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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

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Finance (7)

Cost Management Budgeting and Forecasting Mortgage Capital Budgeting Financial Ratios and Analysis Islamic Banking and Finance General Finance

Management (12)

Corporate Governance SWOT Analysis Business Strategy Leadership Styles Conflict Resolution Change Management Coaching and Mentoring Competitive Analysis for Management Strategic Planning Team Building and Collaboration Emotional Intelligence Decision-Making and Problem-Solving

Sales (13)

Sales Negotiation Customer Service and Support Customer Data Management CRM Strategy and Planning CRM Software Implementation Closing Techniques Cold calling Consultative Selling Sales Pipeline Management Sales Analytics and Reporting Solution Selling Relationship Selling

Show all 13 Sales subjects

Objection Handling

Communication and Professional Development (17)

Managing Difficult Conversations Mentoring and Being Mentored Adapting Communication Styles Confident Presenting Cross-Cultural Communication Cultural Competence in the Workplace Building a Personal Brand Building Trust in Professional Relationships Collaborative Decision-Making Emotional Intelligence in Communication Team Building and Communication Storytelling for Professionals

Show all 17 Communication and Professional Development subjects

Public Speaking Effective Networking Strategies Meeting Facilitation Negotiation Skills Feedback and Constructive Criticism

training from £500