The Client Acquisition Mastery Dojo Workshop is BACK in 2025 – Are You Ready?
Join us for 3 transformative days of immersive, skill-building practice – designed to sharpen your ability to acquire Ideal Clients with confidence and consistency.
This is where financial advisors go to train like pros – because the real world rewards skill, not just knowledge.
Dates: October 8th - 10th, 2025
Location: San Diego, CA or Virtual (ZOOM)
Super Early-Bird Investment: $2,000
*Investment increases April 30th, 2025 at 5pm Pacific
Advisors' Results Shortly After Attending the Dojo
"I had a new prospect come in today to complete their Financial Road Map and I acquired them for $25k per year! All thanks to the Dojo Workshop."
- Chris W. from Austin, TX (Dojo 1st Timer - Received this message from Chris 7 days after his first Dojo)
"The Dojo experience was incredibly helpful. I upgraded a client to an Ideal Client yesterday, planning fee and AUM fee is now $30k/yr)."
- Cristina G. from Alexandria, VA (Dojo 1st Timer - Received this message from Cristina 10 days after her first Dojo)
"My first Financial Road Map back from the Dojo resulted in me discovering 259k of new assets with an existing client!"
- Craig M. from Saint-Lambert, Quebec (Dojo Veteran - Received this message from Craig 5 days after the Dojo)
"I had 2 clients complete their Financial Road Maps and pay a planning fee up front generating $10,000 of planning revenue and $10,000 of recurring revenue!"
- Julian J. from Frisco, TX (Dojo Veteran - Received this message from Julian 12 days after the Dojo)
What You'll Experience At The Dojo Workshop
The Dojo Workshop Promise
Whether you're joining us in San Diego or virtually, this is no ordinary workshop. It's a high-performance training ground where AdvisorRoadmap™ Members level up through hands-on, real-time practice with the 7 Critical Conversations and the Financial Road Map so you consistently and predictably acquire Ideal Clients (and Non-Ideal Clients, if you still need them).
Practice is the path to mastery. Inside this guided, experiential learning environment, you’ll:
- Train alongside like-minded, driven advisors.
- Practice real conversations in real scenarios.
- Receive coaching and feedback to improve your communication.
- Walk away with increased skill, confidence, and clarity to acquire Ideal Clients.
Super Early-Bird Investment: $2,000
"Are your actions consistent with the outcomes you’ve been hoping for?"
- Johnny Quinn (Former NFL player and Olympian)
Important Note - The Dojo Workshop is not something to take for granted. Currently, we are planning to host an October 2025 and March 2026 Dojo Workshop. Bill recently mentioned publicly that any of these upcoming Dojos could be the last as he’s already living his Ideal Life! We are glad he agreed to lead the October and March Workshops, but he hasn’t committed to any beyond that.
In Summary - The Dojo Is:
- 19 hours of high-impact training
- 20 live paired practice sessions
- 15 laser-focused coaching and Q&A segments
The Result: More skill and confidence to acquire more Ideal Clients so you accelerate building your Ideal Business so you can live your Ideal Life.
Just ONE new Ideal Client delivers 5x – 20x (or more) Return on Investment.
ACQUIRE YOUR
IDEAL CLIENTS
CREATE YOUR
IDEAL BUSINESS
LIVE YOUR
IDEAL LIFE
"The Financial Road Map is the best client engagement process in the world! Being able to practice with other advisors and receive instant feedback at the Dojo Workshops has been the best business decision I've ever made."
- Peter C. (Dojo Veteran)
"I got cold feet leading up to the Dojo and was planning on canceling. So glad I did not cancel. After 3 days I'm leaving the Dojo with more motivation than ever and I've increased my skill and confidence to actually acquire my Ideal Clients and serve them at the highest level."
- Tonya (Dojo 1st Timer)
"I can honestly tell you that the Client Acquisition Mastery Dojo Workshop was the best workshop I have ever attended. I highly recommend it to any advisor serious about client acquisition and adding Ideal Clients."
- Mark S. (Dojo 1st Timer)
Dojo Workshop Investment
Get ready for 3 transformative days in San Diego, CA (or virtually) of immersive, skill-building practice – designed to sharpen your ability to acquire Ideal Clients with confidence and consistency.
