Ideal Clients = Ideal Business = Ideal Life


Success Story

"Formal education will make you a living; self-education will make you a fortune." - Jim Rohn

This ultimate gathering of AdvisorRoadmap™ members is where you will experience the guided practice required to develop the skills necessary to more rapidly acquire Ideal Clients.

We’ve found that people who want to accelerate their results participate in this 3-Day Workshop. Shorten your learning curve and get on the fast-track to master client acquisition and build your Ideal Business.

Click here to register and accelerate your results!

THRIVE in the new DOL Fiduciary Standard World!

Success Story"Many Advisors Won't Survive The DOL Rule...within 10 years, half the advisors in the industry will be gone. And the DOL rule
is a big part of the reason. Advisors need to find a different
value proposition.
" - Ric Edelman

Success Story“I think Ric is correct. Many advisors will be crushed by the disruption of the DOL / Fiduciary Standard. However, savvy advisors will use it as a springboard to exponential business growth. " - Bill Bachrach

Success Story
*Bill Bachrach and Ric Edelman both write regular columns in FA Magazine.

THIS Workshop Is Measured By The Amount Of Skill And Confidence
You Gain To Go Get More Ideal Clients!

Success Story

Most conferences and so-called 'workshops' are measured by the number of speakers, the number of sessions, the volume of information, and the number of pages of notes taken.

What would have a bigger impact on your business revenue:
More information...or more SKILL and CONFIDENCE?

"Don't let your learning lead to knowledge. Let your learning lead to action." - Jim Rohn

The ‘Dojo’

Guided Practice In The Dojo So You Master Your Skills. When You Return Home You Don’t Have Pages Of Notes…You Have A Higher Level Of Skill And Confidence To Go Get Your Next Ideal Client.

Online Curriculum

If You Are Not Already A Member, Your tuition Includes Your 1-year membership To Our Virtual Training Platform. You Will Start Increasing Your Skill Immediately And Get Your ROI Well Before The Workshop Even Takes Place. Click Here To Discover More About Our Virtual Training Platform.

1:1 Coaching by Experts

You Receive Personal Coaching To Simulate Your Learning And Increase Your Retention Which Leads To Improved Execution And Results When You’re Back In The Real World.

7-Figure Business

Attract And Get Hired By Better Clients, Implement Goals-Based Financial Planning, Generate Higher Planning Fees (Up-Front & Ongoing), Gather More Assets And Get More Referrals. You Can Build A Seven-Figure Business And Have A Great Work/Life Balance.

Click Here To Review Complete Agenda      Click Here To Register & Get More Ideal Clients

Ideal Clients = Ideal Business = Ideal Life

August 16th - 18th, 2017    San Diego, CA

Non-Member

Early-Bird Ends January 1

2,150

  • 3-Day Mastery Workshop - August 16th - 18th, 2017
  • One-Year Membership to the AdvisorRoadmap Virtual Training Platform
  • 16.5 CE Credits (U.S.) / 21.20 CPD Hours (U.K.) / 27.75 CPD Points (Australia) / 18 CE Points (Canada)
  • Live Prep & Post-Workshop Webinars with Bill Bachrach
  • Breakfast & Lunch
  • Networking Opportunities With Other Participants & Speakers
Register Now

AdvisorRoadmap Member

Early-Bird Ends January 1

1,250

  • 3-Day Mastery Workshop - August 16th - 18th, 2017
  • 16.5 CE Credits (U.S.) / 21.20 CPD Hours (U.K.) / 27.75 CPD Points (Australia) / 18 CE Points (Canada)
  • Live Prep & Post-Workshop Webinars with Bill Bachrach
  • Breakfast & Lunch
  • Networking Opportunities With Other Participants & Speakers
Register Now

“If you really want something, you’ll find a way. If you don’t, you’ll find an excuse.” – Jim Rohn

What Will Your Results Be With Improved SKILL and Higher CONFIDENCE?

People Skills Are More Important Than Technical Skills
When It Comes To Winning Ideal Clients.

Technical skills are table stakes...People Skills make the difference and seperate you from all other FAs.



Click Here To Register And Differentiate Yourself!

Ideal Clients = Ideal Business = Ideal Life

August 16th - 18th, 2017    San Diego, CA

Non-Member

Early-Bird Ends January 1

2,150

  • 3-Day Mastery Workshop - August 16th - 18th, 2017
  • One-Year Membership to the AdvisorRoadmap Virtual Training Platform
  • 16.5 CE Credits (U.S.) / 21.20 CPD Hours (U.K.) / 27.75 CPD Points (Australia) / 18 CE Points (Canada)
  • Live Prep & Post-Workshop Webinars with Bill Bachrach
  • Breakfast & Lunch
  • Networking Opportunities With Other Participants & Speakers
Register Now

AdvisorRoadmap Member

Early-Bird Ends January 1

1,250

  • 3-Day Mastery Workshop - August 16th - 18th, 2017
  • 16.5 CE Credits (U.S.) / 21.20 CPD Hours (U.K.) / 27.75 CPD Points (Australia) / 18 CE Points (Canada)
  • Live Prep & Post-Workshop Webinars with Bill Bachrach
  • Breakfast & Lunch
  • Networking Opportunities With Other Participants & Speakers
Register Now

“If you really want something, you’ll find a way. If you don’t, you’ll find an excuse.” – Jim Rohn