Client Acquisition Mastery Dojo Workshop
Join the ultimate gathering of AdvisorRoadmap™ Members for 3 days of immersive practice designed to improve Your SKILL and CONFIDENCE in rapidly acquiring Ideal Clients!
Dates: March 19th - 21st, 2025
Location: San Diego, CA or Virtual (ZOOM)
Current Investment: $2,500
(Investment increases September 30th)
"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)
Experience The Dojo Workshop
ACQUIRE YOUR
IDEAL CLIENTS
CREATE YOUR
IDEAL BUSINESS
LIVE YOUR
IDEAL LIFE
The Promise of The Dojo Workshop
Whether you’re joining us in San Diego or virtually, the promise of the Client Acquisition Mastery Dojo Workshop is simple: You will develop more skill, more confidence, and more competence 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).
A Guided Practice Environment with like-minded, motivated financial professionals engaged in interactive, experiential learning to accelerate results.
You will get exactly that, and so much more!
The more you practice, the more success you will have. Whether practicing in a face-to-face or virtual environment, you will develop more competence that translates into better results in the real world, both in face-to-face and virtual meetings.
Current Investment: $2,500
“Formal education will make you a living; self-education will make you a fortune.” – Jim Rohn
In Summary - The Dojo Workshop Is
19 total hours of training and practice.
20 paired practice sessions.
15 coaching tip sessions and Q & A opportunities.
The Result: The skill and confidence to acquire more Ideal Clients so you accelerate building your Ideal Business and living your Ideal Life.
Just ONE new Ideal Client delivers 5x – 20x… or more, Return-on-Investment.
Dojo Workshop Tuition
The Dojo Workshop
- A seat at the 2025 Client Acquisition Mastery Dojo Workshop (March 19th – 21st, 2025).
*In-person or virtual - Recordings from the Workshop and Presentation Slides.
- Breakfast, lunch, and snacks (In-person only).
Investment = $2,500
The Dojo Workshop + Financial Road Map Coaching w/ Bill
- A seat at the 2025 Client Acquisition Mastery Dojo Workshop (March 19th – 21st, 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 = $4,000
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 2024 Dojo Workshop
Day 1: Wednesday, March 20th 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, March 21st from 7:55 am – 4:00 pm Pacific Time
Mastering the Financial Road Map Interview
Mastery of Critical Conversations #3 – #7
Day 3: Friday, March 22nd 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 (In-person only).
Click here to review the March 2025 Dojo Workshop Detailed Agenda.
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 Tuition
The Dojo Workshop
- A seat at the 2025 Client Acquisition Mastery Dojo Workshop (March 19th – 21st, 2025).
*In-person or virtual - Recordings from the Workshop and Presentation Slides.
- Breakfast, lunch, and snacks (In-person only).
Investment = $2,500
The Dojo Workshop + Financial Road Map Coaching w/ Bill
- A seat at the 2025 Client Acquisition Mastery Dojo Workshop (March 19th – 21st, 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 = $4,000
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