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 4th quarter: 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

October 13th - 15th, San Diego, CA

Non-Member

$3,400

  • 3-Day Mastery Workshop
  • 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

$2,500

  • 3-Day Mastery Workshop
  • 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 Win More Ideal Clients

Weekly Prize Drawing

Register now to participate in the special weekly drawing to win one of these BONUS prizes. 7 winners per week. Must be registered to WIN!
3-Nights Hotel Accommodations
3-Nights Hotel Accommodations
3-nights hotel accommodations at the host hotel: Del Mar Hilton ($600 value). 7 winners total for this bonus prize. 4/7 winners remaining.
$300 Gift Card
$300 Gift Card
$300 prepaid Visa gift card for meals, transportation, entertainment, etc. 7 winners total for this bonus prize. 4/7 winners remaining.
AdvisorRoadmap Membership Extension
AdvisorRoadmap Membership Extension
6-month AdvisorRoadmap Virtual Training Platform membership extension. 7 winners total for this bonus prize. 4/7 winners remaining.
Dinner / 1:1 Coaching Calls with Bill Bachrach
Dinner / 1:1 Coaching Calls with Bill Bachrach
Dinner with Bill Bachrach (infinite potential ROI). 7 winners total for this bonus prize. 4/7 winners remaining.

1:1 Coaching Calls with Bill Bachrach (infinite potential ROI). 14 winners total for this bonus prize. 8/14 winners remaining.

The sooner you register, the more chances you have to win! Click here to register.

Ideal Clients = Ideal Business = Ideal Life

October 13th - 15th, San Diego, CA

Non-Member

$3,400

  • 3-Day Mastery Workshop
  • 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

$2,500

  • 3-Day Mastery Workshop
  • 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