About AdvisorRoadmap Virtual Training Platform

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AdvisorRoadmap is a virtual training platform designed for financial advisors to build their Ideal Business with Ideal Clients. Founded by Bill Bachrach, the company emphasizes Values-Based Financial Planning and offers proven scripted processes to enhance client acquisition skills. The platform offers a turn-key approach to mastering communication skills, building high-trust relationships, and managing high-net-worth prospects effectively. Noteworthy is the focus on processes that align with improving advisors' work-life balance while supporting substantial financial return on investment. The training is accessible globally, offering flexibility, affordability, and a high return on investment.

Group size
1+
Daily rate
£500
Number of employees
11 to 50
Years trading
10
Has own premises
No
Apprenticeships
No
Funded Courses
No

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Trainers

AdvisorRoadmap Virtual Training Platform default trainer

10 years experience

AdvisorRoadmap is a virtual training platform designed for financial advisors to build their Ideal Business with Ideal Clients. Founded by Bill Bachrach, the company emphasizes Values-Based Financial Planning and offers proven scripted processes to enhance client acquisition skills. The platform offers a turn-key approach to mastering communication skills, building high-trust relationships, and managing high-net-worth prospects effectively. Noteworthy is the focus on processes that align with improving advisors' work-life balance while supporting substantial financial return on investment. The training is accessible globally, offering flexibility, affordability, and a high return on investment.

Specialties:
Cost ManagementBudgeting and ForecastingCapital BudgetingMortgageFinancial Ratios and AnalysisIslamic Banking and FinanceGeneral Finance+42 more

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