Bill Bachrach
CSP, CPAE
CA, USBill Bachrach's thinking, writing, speaking, coaching, and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top of our profession in terms of client service, business success, and personal quality of life. His books are industry best-sellers and his articles appear in the most prestigious financial services publications around the world. He has delivered well over 1,000 presentations worldwide for almost every major financial services firm and association, including:
- 9 at the FPA's National Convention
- 5 times for the Million Dollar Roundtable and once at Court of the Table
- 3 times for Top of the Table
- NAIFA and CAIFA
- and keynoted many of the major international industry conferences.
He is a member of 2 Halls of Fame: Financial Planning Magazine's Hall of Fame as one of our industry's most influential people and the National Speakers Association's Hall of Fame for a career of speaking excellence.
Most importantly, what advisors learn from Bill Bachrach produces results. Results measured by a better financial services experience for your clients and a more successful business experience for you. Which is why Financial Advisors from around the world travel four times per year to San Diego, California to work with Bill and his team to master the Values-Based Financial PlanningTM turn-key business model.
On a personal note, Bill Bachrach successfully completed the Hawaii Ironman Triathlon in 1998. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually under difficult conditions is considered to be the toughest single-day athletic event in the world. He uses this and other unique life experiences to captivate the audiences at his speaking and training programs.
MOST REQUESTED TOPICS:
Roadmap to Success - Speaking the Language of Trust
In this enlightening, compelling, and fun presentation Bill will teach specific ways to "speak the language of trust." Advisors will also learn about several trust-breaking gaffs they commonly make and how to avoid them. They will leave their time with Bill with a better ability to inspire clients to:
- hire them to create a financial plan
- consolidate all of their assets and financial affairs with them
- ignore "financial pornography"
- act on their advice
- provide referrals
Values-Based Financial Planning(TM); The Art of Building High-Trust Client Relationships
Transitioning from Commissions to Fees
Lifestyle Planning
High-Trust Leadership: A Proven System for Developing an Organization of High-Performance Financial Professionals
PRODUCTS:
The Mastery Series 1, 2, and 3 along with Leadership Series 1
(all the books, CDs, DVSs, and specific scripting all complete in a binder that comes with coaching from an Accountability Coach to help you get started and quickly realize results.)
Values-Based Financial Planning book
High-Trust Leadership: A proven system for developing an organization of high-performance financial professionals book
Bill Bachrach's thinking, writing, speaking, coaching, and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top of our profession in terms of client service, business success, and personal quality of life. His books are industry best-sellers and his articles appear in the most prestigious financial services publications around the world. He has delivered well over 1,000 presentations worldwide for almost every major financial services firm and association, including:
- 9 at the FPA's National Convention
- 5 times for the Million Dollar Roundtable and once at Court of the Table
- 3 times for Top of the Table
- NAIFA and CAIFA
- and keynoted many of the major international industry conferences.
He is a member of 2 Halls of Fame: Financial Planning Magazine's Hall of Fame as one of our industry's most influential people and the National Speakers Association's Hall of Fame for a career of speaking excellence.
Most importantly, what advisors learn from Bill Bachrach produces results. Results measured by a better financial services experience for your clients and a more successful business experience for you. Which is why Financial Advisors from around the world travel four times per year to San Diego, California to work with Bill and his team to master the Values-Based Financial PlanningTM turn-key business model.
On a personal note, Bill Bachrach successfully completed the Hawaii Ironman Triathlon in 1998. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually under difficult conditions is considered to be the toughest single-day athletic event in the world. He uses this and other unique life experiences to captivate the audiences at his speaking and training programs.
