The Client Acquisition Mastery Dojo Workshop

Join the Ultimate Gathering of AdvisorRoadmap™ Members Designed to

Improve Your SKILL and CONFIDENCE at rapidly acquiring Ideal Clients!

Dates: March 20th - 22nd, 2024

Location: San Diego, CA or Virtual (ZOOM)

*Registration Is Closed - We'll let you know once the 2025 Workshop dates are released

"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 Tuition: Registration Closed December 31st, 2023

“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 2024 Client Acquisition Mastery Dojo Workshop (March 20th – 22nd, 2024) .
    *In-person or virtual
  • Recordings from the Workshop and Presentation Slides.
  • Breakfast, lunch, and snacks (In-person only).

Tuition = $3,000

*Registration is closed!

The Dojo Workshop + Financial Road Map Coaching w/ Bill

  • A seat at the 2024 Client Acquisition Mastery Dojo Workshop (March 20th – 22nd, 2024).
    *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 2024 Dojo Workshop.

Tuition = $4,500

*Registration is closed!

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 2024 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 2024 Client Acquisition Mastery Dojo Workshop (March 20th – 22nd, 2024) .
    *In-person or virtual
  • Recordings from the Workshop and Presentation Slides.
  • Breakfast, lunch, and snacks (In-person only).

Tuition = $3,000

*Registration is closed!

The Dojo Workshop + Financial Road Map Coaching w/ Bill

  • A seat at the 2024 Client Acquisition Mastery Dojo Workshop (March 20th – 22nd, 2024).
    *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 2024 Dojo Workshop.

Tuition = $4,500

*Registration is closed!