Most Advisors work too many hours, for too little money, for too many of the wrong clients, according to the feedback we’ve received from recent polls. Here’s exactly what they told us: – 93% of advisors said they need or want to make more money. – 83% said they want to work fewer hours per… Read More
Take Advantage of Great Gifts to Help You Make 2018 Your Best Year Ever!
How is it possible that smack in the middle of a booming economy and a raging stock market that 93% of the advisors we recently surveyed said they want, or NEED, to make more money? Wouldn’t you think that of all problems you could have right now, money would NOT be one of them? Here are few key… Read More
What’s the average ROI for members of any training program?
Advisors sometimes ask, my husband, Bill Bachrach, “what’s the average ROI of the AdvisorRoadmap Virtual Training Platform?” He always been shocked to get that question because it’s absolutely the wrong question. Bill has personally invested a huge amount of money in professional development and training and it would never occur to him to give a crap… Read More
Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Training
True or False: Most Advisors work too many hours, for too little money, and for too many of the wrong clients? The responses from the polls we ran on our last Advisor training session indicate that this is true: 90% of advisors said they need or want to make more money. 69% said they… Read More
Quickly Build Trust with High Net Worth People – Live Demonstration
As a rookie Financial Advisor, Bill Bachrach was obsessed with creating a repeatable process that could be consistently implemented to acquire financially successful clients. Through massive trial and error, script writing and re-writing, recording and studying the recordings of prospect and client meetings (which is enormously uncomfortable, as you might imagine), the “code” was… Read More
“The Singularity” – How Will This Affect You and Your Clients’ Futures?
The single most important thing that will impact YOU and your clients’ futures is The Singularity. When you watch this web class, Bill Bachrach will uncover 3 truths: Why the concept of The Singularity is important for you to understand so you and your clients are completely prepared for the future. The challenges the… Read More