FSI Partners with Bill Bachrach on Client Acquisition Training Platform
The Financial Services Institute, an organization representing independent financial advisors and independent financial services firms, has partnered with Bachrach & Associates Inc. to offer its members access to the AdvisorRoadmap platform – a web-based client acquisition training program created by consultant and speaker Bill Bachrach.
The Financial Services Institute, an organization representing independent financial advisors and independent financial services firms, has partnered with Bachrach & Associates Inc. to offer its members access to the AdvisorRoadmap platform – a web-based client acquisition training program created by consultant and speaker Bill Bachrach.
“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 Bachrach.
FSI said that the virtual training platform provides interactive courses that emulate real life situations and provides instruction on acquiring high-net-worth clients, competitive client service, leadership skills, and time and priority management.
The platform includes interactive training courses, videos, scripts, and demonstrations that are delivered to a members’ computer, tablet, and smart phone.
FSI members who sign up before September 1, 2018, or who sign up at the FSI Forum, will receive a discount on the annual rate. A monthly membership fee is also available.
