AdvisorRoadmap Virtual Training Platform

Today is the last day to take advantage of the special 50% off offer on the AdvisorRoadmap Virtual Training Platform – named one of the best business development and client acquisition programs by Michael Kitces and the Nerd’s Eye View team. Imagine increasing your skill, confidence, and results with proven processes that help you locate, attract, acquire, and serve the Ideal Clients who genuinely appreciate the value you bring. Visit www.YourAdvisorRoadmap.com and take advantage of the special offer. *Offer ends today, October 31st, at 5pm Pacific / 8pm Eastern Why Choose the AdvisorRoadmap Virtual Training Platform? 1. Proven, repeatable processes to find, attract, and acquire high-net-worth clients quickly. 2. A blueprint to reduce the number of the wrong clients in your book while increasing the number of Ideal Clients so you build your Ideal Business exclusively with Ideal Clients. 3. Processes, tools, and scripts so you create a superior experience to ensure clients do all of their financial business with you AND refer you to all of their friends, family, and colleagues. More than 90% of advisors are struggling with these very issues, and the AdvisorRoadmap platform provides a repeatable solution that works. Don’t miss your chance to join for 50% off – it’s your last opportunity for this offer! www.YourAdvisorRoadmap.com

What a great privilege for the AdvisorRoadmap Virtual Training Platform to be nominated by Michael Kitces as one of the best Practice Management Programs. Thank you! www.YourAdvisorRoadmap.com *Use promo code KITCES for 20% off the annual membership Proven, Repeatable Processes to Increase Your Skill and Confidence In Acquiring & Serving Ideal Clients. https://lnkd.in/gfuddcQg

Taking two, three, or four meetings to get hired is inefficient and potentially detrimental for financial advisors because it delays the decision-making process and wastes valuable time for both the advisor and the prospect. Prospects are quick to lose interest, view the advisor as indecisive, or feel overwhelmed by the drawn-out process. This leads to lost opportunities and most importantly, lost revenue and lost time. A streamlined, effective meeting process that shortens the decision cycle to ONE meeting not only builds trust, but also positions the advisor as confident, decisive, and respectful of the prospect's time. If you're currently taking two, three, or four meetings to get hired, you need to learn about the most proven client acquisition tool designed to attract & acquire high-net-worth clients in one meeting, the Financial Road Map. The Financial Road Map has been described as an "epiphany-creation machine" for prospects to hire you quickly: Epiphany #1 - We need a financial plan (Or a better financial plan). Epiphany #2 - We want to hire you to help us. Save your spot for the training at https://bit.ly/3YDRCLm Join me on Thursday, October 24th at 11am Pacific / 2pm Eastern and learn the most proven client acquisition tool designed to attract & acquire high-net-worth clients Online Training: Learn the Most Proven Client Acquisition Tool Designed to Attract & Acquire High-Net-Worth Clients Date & Time: Thursday, October 24th @ 11 AM Pacific / 2 PM Eastern Save your spot for the training at https://bit.ly/3YDRCLm This event is one high-value hour and totally FREE however, limited seating is available.

It's not about being different. It's about being effective. While so many financial advisors and professionals look for new ways to differentiate themselves from other advisors, what if you set out to be more effective? 🤔 ✅ More effective at scheduling initial meetings with prospects. ✅ More effective at conducting valuable initial meetings with prospects. ✅ More effective at answering questions prior to getting hired like "What do I get?" and "How much does it cost?" ✅ More effective at building such a high level of trust that prospects hire you in one meeting. ✅ More effective at using your financial planning software AFTER you've already been paid. ✅ More effective at getting clients' entire financial house in perfect order and keeping it that way forever. ✅ More effective at receiving referrals from your Ideal Clients' friends, family, and colleagues? By being more effective, you would be differentiating yourself from all other advisors. 🤯 www.YourAdvisorRoadmap.com #effective #roadmap #financialadvisors #trust #idealclients #communication

