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General training capacity


About

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.

Languages

Subjects

Finance
General Finance
Islamic Banking and Finance
General Finance
Financial Planning and Analysis
Management
Leadership Development
Strategic Management
Sales
Customer Relationship Management (CRM)
Sales Techniques
Communication and Professional Development
Effective Communication Skills
Interpersonal Skills and Relationship Building

Availability

Coming soon

AdvisorRoadmap Virtual Training Platform

Training from £500 to £

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