The Dojo Workshop
- A seat at the October 2025 Client Acquisition Mastery Dojo Workshop (October 8th – 10th, 2025).
*In-person or virtual - Recordings from the Workshop and Presentation Slides.
- Breakfast, lunch, and snacks (In-person only).
Investment = $2,000
*Increases on April 30th, 2025 at 5pm PT
The Dojo Workshop + Financial Road Map Coaching w/ Bill
- A seat at the October 2025 Client Acquisition Mastery Dojo Workshop (October 8th – 10th, 2025).
*In-person or virtual - Recordings from the Workshop and Presentation Slides.
- Breakfast, lunch, and snacks (In-person only).
- Get one of your Financial Road Map Interviews coached by Bill for direct feedback and opportunities for massive improvement.
Submit your recording anytime prior to the 2025 Dojo Workshop.
Investment = $3,500
*Increases on April 30th, 2025 at 5pm PT
The Dojo Workshop will forever change my career! I now see a path to success that I never could have imagined before, along with the action steps to make it happen. You have turned a pipe dream into what I now see as my Ideal Life. The Dojo is a complete GAME CHANGER!
— Jerry S. (Sacramento, CA)
What AdvisorRoadmap™ Members Say About The Dojo
Snapshot Agenda for the 2025 Dojo Workshop
Day 1: Wednesday, October 8th from 7:55 am – 4:00 pm Pacific Time
The Art & Science of Talking to Anyone, Anytime, Anywhere
Mastery of Critical Conversations #1 - #4
Day 2: Thursday, October 9th from 7:55 am – 4:00 pm Pacific Time
Mastering the Financial Road Map Interview
Mastery of Critical Conversations #3 – #7
Day 3: Friday, October 10th from 7:55 am – 4:00 pm Pacific Time
Mastering Commitment To Hire, Putting It All Together, & Success Planning
*Breakfast, lunch, and snacks are provided each day.
More AdvisorRoadmap™ Members Talking About The Dojo
"I am not one to exaggerate but I can honestly tell you that the Client Acquisition Mastery Dojo Workshop was the best workshop I have ever attended. I highly recommend it."
- Mark S. (Tucson, AZ)
"When you're here for three days working on the scripts, working with other advisors, it's really very powerful. The three days of intense practice every year have greatly improved my confidence and skill at acquiring Ideal Clients."
- Maureen R. (San Ramon, CA)
"This process is the best client engagement tool there is. But like anything else, to get really good at it you need to practice. The Dojo Workshop is the best place to practice and master the Financial Road Map. I just wish you did more than once a year."
- Peter C. (Varsity Lakes, QLD, Australia)
"The Dojo Workshop creates an accelerated learning experience for me. You practice the right way in a controlled environment, master it, then you can replicate that in the real world. The practice, the feedback, the guidance has made the last three days so valuable and memorable."
- Daries N. (Singapore, Singapore)
Dojo Workshop Investment
Get ready for 3 transformative days in San Diego, CA (or virtually) of immersive, skill-building practice – designed to sharpen your ability to acquire Ideal Clients with confidence and consistency.
The Dojo Workshop
- A seat at the October 2025 Client Acquisition Mastery Dojo Workshop (October 8th – 10th, 2025).
*In-person or virtual - Recordings from the Workshop and Presentation Slides.
- Breakfast, lunch, and snacks (In-person only).
Investment = $2,000
*Increases on April 30th, 2025 at 5pm PT
The Dojo Workshop + Financial Road Map Coaching w/ Bill
- A seat at the October 2025 Client Acquisition Mastery Dojo Workshop (October 8th – 10th, 2025).
*In-person or virtual - Recordings from the Workshop and Presentation Slides.
- Breakfast, lunch, and snacks (In-person only).
- Get one of your Financial Road Map Interviews coached by Bill for direct feedback and opportunities for massive improvement.
Submit your recording anytime prior to the 2025 Dojo Workshop.
Investment = $3,500
*Increases on April 30th, 2025 at 5pm PT
- 1988-2025 YourAdvisorRoadmap.com