The #1 Training For Financial Advisors to Acquire Ideal Clients & Build an Ideal Business
The AdvisorRoadmap™ Virtual Training Platform is a turn-key virtual training platform that helps you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients at the highest level possible
"I've always had a hard time closing business. After joining the AdvisorRoadmap, I'm 3 for 3! The first 3 times I used your process I asked for a 5k up-front fee for planning — and got it! That's $15k ROI quickly using this process."
- Shannon H. (Naples, FL)
"I've been an AdvisorRoadmap member for 14 weeks and have generated over $300k in annual recurring revenue by simply implementing the process and conducting the Critical Conversations."
- Mark A. (Mt. Pleasant, SC)
Need More Proof That AdvisorRoadmap Is The #1 Training For Financial Advisors?
Watch the video below for a 12-minute tour of AdvisorRoadmap + an offer to earn special bonuses when you become a member today.
Get a return-on-investment of $30,000, or MORE... in 90 days, or LESS!
A Proven Process For Acquiring Ideal Clients That Actually Works
AdvisorRoadmap™ gives you instant access to proven, scripted, and repeatable processes that have helped thousands of advisors make more money and work with the right kind of clients... and they WILL WORK FOR YOU!
Watch an AdvisorRoadmap™ member speak about this proven, repeatable, step-by-step process located within the AdvisorRoadmap™ Virtual Training Platform.
Watch members of the AdvisorRoadmap™ Virtual Training Platform speak about their results using this proven, repeatable, step-by-step process.
Are You Ready to Make A Lot More Money and Work with the Right Kind of Clients?
It's time to make an investment in your most valuable asset: your true potential.
"I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!"
- Sybil P. (Denver, CO)
"I've tried a few different coaching programs and can honestly tell you that the AdvisorRoadmap ™ Platform has provided the most value to my practice."
- David R. (Indian Harbour Beach, FL)
After being a successful advisor himself by creating and implementing a process called Values-Based Financial Planning™, Bill Bachrach went on to be a trainer and coach for other financial advisors worldwide.
Since 1988 Bill Bachrach and his team have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.
For the last 21 years, Bill has led what is known as the Committed Advisor Mastermind Program which consists of a 4-year commitment at $5,000 / month (Yes, your math is correct, a $240k investment for an advisor).
In 2016, Bill and his team launched the AdvisorRoadmap™ Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process at an affordable price.
AdvisorRoadmap™ is Bill Bachrach's legacy to help advisors implement Values-Based Financial Planning™ and build their Ideal Business.
"Since the pandemic began I have added 3 new clients with $4.8M of AUM as a result of implementing your COVID-19 script. One of them was an Ideal Client with $2.3M. There’s one more with over $3M who I expect to become a new Ideal Client next week.”
- Alan C. (San Antonio, TX)
How to Build an Ideal Business (with Ideal Clients)
AdvisorRoadmap's turn-key virtual training platform helps you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients.
Here is what you will learn.
MASTER CLIENT ACQUISITON
Discover the 7 Critical Conversations and how to make a TRULY compelling offer to high net-worth prospects (one so compelling they just might fire their current advisor).
MASTER CLIENT SERVICE
Gain access to a process that exponentially increases your existing client's trust they have with you so they WANT to refer you to all of their friends, family, and colleagues.
Gain access to proven processes and access member-only resources that support you in helping you lead your team, and your clients, so everyone achieves their biggest goals.
MASTER TIME MANAGEMENT
Learn how to stop wasting time on low-payoff activities and focus all your attention on high-payoff activities that are crucial to building Your Ideal Business.
Master Client Acquisition Anytime, Anywhere, on Any Device
With AdvisorRoadmap™ you get 24/7 access to the proven processes located within the virtual training platform. This means you can learn anywhere, on any device, on yourtime.
Choose Your Plan - Annual or Monthly
Choose the pricing plan that works best for you! We offer a single annual payment of $1,450 (FSI Member Price - Normally $1,800) or a Monthly Plan option of $200 / month for 12 months.
Remember, this investment in yourself is only a fraction of what you'll earn when you learn how to acquire Ideal Clients the right way.
Your AdvisorRoadmap Membership Includes:
Instant access to the entire Values-Based Financial Planning turn-key business model
Training courses, scripts, demonstrations, and interactive real-world practice
Monthly Coaching Meetings LIVE with Bill Bachrach
High-Value Article Vault
High-Content Video Vault
Keynote speech videos
Advisor 24/7 FAQ database
Daily motivation and accountability
Interactive weekly lessons
Monthly Expert Interviews from industry leaders and experts
I can’t believe you’re giving all this away... It’s really WAY too cheap. I’m glad I got in before you figured that out and raised the price to what it’s actually worth.
— Charles T. (Antioch, TN)
Only a Few of the Many AdvisorRoadmap™ Success Stories
"I’ve acquired 7 Ideal Clients who pay my minimum annual fee of $24,000 and generated an additional $152,000 in recurring revenue from AUM."
- Debbie (Walnut Creek, CA)
"The AdvisorRoadmap Virtual Training Platform has given me all the scripts, processes and confidence necessary to acquire a $36k flat fee client."
- Dave T. (Breckenridge, CO)
"There is NOTHING, and I mean NOTHING, as good as this AdvisorRoadmap™ Virtual Training Platform. I’ve looked at everything and nothing even comes close! I’ve gone from charging zero for a financial plan to $2,500, and I’m raising my fee to $5,000 based on what I’ve learned so far."
- Frank P. (Oakland, CA)
"Before AdvisorRoadmap, I was earning $150k per year. After only one year of implementing this process, I grew to $360k. Two years in, I’m over $500k. Thank you!"
- Ron D. (Henrico, VA)
"Without a doubt, AdvisorRoadmap has been the best decision I have ever made. In just three weeks, I have already started to transform my practice to the Ideal Practice that I have always envisioned."
- Josh F. (Columbus, OH)
"I added $50k in new recurring revenue in the first 33 days. I implemented, and it worked. Thank you for the new $50k in recurring revenue so far."
- Armando R. (Scottsdale, AZ)
Being a master of client acquisition is a choice, not a personality trait. Anyone can learn these skills and profit from them.