The biggest challenge for most financial advisors is locating, attracting, and acquiring new high-net-worth clients. Most traditional client acquisition processes almost guarantee you'll bring in clients who drain your time and energy, instead of the ones who inspire growth and profitability. No wonder too many advisors are stuck working too many hours, for too little money, while serving too many of the wrong clients. If you're a financial advisor looking to overcome this challenge and want to start attracting and acquiring the right type of clients, join me this Thursday at 11 AM Pacific / 2 PM Eastern for a free 1-hour training, The Client Acquisition Masterclass. Register at https://bit.ly/4ePTYfg The Client Acquisition Masterclass will teach you precisely how to locate, attract, and acquire more Ideal Clients, ensuring your pipeline is consistently filled with high-net-worth prospects and a process to acquire them quickly! BONUS - By registering and attending the Masterclass you'll unlock access to our exclusive training course, Get A PhD In Wealthy People.   This course is designed to help you develop the skills and confidence to become an expert on the affluent individuals in your community—a key step in growing your business with the right type of clients. Don’t miss out! Register for The Client Acquisition Masterclass at https://bit.ly/4ePTYfg

In the ever-evolving world of working in the financial services industry, the ability to attract and acquire Ideal Clients is a critical skill for your success. So how confident are you that your current client acquisition process will help you attract and acquire your next Ideal Client? If you're not a 10 out of 10, don’t worry—you can change that on October 17th! Join me, Bill Bachrach, for a LIVE 1-hour training, The Client Acquisition Masterclass, where you'll learn the 5 key ingredients to create your own Client Acquisition Playbook. This will give you more skill and confidence to attract and acquire more Ideal Clients—even if you're currently stuck working too many hours, for too little money, for too many of the WRONG clients. Event Details - The Client Acquisition Masterclass: Learn Exactly How To Attract & Acquire More Ideal Clients Date & Time: Thursday, October 17th at 11 AM Pacific / 2 PM Eastern Reserve your free seat here https://bit.ly/4ePTYfg The fundamentals of mastering client acquisition haven't changed any more than the fundamentals of money, saving, or investing have changed in the past 30 years however, with so many distractions in the industry it's easy to get sucked into the wrong path. A bunch of mass marketing solutions that attract, you guessed it, the masses. And advisors wonder how they end up working with too many of the wrong clients. It's because their client acquisition process doesn’t attract the right ones! This drains your time and energy, preventing you from focusing on Ideal Clients. What you need is an Ideal Client Acquisition process and Playbook to help you bring in the clients you really want. Register today and join us on October 17th for The Client Acquisition Masterclass here https://bit.ly/4ePTYfg Live Event: Client Acquisition Masterclass - Learn Exactly How to Attract & Acquire More Ideal Clients Date and Time: Thursday, October 17th at 11 AM Pacific / 2 PM Eastern Register here https://bit.ly/4ePTYfg *Seating for the training is limited.

I love hearing financial advisor success stories like Mark's. Mark was self-proclaimed "stuck in the mediocre middle" - working too many hours, for too little money, serving too many of the WRONG clients. He knew there has to be a better way to attract and acquire Ideal Clients and build his business and he did not want to re-invent the wheel. Mark started implementing the Financial Road Map process and in 90 days generated $250k of recurring revenue from Ideal Clients and profitable non-Ideal Clients. Was anything special about Mark? No! If your current client acquisition process isn't attracting and helping you quickly acquire Ideal Clients, stop wasting your time and money! Learn how the AdvisorRoadmap Virtual Training Platform can help you acquire Ideal Clients immediately here www.YourAdvisorRoadmap.com or join us on Thursday, October 17th at 11 AM PT / 2pm ET for a free training event, The Client Acquisition Masterclass. Register for the Masterclass at https://bit.ly/4ePTYfg #financialadvisor #clientacquisition #idealclients #idealbusiness #masterclass

