Custom 3-day Values-Based Financial Planning Financial Road Map® Workshop

The Financial Road Map® is a very compelling, relationship shifting, trust-building client interview process. The results are clients who are more inclined to pay an up-front fee for planning and advice, are more forthright about where all of their money is and more likely to move it to you, are less distracted by negative news, more inclined to implement all of your advice, and more willing to refer you to others.

The bottom line results are that you will do an even better job for your clients, earn more money from planning and advice fees, more money from AUM, more money from other advice implemented (insurance, annuities, alternatives, estate planning, etc.) and get more referrals.

The Financial Road Map® effectively moves existing client relationships to another level and works well as the initial engagement interview with prospects.

WorkshopThe 3-day Custom Financial Road Map® Workshop is a multiple day event that includes significant amounts of time for real-time practice and feedback. It is serious training for serious results.

Tuition Includes:
  • 3 Day Workshop personally facilitated by Bill Bachrach
  • An advance webinar to prepare you for a successful Workshop experience
  • Written scripts for setting and conducting Financial Road Map® Interviews with both existing and prospective clients
  • Online access to a video demonstration of the Financial Road Map® Interview conducted by Bill Bachrach
  • Online access to an audio demonstration of the Financial Road Map® Interview conducted by Bill Bachrach
  • Values-Based Financial Planning Book
  • 25 Financial Road Maps to use with existing clients and prospects
  • MP3 audios of the 3 – Day Workshop Experience
  • A PDF copy of Bill Bachrach's slides from the Academy
  • An action plan for implementing in the real world
  • 3 follow-up webinars with Bill Bachrach to support your success and results when you are back in the field
  • Access to the online 24/7 Financial Road Map® Frequently Asked Questions
  • Breakfast, lunch & break snacks
  • Continuing Education Credits for financial professionals from the US (CFP), Australia, and the UK

Tuition: $3,000 / person

50 participants minimum

500 maximum per Workshop

After conducting 11 Financial Road Map® Interviews, I've received $24,025 in planning fees, $12,150 in recurring revenue as a result of AUM / FUM (Australia), $6,675 in commissions generated from other advice implemented and received 9 referrals."

– Jason Andrew
Williamstown, Victoria, Australia

Before I started with Bachrach & Associates, I had $0 recurring revenue and 0 Ideal Clients. In the last 12 months I added 18 Ideal Clients generating well over $200,000 of recurring revenue."

– Lou Leyes
York, Pennsylvania

I have used the Financial Road Map® to acquire 58 Ideal Clients who pay me $950,000 / year. In one quarter alone I acquired 8 Ideal Clients who generate $230,000 of annual revenue. My personal income has doubled as has my vacation time to 8 weeks / year."

– Sang Kim
Ontario, Canada

To check Bill’s availability or to schedule him for your next speaking engagement, contact us online or call Anne Bachrach, Financial Services Speakers Network, directly at (619) 269-4491.