So...Are YOU Ready To Accelerate Your RESULTS?
Get registered for an AdvisorRoadmap™ upgraded membership and get on the fast-track to master client acquisition and build Your Ideal Business!
“The return on the investment is exponential. I’ve been able to pick up Ideal Clients and I just trust the system…repeatable, systematic, and it works!
You can’t win the lotto if you don’t buy the ticket!”
– Chad C. (Member since March 2017)
Our ‘Dojo’ Membership is the ultimate gathering of AdvisorRoadmap™ members. You’ll experience the guided practice required to develop the skills necessary to more rapidly acquire Ideal Clients.
We’ve found that people who want to accelerate their results participate in our ‘Dojo’ Membership. Shorten your learning curve and get on the fast-track to master client acquisition and build your Ideal Business.
Click here to register for our ‘Dojo’ Membership and accelerate your results!
See if upgrading your AdvisorRoadmap™ Membership is right for you
Our upgraded Memberships aren’t for everybody. Review our checklist below and make sure
one of our upgraded Memberships is a right fit for you and your business:
Who It’s For:
- I want to build my skill and confidence at acquiring Ideal Clients.
- I want to elevate my Client Value Promise and service my clients at the highest level possible.
- I believe technical skills are table stakes…My People Skills are more important to winning Ideal Clients.
- I believe trust is the single most important thing that has to happen for people to do business together.
- I want to exponentially grow my business.
- I want ongoing guidance from someone who is truly familiar with my business.
- I want someone to hold me accountable to ensure I’m achieving my goals.
Who It’s Not For:
- I want a silver bullet solution, in other words, a quick fix to grow my business with very little work.
- I’m not willing to do the work to achieve my goals.
- I’m not open to receiving feedback on my business.
- I don’t want ongoing help and guidance.
- I just want to be a technical expert and believe People Skills are not important.
- I don’t believe trust is a key factor for people do business together.
- I want to be comfortable at all times.
“Don’t let your learning lead to knowledge. Let your learning lead to action.” – Jim Rohn
AdvisorRoadmap™ Upgraded Membership Options:
'Dojo' Membership
Super Early Bird Investment Pricing Ends November 30, 2017- A ticket to the 2018 Client Acquisition Mastery Workshop (August 8-10, 2018 – San Diego, CA)
Accountability Membership
100 Max. Participants- A ticket to the 2018 Client Acquisition Mastery Workshop (August 8-10, 2018 – San Diego, CA)
- 1-Year Group Accountability Program with The Accountability Coach™, Anne Bachrach
Premier Membership
25 Max. Participants- A ticket to the 2018 Client Acquisition Mastery Workshop (August 8-10, 2018 – San Diego, CA)
- 1-Year Group Accountability Program with The Accountability Coach™, Anne Bachrach
- 60-minute Fast Track Coaching Call with Bill Bachrach
- 1-Year subscription to the Values-Based Quality of Life Newsletters (100 / month)
- 100 Financial Road Maps
- 25 Values-Based Financial Planning books
*You will need to be an active AdvisorRoadmap™ Member to attend the 2018 Client Acquisition Mastery Workshop
The ‘Dojo’ Membership
“Formal education will make you a living;
self-education will make you a fortune.” – Jim Rohn
The ‘Dojo’, otherwise known as the the 3-Day Client Acquisition Mastery Workshop, is the ultimate gathering of AdvisorRoadmap™ members and where you will experience the guided practice required to develop the skills necessary to more rapidly acquire Ideal Clients.
We’ve found that people who want to accelerate their results participate in this 3-Day Workshop. Shorten your learning curve and get on the fast-track to master client acquisition and build your Ideal Business.
THIS Workshop Is Measured By The Amount Of Skill And Confidence You Gain To Go Get More Ideal Clients!
Most conferences and so-called ‘workshops’ are measured by the number of speakers, the number of sessions, the volume of information, and the number of pages of notes taken.
What would have a bigger impact on your business revenue:
More information…or more SKILL and CONFIDENCE?
Guided Practice In The ‘Dojo’ So You Master Your Skills.
When You Return Home You Don’t Have Pages Of Notes…You Have A Higher Level Of Skill And Confidence To Go Get Your Next Ideal Client.