The standard model to build your financial services business will produce standard results. Standard results for most financial advisors? Working too many hours, for too little money, serving too many of the WRONG clients. Advisors and financial professionals that come to us for help often say they've tried all the different training programs, digital marketing systems, lead gen services, the list goes on and on, and they want to know and have an overwhelming sense that the client acquisition process they'll learn from us will work. Our response is quite simple: Emulate the actions of those advisors who have come before you and have succeeded in building their Ideal Business... you'll get the results. Fail to learn the process, implement, and take action, you'll fail to get the results. Take Bill here for example. Crystal clear on the vision of his Ideal Business and Ideal Life, plus taking the action to do the work his goals require. Ready to start your journey to your Ideal Business? www.YourAdvisorRoadmap.com #financialadvisor #roadmap

Have you ever been told to “work in your natural market”? If you’re in financial services, you’ve probably heard this before. When I started out as an advisor, I assumed the large firm that hired me would have all the processes, scripts, and tools to help me acquire Ideal Clients. Long story short... they didn’t. Instead, I was told to rely on my “natural market”—the worst advice I ever received. Realizing my firm had no proven, repeatable system to attract high net-worth clients, I set out to create my own. At 26, I began successfully rescuing high net-worth clients from their current advisors. Over time, I trained others on this process, called Values-Based Financial Planning. Fast forward 36 years, and this approach has helped tens of thousands of advisors master client acquisition while delivering exceptional value to Ideal Clients. Here’s how this impacts you. More than likely your current client acquisition approach has you working too many hours, for too little money, and for the wrong clients... it’s time to rethink your strategy. Why settle for this when you can build your Ideal Business? The beauty of this industry is you can design the business that aligns with your goals. So why not build one that lets you work fewer hours, acquire more Ideal Clients, and boost your income? That’s why I’ve created a 1-hour online training: The Client Acquisition Masterclass, happening on Thursday, September 19th at 11am Pacific / 2pm Eastern. 👉 Click here to reserve your FREE seat today https://bit.ly/3zmYEKk During this free training, we’ll answer the 5 critical questions for mastering client acquisition, including: 1. The best definition of Client Acquisition to guide your every decision. 2. How to identify and target your Ideal Clients—and what to say and do when in front of them. 3. The biggest mistake most financial advisors make—and how to avoid it. 4. Why it’s easier than you think to “rescue” high net-worth clients from other advisors. 5. The 7 Critical Conversations for client acquisition mastery. Ready to transform your client acquisition process? 👉 Click here to reserve your FREE seat today https://bit.ly/3zmYEKk #financialadvisor #clientacquisition #roadmap #idealclients #idealbusiness

"How do I locate, attract, and quickly acquire high-net-worth clients?" This is the #1 question we get asked by financial advisors. EVERY. SINGLE. DAY. Whether you're a new advisor, a seasoned pro, or stuck in the "mediocre middle" working too many hours, for too little money, serving too many of the wrong clients, there's one truth that applies to every financial advisor: Client acquisition is 100% your responsibility. To consistently attract high-value clients, you must not only capture their attention but compel them to hire you. Quickly. By quickly I mean in one meeting. This is the core of your business, and it’s the one job you cannot delegate. If you're a financial advisor looking to end your search for the answer to this question, this question is exactly what I'll be answering, plus much more, during the Client Acquisition Masterclass I'm hosting on Thursday, September 19th at 11 AM Pacific / 2 PM Eastern. If you want to attract high-value clients and acquire them in ONE meeting, join me for this FREE Masterclass all about Client Acquisition. Claim your seat ➡️ https://bit.ly/3zmYEKk During this special online training, you will discover: 1. A proven process to find and attract high-net-worth client 2. A proven process to build trust rapidly and turn prospects into clients quickly. 3. A proven process to acquire clients in your very first meeting. 4. A proven process to generate more referrals. This is the exact blueprint you need to boost your business and accelerate you towards building your Ideal Business with Ideal Clients. Come prepared to learn, take detailed notes, and you'll be ready to start implementing immediately. It’s all about taking action and getting real results. Register Here ➡️ https://bit.ly/3zmYEKk #FinancialAdvisors #ClientAcquisition #BusinessGrowth #HighNetWorth #Masterclass #ClientSuccess #GrowYourBusiness