MOST REQUESTED TOPICS:
Roadmap to Success - Speaking the Language of Trust
In this enlightening, compelling, and fun presentation Bill will teach specific ways to "speak the language of trust." Advisors will also learn about several trust-breaking gaffs they commonly make and how to avoid them. They will leave their time with Bill with a better ability to inspire clients to:
- hire them to create a financial plan
- consolidate all of their assets and financial affairs with them
- ignore "financial pornography"
- act on their advice
- provide referrals
Values-Based Financial Planning(TM); The Art of Building High-Trust Client Relationships
Transitioning from Commissions to Fees
Lifestyle Planning
High-Trust Leadership: A Proven System for Developing an Organization of High-Performance Financial Professionals
PRODUCTS:
The Mastery Series 1, 2, and 3 along with Leadership Series 1
(all the books, CDs, DVSs, and specific scripting all complete in a binder that comes with coaching from an Accountability Coach to help you get started and quickly realize results.)
Values-Based Financial Planning book
High-Trust Leadership: A proven system for developing an organization of high-performance financial professionals book
The Work Habits of the Most Successful Financial Advisors.
You’ve heard the saying that successful advisors do what unsuccessful advisors are unwilling to do. What exactly are those things that the successful advisors do? And what exactly are those things that unsuccessful advisors do?
In this high-content, what-to-do and how-to-do-it workshop, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.
It’s not personality or luck or...
High-Trust Leadership for Financial Planners and Advisors
To be one of the most successful financial professionals in today’s world you must effectively lead yourself, lead your clients, and lead your team.
In this powerful, content-rich session Bill will discuss the keys to going beyond being a technically competent practitioner to running your business like a true CEO and high-trust leader.
As a result you will more effectively:
- Lead your clients...
Custom 3-day Values-Based Financial Planning™ / Financial Road Map® Workshop.
The Financial Road Map® is a very compelling, relationship shifting, trust-building client interview process. The results are clients who are more inclined to pay an up-front fee for planning and advice, are more forthright about where all of their money is and more likely to move it to you, are less distracted by negative news, more inclined to implement all of your advice, and more willing to refer you to others.
The bottom line results are that you will do an even better...
An Introduction to Values-Based Financial Planning™
In this session Bill will demonstrate the 5 conversations of the Financial Road Map® interview, the crux of Values-Based Financial Planning™. In about an hour, Financial Advisors who effectively implement the Financial Road Map® interview establish a bond of trust that inspires new and existing clients to:
- hire them to create a financial plan (and get paid for it)
- ...
The Roadmap to Success
In this presentation Bill shares 7 essential ingredients that the most successful advisors use to propel themselves to the next level on their unique road to success. Here’s what they will learn:
- Why this is a GREAT time to be a Financial Advisor!
- How a compelling vision of your future can help you tap into your own, personal motivation to do the work your goals require to...
Speaking the Language of Trust
Speaking the Language of Trust,
The Totally Trusted Financial Advisor, or
The Art of Building High-Trust Client Relationships
(select the title that you prefer)
- Examples illustrating patterns of how successful advisors move the needle on the “trust dial” to the maximum.
- 3 keys to speaking the language of...
Mastering Client Acquisition
Format: 60-75 minute Keynote
This program is perfect for:
- all Financial Advisors
The audience will leave with:
In addition to getting the clearest and most concise definition of “client acquisition” you’ve ever heard, you will discover the answers to 4 vital questions:
- Who should be your target client, and why?
- Why is it easy to “steal”...
The Singularity… What Is It and Why Should You Care?
Format: 60 minute keynote
This program is perfect for:
- Financial Advisors
- The Leadership of Financial Services Firms
The audience will leave with:
Bill Bachrach is a long-time industry thought-leader and on the adjunct faculty of Singularity University. In this thought-provoking presentation, Bill will help you understand what The Singularity is and...
The Art of Building High-Trust Client Relationships
Format: 60-75 minute Keynote
This program is perfect for:
- Financial Advisors
The audience will leave with:
The participants will leave this session with more clarity about why trust is so crucial, what to do to move the needle on the “trust dial” in the right direction with existing clients and more rapidly establish trust with prospective clients,...
The Roadmap to Success
Format: 60 minute Keynote
This program is perfect for:
- Financial Advisors
Here's what audience will learn:
- Why this is GREAT time to be a Financial Advisor!
- How a compelling vision of your future can help you tap into your own personal motivation to do the work your goals require to achieve them. Especially when it’s hard, or you just...
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