“I used this 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.” – Don. V
What AdvisorRoadmap™ Members Have to Say About The ‘Dojo’
The Accountability Membership
The #1 Reason People Don’t Get What They Want in Life is Lack of Accountability.
If you want to make even more money, there are many ways to do this; however, if you want to do it smartly and efficiently, you must focus. That means that you must spend your time on the activities that will bring you the greatest return and in the shortest amount of time, your highest payoff activities. To help you get focused, and stay focused, you need true accountability and who better to do that than The Accountability Coach™, Anne Bachrach.
Benefits of the Accountability Membership
When you implement the concepts in the AdvisorRoadmap™ Virtual Training Platform
coupled with accountability, you will:
- Get more clients
- Increase your income
- Get more done in a lot less time (be more productive)
- Achieve more of your goals sooner than you would on your own
- Be laser focused on the activities that produce results
- Organize your time and your life so you are even more effective and efficient
- Create and lead an Ideal Business that you love
- Live the life you truly want and deserve
How does the Accountability Group Work?
The program is anchored by monthly coaching sessions with The Accountability Coach™, Anne Bachrach.
You will complete an Accountability Match Maker Survey to help us select the best accountability partners for you.
As a member of the Accountability Group, you will have access to a special secure website where you can easily track your progress against your goals. Successful Advisors track their activity so if you aren’t already doing this, it will be a very important aspect and benefit of this accountability membership.
Get started today to accelerate your journey to build Your Ideal Business and create Your Ideal Life!
“I’ve sometimes thought of myself as not coachable, but when I looked at how far I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting next year and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!”
– Lou L. (Member since August 2016)
Premier Membership
“If you really want something, you’ll find a way. If you don’t, you’ll find an excuse.” – Jim Rohn
The Premier Membership is only for those advisors who are truly ready to take the next step with the Values-Based Financial Planning™ process. It’s the closest membership we have to our highest level training program, the Committed Advisor Mastermind Program, which is $5,000 a month on a four-year contract. In short, the Premier Membership is our BUD/s program before being selected in to the ‘Navy Seals for Financial Advisors’.
Premier Membership Has Its Advantages
In addition to the 3-Day Client Acquisition Mastery Workshop and the 1-Year Accountability Group, when you register for the Premier Membership you’ll receive a 1-1 60-minute Fast Track Coaching Call with Bill Bachrach. During this call, Bill will learn about your business and take you through a process that will exponentially shorten your learning curve, get you focused on your highest-payoff activities, and develop a personal game-plan that will help you achieve your business goals.
You’ll also receive a 1-Year Subscription to the Values-Based Quality of Life™ Newsletters, 100 Financial Road Maps, and 25 Values-Based Financial Planning books to get you started on your Values-Based Financial Planning™ journey.
Use the monthly high-value Values-Based Quality of Life™ newsletter to keep in contact with clients and prospects. There is nothing about financial health in the newsletter (because you take care of that for them) — it is all about things in life people can’t delegate (physical health, inner health, mental health, career health, and relationship health). The message the Newsletter sends is, “I’m helping you to have a great quality of life so you don’t have to spend your valuable time learning about financial things because that is what we do for you.”
Not sure if the Premier Membership is right for you? Send us a message, we'll help.
AdvisorRoadmap™ Upgraded Membership Options:
'Dojo' Membership
Super Early Bird Investment Pricing Ends November 30, 2017- A ticket to the 2018 Client Acquisition Mastery Workshop (August 8-10, 2018 – San Diego, CA)
Accountability Membership
100 Max. Participants- A ticket to the 2018 Client Acquisition Mastery Workshop (August 8-10, 2018 – San Diego, CA)
- 1-Year Group Accountability Program with The Accountability Coach™, Anne Bachrach
Premier Membership
25 Max. Participants- A ticket to the 2018 Client Acquisition Mastery Workshop (August 8-10, 2018 – San Diego, CA)
- 1-Year Group Accountability Program with The Accountability Coach™, Anne Bachrach
- 60-minute Fast Track Coaching Call with Bill Bachrach
- 1-Year subscription to the Values-Based Quality of Life Newsletters (100 / month)
- 100 Financial Road Maps
- 25 Values-Based Financial Planning books
*You will need to be an active AdvisorRoadmap™ Member to attend the 2018 Client Acquisition Mastery Workshop