FREE TRAINING FOR FINANCIAL ADVISORS
MASTERING CLIENT ACQUISITION IN
THE 'NEW NORMAL'
Financial Advisors:
The Battle For New Clients Starts Now.
While many financial advisors believe that the battle for new client acquisition starts when the pandemic is over, in reality it's already begun.
Discover The Answers To 5 Vital Questions
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?
AVOID THIS MISTAKE
What’s the BIG mistake that most advisors make and what to do about it?
STEAL OR RESCUE
Why is it easy to “steal” (rescue) the best clients from established advisors?
CRITICAL CONVERSATIONS
What are the 7 Critical Conversations for successful client acquisition mastery?
"I used Bill's template that I learned from the online training and called 8 people from my "cold file." One of them, who I hadn't spoken to in 18 months, wanted to talk about money. He has since hired me for financial planning with almost $1 million in investable assets."
— David R.
What You Will Take Away
Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients. Our online training will teach you how to:
01
Make More Money
...by having much better clients who each pay you more annual recurring income.
02
Work Less Hours
...by not wasting time on lame, unproven, and expensive methods that generate crappy leads.
03
Fewer Clients
...you need the RIGHT clients who pay you $10,000, $20,000 or $30,000 per year (or more).
In order to work fewer hours, acquire the RIGHT clients, and make more money, so you can improve your quality of life, register for this online training.
Bill Bachrach
There are many good reasons why Bill Bachrach is, by far, the most highly paid trainer and coach for top financial advisors in the world.
His systematic, simple, no-nonsense repeatable processes are proven to work for successful veterans, the mediocre middle, and newer advisors.
Bill is on a mission to help every financial advisor in the world who is serious about being great to elevate their client value, build their Ideal Business, and create their Ideal Life.
"I added $50k in new recurring revenue in the first 33 days. I implemented what Bill taught me, and it worked. Thank you for the new $50k in recurring revenue so far."
- Armando R.
"I’ve always had a hard time closing business. After joining the AdvisorRoadmap, I’m 3 for 3! The first 3 times I used your process I asked for a $5k up-front fee for planning – and got it!"
- Shannon H.
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