Discover The Financial Road Map:
A Scripted, Repeatable Process
That's Proven To Acquire Ideal Clients
FREE Training Hosted by Expert Financial Advisor Trainer & Coach,
Bill Bachrach
Event Starts:
Thursday, May 25th
@ 11am Pacific /
2pm Eastern
A Scripted, Repeatable Process That's Proven To Work
Discover and learn how to implement the #1 client engagement process in the world, the Financial Road Map.
When you use the Financial Road Map, you will quickly acquire Ideal Clients and profitable Non-Ideal Clients. This process has worked for all types of advisors, from all over the world, for the last 35 years. Tried and true.
The Financial Road Map has been described as an "epiphany-creation machine" for prospects and existing clients.
Epiphany #1 - We need a financial plan (Or a better financial plan).
Epiphany #2 - We want to hire you to help us.
Watch advisors describe in their own words the power of the Financial Road Map process.
1-Hour Training That Has The Potential To Be A
Turning Point For Your Business!
- Does it take you more than one meeting to get hired?
- Do you do A LOT of work up-front for free (Even give away financial planning for free) in hopes of acquiring a client?
- Do you often feel you are trying to "convince" prospects to hire you?
- Are your initial meetings with prospects just like every other financial advisor's initial meeting? Be honest with yourself now.
- Do you lack the skills, the ability, and the confidence to work with people you would really consider Ideal Clients?
YOU ARE NOT ALONE...
The majority of financial advisors are working too many hours, for too many of the wrong clients, for too little money.
Why?
The primary reason is that most client acquisition processes pretty much guarantee that you acquire the WRONG clients.
Email marketing sales funnels, stalking people on LinkedIn, Facebook ads, SEO, any type of seminar, buying leads, expensive dinner meetings, and radio shows are all examples of mass-marketing client acquisition approaches that doom financial advisors to working with lots of small clients.
JOIN US THURSDAY, MAY 25th @ 11am PT / 2pm ET
What You Will Learn In 1-Hour
Chances are very high that your current initial meeting with prospects is just like, or very similar, to every other financial advisor. This is why you too often hear, "We need to think it over," instead of, "Yes," when you put your offer on the table to be hired. Chances are also very high that you're leaving money on the table with your existing clients. This online training will teach you how to:
01
Make More Money
...by learning how to attract and acquire Ideal Clients who hire you in the first meeting and quickly say, "Yes!"
02
Stop Leaving Money On The Table
...with your existing clients by building a higher level of trust so they do all of their business with you.
03
Inspire Clients To Implement
...all of your advice which will in turn lead to them gaining more trust in you and referring you to all of their friends, family, and colleagues.
"I've completed 22 Financial Road Maps and generated $163,541 in AUM and an additional $126,692 in commissions generated from other advice implemented. This method is simply amazing!"
— Paul R.
Bill Bachrach
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.
"So far I've completed 18 Financial Road Maps and generated $75,013 in recurring revenue as a result of AUM and $63,304 in commissions generated from other advice implemented."
- Jim M.
"I’ve completed 60 Financial Road Maps, have 7 more scheduled, and I’ve accepted Ideal and Non-Ideal Client revenue totaling over $300,000 in annual recurring revenue. Nothing is better than this process for the first meeting."
- Mark A.
JOIN US THURSDAY, MAY 25th @ 11am PT / 2pm ET
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