Leticia Acosta's Contact Details

Leticia Acosta's Company Details

AdvisorRoadmap

San Antonio, Texas, United States • 11 - 50 Employees
Professional Training & Coaching

AdvisorRoadmap offers financial advisors a chance to break away from the hard truths about working in the financial services field. That hard truth is that most advisors are working too many hours, trying to serve too many of the non-ideal client, and making too little money for their efforts. Even when you look "behind the curtain"​ of the most financially successful advisors, you might want their income, but you wouldn't want their life. AdvisorRoadmap will help you transform from a financial advisor to a Trusted Advisor, operating at a fiduciary standard, with TOTAL fee transparency and delivering truly comprehensive financial services. Being a Trusted Advisor offers a distinct competitive advantage over any financial advisor. Choose to partner with AdvisorRoadmap to implement the Values-Based Financial Planning™ turn-key business model and 4 years from now...or less:• You will have an Ideal Client Community that you built by referral only, usually between 50 - 100 Ideal Clients. • Generating annual recurring revenue between $500,000 and $2M, based on your personal financial plan• You will be the CEO of a full-service financial services firm, leading a best-in-class deliverables team of experts who serve your clients at the most comprehensive level possible.If you're an advisor looking to master client acquisition and serve your clients at the highest level possible, join the new era of Financial Advisor training at www.YourAdvisorRoadmap.com.Interested in hiring Bill to speak? To make your next event a massive success, hire Bill as your keynote speaker at www.billbachrach.com or call (619) 269-4491.