MEMBER UPGRADES
Accelerate Your Results
The Member Upgrades below are derived from 30+ years of helping top financial advisors acquire IDEAL Clients to build their IDEAL Business and live their IDEAL Life. All are proven to work and accelerate your results...IF you do the work! They consist of practicing, being held accountable, and receiving direct 1-1 coaching.
MEMBER-ONLY WORKSHOPS
The Client Acquisition Mastery Dojo Workshop is the ultimate gathering of AdvisorRoadmap™ members designed to improve your skill and confidence at acquiring Ideal Clients!
Dates: March 20th - 22nd, 2024
Location: San Diego CA or Virtual (Zoom)
What Members Are Saying About The Dojo Workshop
"I've already had a couple of prospective clients this week... my flow is 10x better from start to finish so that right off the bat increased annual revenue by about $50k."
- Armando R.
"I realized how much of a change I needed to make in my mindset. The Dojo Workshop was definitely an a-ha experience for me!"
- Sonya W.
"Right after my first day I went back and listened to my own recordings and saw changes I can make to be even better when I'm talking to clients!"
- Riz A.
"Practicing the scripts, using the script binder, having others in breakout sessions raise questions that are typical in any Roadmap situation... there were little gems streaming in from all directions!"
- James H.
ACCOUNTABILITY
ACCOUNTABILITY
The premise of the Accountability Group Membership is that you are more likely to do the work that your goals require if you tell someone else what your goals are and have a regular meeting with someone else to hold you accountable.
GROUP HAS HAD A BIG IMPACT ON MY BUSINESS...
“The success principles I’ve learned by being a part of this Accountability Group has had a big impact on my business already. The time management concepts, procrastination, limiting beliefs, and ideas to help my team be even more effective and efficient are easy to implement and helps us to make continual progress.
—GREG P.
CLIENT ACQUISITION RESOURCES
Financial Road Map® by Bill Bachrach
The #1 most proven Client Acquisition Tool!
“The foundation of every one of our 125 client relationships is the Financial Road Map®. It was central to the building of our $1.3M recurring revenue financial planning business.”
—MICHAEL N.
Values-Based Financial Planning™ Book
Used by successful financial advisors all over the world to attract & acquire Ideal Clients.
“I used the Values-Based Financial Planning process to acquire every single one of my clients: 185 clients, $225M of AUM, almost $2M of business revenue, and a 7-figure personal income.”
—DOV V.
Values-Based Quality of Life™ Newsletters
Help your clients understand just how much value you provide!
STOP SENDING FINANCIAL PORN TO CLIENTS & PROSPECTS.
“The comments we get about the Quality of Life newsletter from our clients is very positive. One comment we get the most is, “It’s the one thing I read every month.” This is one reason why we have been sending out this non-financial newsletter for at least 11 years.”
—GREG C.
1 on 1 COACHING
with Bill Bachrach
Option #1
Business Accelerator Consultation
The Business Accelerator program gives you two 1-Hour Recorded Online Meetings with Bill Bachrach To Get On The Fast-Track! What are your blind spots? Can you think of any?
Learn about the business accelerator!
Option #2
Coaching of Your Financial Road Map®
Just like pros watch film and get coaching, you should be the doing the same. And the perfect place to start is with one of your Financial Road Map® Interviews.
Learn more about personal coaching!
BEST COACHING I HAVE EVER RECEIVED...
“Thank you for bravely, effectively and kindly exposing my blind spots. I now understand why I am not where I wish to be with full clarity and even better, know exactly what I need to stop doing. Best coaching I have ever received and I have had some great coaching along the way."
—PEGGY M.
Have A Question About Any Of The Member Upgrades? Just ask!
Did One of These Member Upgrades Pique Your Interest?
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