Financial Advisor Magazine delivers essential information and strategies advisors need to succeed in an increasingly complex environment of digital disruption, the fiduciary standard, and other game-changing events. We take pride in going in-depth to challenge conventional wisdom and introduce our subscribers to new approaches. We are proud to be partnered with Bill Bachrach to present the AdvisorRoadmap™ Virtual Training Platform and 3-Day Workshop
Bill’s column in our magazine has been very popular for many years, he is one of our most successful webinar leaders, and keynotes some of our most important conferences. He is always on the forefront of helping advisors attract and retain affluent clients, get hired quicker, and better serve their clients. His track record of mastery, passion, and forward thinking is exactly what we love to deliver to our subscribers. You will not only learn from Bill how to be a successful Financial Advisor in today’s environment, but you will develop the skills, People Skills, that will be THE most important factor to your success in this industry 5 years, 10 years, and 20 years from now. Don’t miss this special opportunity!
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Charlie Stroller, Owner, President, CEO, CFO, Financial Advisor Magazine
David Smith, Co-Founder, Group Publisher, Financial Advisor Magazine
Evan Simonoff, Editor-In-Chief, Financial Advisor Magazine
The last thing you need to do is to sit in another dimly lit ballroom, packed shoulder-to-shoulder with the people next to you, getting more information from another expert that you’ll probably never implement.
The keys to getting your next Ideal Client are SKILL and CONFIDENCE. You build skill and confidence by practicing exactly what to say and do in those crucial moments that determine whether or not your prospects become clients and your clients take action on your advice. This is the path to mastery and exactly what you’ll do at the AdvisorRoadmap™ Client Acquisition Mastery Workshop and learn on the AdvisorRoadmap™ Virtual Training Platform. In 3 days you will practice these crucial skills more than most FAs practice in an entire career so you can build a community of Ideal Clients.
Why have I decided to work directly with MoneyGuidePro® on this initiative? Simply put, they are the best in breed in the financial planning software space. Client Acquisition Skills, Business Development Skills, and People Skills are absolutely necessary to be really successful as a financial advisor, but ultimately you have to convert that to a financial plan and then execute on the plan.
MoneyGuidePro® is perennially rated the top financial planning software in the industry. They pioneered goal-based, cloud-based financial planning software when the rest of the industry was cash-flow, desktop-based. This has allowed them to innovate far more quickly than their competitors, and continues to give them a significant edge over the competitors. Further, they are privately held, which means they don’t have to worry about the challenges large firms have to navigate. You don’t have to take my word for it – just ask around – firms that are truly serious about financial planning and leveraging it to grow their firms use MoneyGuidePro®.
See you in San Diego next August!
Bill Bachrach, Chairman & CEO, Bachrach & Associates, Inc.