FSI Partners with Bill Bachrach to Bring AdvisorRoadmap Client Acquisition Training Platform to Members

August 14, 2018

Platform Features Web-based Courses, Videos and Scripts to Help FSI
Members Master Communication Skills and Repeatable Processes

The Financial Services Institute (FSI) today announced that it has formed a partnership with Bachrach & Associates, Inc., to offer its members access to the AdvisorRoadmap platform – an industry-leading, web-based client acquisition training program created by the highly sought-after consultant and speaker Bill Bachrach. All FSI financial advisor members receive preferred pricing on the annual membership.

The partnership is the latest addition to FSI’s successful CoveredAdvisor program, which was launched in 2015, and now provides insurance and a broad array of affinity benefits to over 5,000 enrolled financial advisors and over 1,000 staff of advisors.

“Our primary mission of advocacy for independent financial services firms and advisors is enhanced when we find new opportunities to help their businesses thrive,” said FSI President & CEO Dale Brown. “Bill Bachrach’s AdvisorRoadmap is one of the best tools available to help our members grow their practices, achieve their business objectives and advance the cause of strengthening the independent financial advice industry.”

FSI’s partnership with Mr. Bachrach strives to ensure that FSI members have access to the most comprehensive and versatile self-guided resources available to help them demonstrate their value to advisory clients and prospects and develop practices that maximize their abilities and growth potential.

Members who attend the FSI Forum in Salt Lake City from Sept. 24-26 will also have the rare opportunity to join a live session conducted by Mr. Bachrach on how advisors can achieve their ideal lifestyle by building their ideal business with ideal clients.

“Our AdvisorRoadmap empowers FSI members to grow their businesses by mastering client acquisition, elevating client value, gaining more ideal clients, and truly putting clients’ interests first all the time,” said AdvisorRoadmap creator Bill Bachrach, one of the industry’s foremost experts on effective client acquisition and client retention / service.

Mr. Bachrach continued, “They will also receive tools to help them build the confidence and proven processes they need to upgrade existing clients into full-service, values and goals-based planning clients. These include skills to help FSI members grow as leaders – of themselves, of their team and of their clients – as well as time management skills for discerning high payoff activities from low payoff activities.”

With AdvisorRoadmap, financial advisors and firms will be able to:

  • Communicate effectively to inspire prospects to become full-service clients quickly from the beginning of the relationship; have existing clients consolidate all their accounts and bring assets in-house; and shift prospects and clients away from headline distractions in the day’s news to focus on their financial goals.
  • Better utilize their financial planning tools, to get paid not only more and in advance due to their financial planning expertise, but to make sure clients follow through on the advice they receive, and to deliver plans within a fiduciary context or in keeping with the latest regulations.
  • Use a robust suite of services packed with interactive training courses, videos, scripts, demonstrations, and high-value resources to help them master the repeatable processes that are crucial to mastering client acquisition and serving Ideal Clients. Delivered 24/7 to members’ computer, tablet, and smart phone. State-of-the-art gamification techniques and adult learning theory increase engagement, retention, implementation, success, and results. Available for a fraction of the value of just one client.
  • Save money by acting fast — FSI members who sign up before Sept. 1, 2018, or who sign up at the FSI Forum, will receive a $400 discount on the annual rate for AdvisorRoadmap and pay $800 for their first year of access, after which the fee rises to $850 per year. A monthly membership fee of $100 is also available.

For more details on AdvisorRoadmap and how the FSI-AdvisorRoadmap partnership will help advisors and firms, please click here.

About AdvisorRoadmap: The AdvisorRoadmap™ Virtual Training provides one-of-a-kind, engaging, full-motion, interactive courses that emulate what actually happens in real life situations. It provides instruction on the acquisition of high-net-worth clients in any market environment, competitive client service, leadership skills, and time and priority management. For more information, please click here.

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please click here.