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)
Management (12)
Sales (13)
Show all 13 Sales subjects
Communication and Professional Development (17)
Show all 17 Communication and Professional Development subjects
training from £500