FREE LIVE TRAINING:
November 8th, 2023 @ 2pm ET
Client Acquisition Masterclass for Financial Advisors
Learn A Proven, Repeatable Process To Locate, Attract, & Acquire More Ideal Clients
Join Top Advisor Trainer and Coach, Bill Bachrach for this free masterclass and you'll learn how to:
- Make More Money by learning how to attract and acquire Ideal Clients who each pay you more annual recurring revenue.
- Work Fewer Hours by not wasting time on unproven and expensive methods of client acquisition that generate less-than-ideal leads and prospects.
- Serve Fewer Clients who pay you $10,000, $20,000 or $30,000 per year (or more).
LIVE Training Starts Wednesday, November 8th @ 11:00 am PT / 2:00 pm ET
Featured In:
"I’ve tried so many different programs and processes to acquire Ideal Clients and this one is exponentially better than everything else."
- Max C. (Arvada, CO)
"The power of this process is just mind-boggling."
- Dan F. (Loves Park, IL)
"Exactly what I needed! Since implementing the process I’m 4 out of 4 on getting hired."
- Kathleen L. (Lake Zurich, IL)
"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)
"In 45 days after the training, I added 1 Ideal Client at $7,700 AUD and 2 profitable non-Ideal Clients at $11,200 AUD.
- Paul G. (Kent Town, Australia)
"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)
The ability to attract and acquire Ideal Clients is a critical skill for success.
You can be the best financial advisor in the world but if you can't acquire Ideal Clients you'll either wash out of the industry completely or get stuck working too many hours, for too many of the wrong clients, for too little money.
It doesn't have to be this way!
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.
To help you excel in this area so you can attract and acquire more Ideal Clients, I have developed a 1-hour Masterclass to assist financial advisors in mastering the fundamentals of client acquisition, The Client Acquisition Masterclass.
The LIVE Masterclass starts Wednesday, November 8th at 11am Pacific / 2pm Eastern.
Learn the 5 fundamentals you must know and implement to master client acquisition, and since it's live, I'll stay on the Masterclass after all the content is delivered to answer every single question asked by you and other advisors to support you along your client acquisition journey.
It's free to attend but space is limited and we often fill up the virtual Masterclass room.
Put this complimentary, high-value online training firmly on your calendar and don’t let a low-priority distraction derail you from showing up.
CLIENT ACQUISITION MASTERCLASS
LIVE Training Starts Wednesday, November 8th @ 11:00 am PT / 2:00 pm ET
5 Key Takeaways You'll Learn From The Masterclass:
CLIENT ACQUISITION
What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions.
IDEAL CLIENTS
Who should your target client be and why? How to locate, attract, and acquire Ideal Clients.
AVOID THIS MISTAKE
Discover the BIG mistake that most advisors make and what to do about it.
STEAL OR RESCUE
Learn why is it easy to “steal” (rescue) the best clients from established advisors.
CRITICAL CONVERSATIONS
Learn the 7 Critical Conversations to attract & acquire more Ideal Clients.
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.
CLIENT ACQUISITION MASTERCLASS
LIVE Training Starts Wednesday, November 8th @ 11:00 am PT / 2:00 pm ET
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