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FSI Partners With Bachrach on Client Acquisition Platform

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The Financial Services Institute formed a partnership with Bachrach & Associates to offer its members access to the AdvisorRoadmap platform, which is a web-based client acquisition training program.

All FSI financial advisor members will receive preferred pricing on the annual AdvisorRoadmap membership. FSI members who sign up before Sept. 1, 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.

According to FSI President & CEO Dale Brown, Bill Bachrach’s AdvisorRoadmap tool will help FSI’s members “grow their practices, achieve their business objectives and advance the cause of strengthening the independent financial advice industry.”

The AdvisorRoadmap’s virtual training provides 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.

With AdvisorRoadmap, financial advisors and firms will have access to 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.

This suite of services are delivered 24/7 to members’ computer, tablet and smart phone.

According to AdvisorRoadmap creator Bill Bachrach, FSI members will “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.”

FSI’s partnership with 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.

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


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