The AdvisorRoadmap platform, a web-based client acquisition training program created by Bill Bachrach, will be accessible to all Financial Services Institute members as of today, the organization announced. The partnership is the latest addition to the CoveredAdvisor Program, which provides insurance and other benefits to more than 6,000 enrolled financial advisors and staff.
The virtual training encourages advisors to improve their communication and financial planning tools. “[FSI members] 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,” explained AdvisorRoadmap creator Bill Bachrach. “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.”
“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 Dale Brown, FSI president and CEO.
Advisor members will also receive “preferred pricing” on the annual membership, with monthly pricing also available.