AdvisorRoadmap Virtual Training Platform default trainer

Trainer for AdvisorRoadmap Virtual Training Platform


About this trainer

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.

Experience
10 years
Delivers in
USA (West Coast)USA (East Coast)USA (Other)AsiaEuropeAustralasiaIndiaUKUAECanada
Customisation
Some tailoring

Subjects

Finance (7)

Cost ManagementBudgeting and ForecastingCapital BudgetingMortgageFinancial Ratios and AnalysisIslamic Banking and FinanceGeneral Finance

Management (12)

Corporate GovernanceSWOT AnalysisBusiness StrategyLeadership StylesConflict ResolutionChange ManagementCoaching and MentoringCompetitive Analysis for ManagementStrategic PlanningTeam Building and CollaborationEmotional IntelligenceDecision-Making and Problem-Solving

Sales (13)

Sales NegotiationCustomer Service and SupportCustomer Data ManagementCRM Strategy and PlanningCRM Software ImplementationClosing TechniquesCold callingConsultative SellingSales Pipeline ManagementSales Analytics and ReportingSolution SellingRelationship Selling
Show all 13 Sales subjects
Objection Handling

Communication and Professional Development (17)

Managing Difficult ConversationsMentoring and Being MentoredAdapting Communication StylesConfident PresentingCross-Cultural CommunicationCultural Competence in the WorkplaceBuilding a Personal BrandBuilding Trust in Professional RelationshipsCollaborative Decision-MakingTeam Building and CommunicationStorytelling for ProfessionalsPublic Speaking
Show all 17 Communication and Professional Development subjects
Effective Networking StrategiesNegotiation SkillsEmotional Intelligence in CommunicationMeeting FacilitationFeedback and Constructive Criticism

training from £500

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AdvisorRoadmap Virtual Training Platform default trainer — AdvisorRoadmap Virtual Training Platform | TTM