AdvisorRoadmap Virtual Training Platform
Quick facts
- Years trading
- 10 years (since 2016)
- Company size
- 11 to 50 employees
- Group size
- 1+
- Delivery formats
- In Person, Virtual Instructor-Led Training (VILT), Hybrid / blended, Meta, Virtual - On-demand learning
- Delivers in
- USA (West Coast), USA (East Coast), USA (Other), Asia, Europe, Australasia, India, UK, UAE, Canada
About AdvisorRoadmap Virtual Training Platform
Visit WebsiteAdvisorRoadmap 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.
- Group size
- 1+
- Daily rate
- £500
- Number of employees
- 11 to 50
- Years trading
- 10
- Has own premises
- No
- Apprenticeships
- No
- Funded Courses
- No
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Trainers
AdvisorRoadmap Virtual Training Platform default trainer
10 years experienceAdvisorRoadmap 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.