a $10k return on your investment.
– How?  Planning fees from existing clients, higher fees, bringing more assets over, buying insurance, etc.
– Maybe not all in the bank yet but it’s in process
– Certainly past the first year’s investment in the training

Rinse and Repeat!
– By the end of 90 days you should have an additional $30k-$50k.  That’s our expectation.

Limited Time Bonuses for Joining the AdvisorRoadmap™ Virtual Training Platform:

Fast Action Bonus #1: 25 Financial Road Maps shipped to your door to kick-start your results ($30 value)
Fast Action Bonus #2: Autographed copy of Values-Based Financial Planning ($30 value)
Fast Action Bonus #3: Complimentary tuition to a new 5-part webinar series: The Mindset and Strategies of Top Advisors.

The 5 webinars will cover:

• The Top Advisor Formula for Building an Ideal Business and Creating an Ideal Life.
• Why Top Advisors are Moving Away from an AUM Percentage to a Single Flat Fee
• The Top Advisor Client Value Promise
• The Self-Discipline, Productivity & Accountability Secrets of Top Advisors
• How Top Advisors manage their energy and move past limiting beliefs and fears to maximize their true potential

This webinar series will sell for $995 in May but you’ll get complimentary tuition by enrolling before April 30th at midnight PST.