This 3-Day Workshop is exclusively for AdvisorRoadmap Virtual Training Platform Members.
Become a Member today and join us for this Workshop. Watch the video or review the Workshop agenda below to learn more about the benefits of this opportunity. When you’re ready to register, just click here.


Click here to review the 2016 Client Acquisition Mastery Workshop agenda.

Registration Pricing

Non-Member Price

Investment increases to $3,400 September 15th

$2,900

  • 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 Members

Investment increases to $2,500 September 15th

$2,000

  • 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

Results

“Within a few weeks of getting started I implemented what I learned from the online scripts and videos and discovered an existing client had $8M I didn’t know about. They transferred that money to me and it’s generating an additional $80k / year of recurring revenue. I’m very happy with the ROI… so far!!

Carey Koele Carey K. - Zeeland, MI

Powerful keynote presentations by industry leaders combined with a highly interactive workshop to develop the skills and confidence to acquire new and better clients and elevate the value you deliver to each of them.

Includes membership to the AdvisorRoadmap Virtual Training Platform and instant access to our current robust Online Training Course to get your next ideal client… and the one after that and the one after that and one after that.

You will attract better clients, implement full-service goals-based financial planning with prospects and clients, generate higher planning fees (up-front & ongoing), gather more assets, inspire clients to more quickly act on all your advice to fully implement their plans, and get more referrals.

Just one new client easily covers the investment.

World-Class Keynote Speakers

Ideal Clients = Ideal Business = Ideal Life

Kevin Knull, CFP
Kevin Knull, CFP
President, MoneyGuidePro®

PEOPLE SKILLS to build your business on the foundation of full-service, goals-based planning.

As the president of MoneyGuidePro®, Kevin has a unique perspective on the action-able data that will help you make better business decisions and elevate the value of your client experience. In this session you will discover why and how being a great financial planner is also great for business.

mgp
Bill Bachrach, CSP, CPAE
Bill Bachrach, CSP, CPAE
Chairman & CEO, Bachrach & Associates, Inc.

People Skills to Build the High-Trust Client Relationships that Lead to Building Your Ideal Client Community.

Bill Bachrach has 27-year track record of training the best financial advisors in the world and those who aspire to be as measured by value delivered to the client, financial success, and quality of life. Hall of Fame speaking skills and humor combined with practical content that consistently produces excellent results have made him a popular resource for advisors who choose to be the best.
Bill Bachrach Books

The Workshop

Personally Facilitated by Bill Bachrach

As powerful as the keynote presentations will be, the most value will come from the massive amount of paired practice with the other participants. This is where you will develop and sharpen your skills so you have more confidence to speak with anyone, any time, and anywhere to build your Ideal Client community. Bill Bachrach has many thousands of hours of experience facilitating highly interactive skill-building workshops with top financial advisors from around the world.
Upon completion of the 3-Day Workshop, you'll receive 16.5 CE Credits.
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