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"There is NOTHING, and I mean NOTHING, as good as the AdvisorRoadmap
Virtual Training Platform. I’ve looked at everything and nothing even comes close! I’ve gone from charging zero for a financial plan to $2,500, and I’m raising my fee to $5,000 based on what I’ve learned so far."
"I've been an AdvisorRoadmap member for 70 days and have generated over $180k in annual recurring revenue by simply implementing the process and conducting the Critical Conversations."
"I’ve always had a hard time closing business. After joining the AdvisorRoadmap, I’m 3 for 3! The first 3 times I used your process I asked for a $5k up-front fee for planning – and got it! That's $15k ROI quickly using this process."
"I’ve acquired 7 Ideal Clients who pay my minimum annual fee of $24,000 and generated an additional $152,000 in recurring revenue from AUM."
"I added $50k in new recurring revenue in the first 33 days. I implemented, and it worked. Thank you for the new $50k in recurring revenue so far."
"Without a doubt, AdvisorRoadmap has been the best decision I have ever made. In just three weeks, I have already started to transform my practice to the Ideal Practice that I have always envisioned."
AdvisorRoadmap Virtual Training Platform - Annual Membership
1-year membership to the AdvisorRoadmap Virtual Training Platform Instant access to the entire Values-Based Financial Planning turn-key business model Training courses, scripts, demonstrations, and interactive real-world practice Monthly Coaching Meetings LIVE with Bill Bachrach Monthly Expert Interviews: Featuring industry, communication, and leadership experts Advisor 24/7 FAQ Database so you get your questions answered 24/7 Access to our high-value video and article vault. Daily motivation and accountability Interactive weekly lessons Access to the AdvisorRoadmap App: Get access to the training and resources anytime, anywhere. Locked in annual or monthly price
Before AdvisorRoadmap, I was earning $150k per year. After only one year of implementing this process, I grew to $360k. Two years in, I’m over $500k. Thank you!"
“I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!”