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