FREE LIVE TRAINING:
September 19th, 2024 @ 2pm ET
Client Acquisition Masterclass
Learn Exactly How to Attract & Acquire More Ideal Clients
Increase your revenue.
Elevate your fees.
Build your Ideal Business.
This Masterclass will be hosted on ZOOM and is intended for all financial advisors and professionals who want to grow their business, work with more Ideal Clients, and be a better financial advisor.
WHAT CAN YOU GAIN BY ATTENDING?
93% of financial advisors work too many hours, for too little money, trying to serve too many of the wrong clients!
Why is that?
The primary reason for this is that most client acquisition processes pretty much guarantee that you get the WRONG clients. And, if you get A LOT of the wrong clients you’re now in a trap… too much time spent serving the wrong clients means there’s not enough time to get the right clients.
This death spiral has killed the dreams of many advisors. Even advisors with a lot of AUM get stuck in this trap.
Don't get stuck in the 93%.
During the Client Acquisition Masterclass, you will learn 5 key ingredients for creating your very own client acquisition PLAYBOOK that will help you consistently attract and acquire your Ideal Clients.
5 Key Takeaways You Will Learn:
CLIENT ACQUISITION
Learn the best (and only) definition of Client Acquisition that will guide all of your decisions, focus, and actions.
IDEAL CLIENTS
Learn who should be your Ideal Client and why.
AVOID THIS MISTAKE
Discover the BIG mistake that most advisors make and what to do about it.
STEAL OR RESCUE
Learn why it's easy to “steal” (rescue) the best clients from established advisors.
CRITICAL CONVERSATIONS
Learn the 7 Critical Conversations for client acquisition mastery to attract & acquire Ideal Clients quickly.
Featured In:
MEET YOUR EXPERT HOST
Meet Bill Bachrach
Bill's thinking, writing, speaking, and training have made him one of the most popular resources in the world for Financial Advisors who seek to build high-trust client relationships, master client acquisition, and emulate the success habits of Top Advisors.
His books such as, Values-Based Financial Planning, and, High-Trust Leadership, are industry best-sellers, and his articles appear in the most prestigious financial services publications around the world.
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 22 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.
The AdvisorRoadmap™ Virtual Training Platform is Bill Bachrach's legacy to help advisors acquire more Ideal Clients. so they build their Ideal Business. and ultimately live their Ideal Life.
Advisor Results After Attending The Masterclass
"Shortly after the Masterclass, I landed my first Ideal Client at $30,000! I asked, "Would you like to get started" and they said "Yes!""
- Rob W. (Chicago, IL)
"After the Masterclass I went from over 800 clients and $800k in production to 135 clients and my production went up to $1.2M. I now have the skill and confidence to build my Ideal Business of 40 Ideal Clients paying me $40k each per year."
- Stan R. (Chalfont, PA)
"I started from scratch and in less than 4 months acquired 4 Ideal Clients generating $32,000 of annual recurring revenue. The Masterclass is exactly what I needed at exactly the right time."
- Allison D. (Virginia Beach, VA)
"After attending the Masterclass I took action, implemented, and generated $97,535 of new revenue from Ideal Clients. Clients and prospects love the process."
- Julian J. (Frisco, TX)
"In just five weeks since attending the Masterclass, I generated over $62,000 of annual recurring revenue. My client relationships are growing stronger and deeper than ever before."
- Alex K. (Laguna Niguel, CA)
"I brought on 5 new Ideal Clients who pay me a total of $90,000 in annual recurring revenue. Super happy with the process I learned and the results!"
- Andrew W. (Acworth, GA)
"I built my $1.5M fee-based business by implementing the powerful, repeatable process from this Masterclass. I wish I had this process from my first day in the business!"
- Sybil P. (Denver, CO)
"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)
"Added 3 new clients with $4.8M of AUM as a result of implementing the process I learned on the Masterclass within 90 days. Amazing results!”
- Alan C. (San Antonio, TX)
Client Acquisition Masterclass
Learn Exactly How to Attract & Acquire More Ideal Clients
Starts: Thursday, September 19th @ 11:00 am Pacific / 2:00 pm Eastern
Become a Master of Client Acquisition and...
01
Make More Money
...by learning how to attract and acquire Ideal Clients who each pay you more annual recurring revenue.
02
Work Fewer Hours
...by not wasting time on unproven and expensive methods of client acquisition that generate less-than-ideal leads and prospects.
03
Serve Fewer Clients
...who pay you $10,000, $20,000 or $30,000 per year (or more).
Client Acquisition Masterclass
Learn Exactly How to Attract & Acquire More Ideal Clients
Starts: Thursday, September 19th @ 11:00 am Pacific / 2:00 pm Eastern
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