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AdvisorRoadmap™ Store

Books & Resources for Financial Advisors to Support Them in Building Their Ideal Business.

$30 / pack of 25

Financial Road Map®

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.

Learn More – Financial Road Map® »

$30 / book

*For bulk book orders (10+) call us at (619) 255-4888 for special bulk order pricing.

Values-Based Financial Planning

The Art of Creating an Inspiring Financial Strategy

163-page Book by Bill Bachrach

This informative and well-written book will help you build a financial strategy, starting with your own unique values—what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals.


Values-Based Financial Planning »

$30 / pack of 50 Shields

Goals “Shield” Labels

Goals “Shield” Labels allow you to add Goals to your Clients’ Financial Road Map® (or employees’ Success Road Map®) while maintaining the professional appearance of the document.


Goals “Shield” Labels »

$30 / pad of 50 Worksheets

Quality of Life Enhancer™ Worksheet

The Quality of Life Enhancer™ Exercise is a must for all Clients and Team Members. It creates a stunning revelation with respect to how we actually spend our time versus how we should spend our time.


Quality of Life Enhancer™ Worksheet »

$30 / pack of 25

Success Road Map®

The Success Road Map® is designed to help your Financial Professionals explore their Values, identify their Goals and gain a clear understanding of where they are now versus where they want to be from a professional perspective.


Success Road Map® »

$28 / book

High-Trust Leadership

A Proven System for Developing an Organization of High-Performance Financial Professionals

197-page Book by Bill Bachrach

This landmark book, written by Bill Bachrach and Norman Levine, is the definitive work on building high-performance practices within the Financial Services industry. It is a primer on how to attract, lead and retain outstanding Financial Professionals.


High-Trust Leadership »

$9 / book

It’s All About Them

How Trusted Advisors Listen for Success

45-page Book by Bill Bachrach

Co-authored by Bill Bachrach and Steve Shapiro, It’s All About Them provides an exceptional overview of how to refine your listening skills. As Bill Bachrach says, “It’s not about you telling your story. It’s about them telling theirs.”


It’s All About Them »

$24.95 / book

Excuses Don’t Count… Results Rule!

108-page Book by Anne Bachrach

Through this book, you will learn how to hit your personal and professional goals with absolute certainty. 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 it.


Excuses Don’t Count…Results Rule! »

$24.95 / book

Live Life with No Regrets

235-page Book by Anne Bachrach

Choose to create the future you really want. Regrets are a waste of time anyway, as you can’t change the past. So, let go of the past and decide to choose to live your life with no regrets from this day forward.


Live Life with No Regrets »