The Biggest Challenge For Financial Advisors
Bill Bachrach, CSP, CPAE
Your Roadmap to More Ideal Clients & Your Ideal Business! Providing FAs with a proven, scripted, repeatable process designed to increase their skill and confidence at acquiring Ideal Clients.
Being a financial advisor is challenging.
You have to be a great technician and deliver on your promise of getting people's financial house in perfect order (And keep it that way forever), while also being a master at attracting and acquiring clients.?
Not just any clients, Ideal Clients.
The latter is why most financial professionals wash out of this industry within just three years or they end up working too many hours, serving too many clients.
It doesn't need to be this way.
Most client acquisition training consists of outdated sales techniques, fear tactics, or have you spending tons of money?(And effort)?on social media ads and website branding that promises to?magically?drive thousands of Ideal Clients filling out your 'Contact Us' form.
If you've been down this road, you know what I'm talking about.?
To build your Ideal Business with Ideal Clients?you need to build high-trust relationships?with all of your existing clients and prospects, including all of your soon-to-be future high net-worth prospects.?
To do this successfully, you need a process.?
A?proven, repeatable, scripted process?that helps you:
1. Attract and acquire more Ideal Clients by mastering the skills to quickly build high-trust relationships.
2. Elevate the value you deliver to your current clients so they never leave you for another advisor and they move ALL of their financial business to you.
Register here?and join me this Thursday, May 19th at 11am / 2pm ET for a free online training,?The Roadmap for Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients, to learn more about this scripted, repeatable process.
In less than 60 minutes discover how to:
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What Advisors Are Saying About The Training:
"I received 20k in life insurance commissions, brought in 688k in new assets, and have two more life insurance applications in the pipeline which will bring an additional 5k in commissions.
It’s very exciting…. and I’m just getting started!?
The entire Financial Road Map process is wonderful. The scripts tell me exactly what to say and are very effective. I’m certainly not as smooth and polished as I’d like to be yet, but even with my less-than-ideal presentation, I’m having great success.?This training is the best I’ve ever had. My thanks to Bill and his staff for putting this together."
- Guy S.?
Our monthly trainings are limited and tend to fill up quickly so make sure you?register today?and add this training to your calendar so you can join us a few minutes before and claim your seat.?
My team and I at AdvisorRoadmap?are on a mission to help every financial advisor in the world elevate their client value, so they build their Ideal Business, and live an Ideal Life.
We are passionate about true full-service financial planning that offers the deepest and most complete client value promise possible—helping clients achieve all of their most important goals and fulfill their most deeply held values.
If this message resonates with you,?join me?on this special training, and let's begin your journey to building your Ideal Business.?
Make it a great day!