Bill Bachrach

  • Creator of the Values-Based Financial Planning turn-key business model 
  • Named one of the most influential people by Financial Planning Magazine
  • Completed the&nb

Bill Bachrach, CSP, is considered to be the industry's leading resource for helping financial professionals make the transition from being sales people to being Trusted Advisors. In January of 2001 the readers of Financial Planning Magazine named Bill Bachrach as one of the four most influential people in our business.

Bill is the author of the best-selling book Values Based Selling: The Art of Building High-Trust Client Relationships for Financial Professionals. He is the creator of the "Values Based Selling Mastery System" and the "Values Based Selling Academy" and the "Trusted Advisor program for top producers".

Top producers invest $19,500 to be one of 30 people in a one-year personal coaching program with Bill Bachrach. He conducts the "Values Based Selling Academy" twice per year and he has a daily accountability and weekly mentoring program called the "Being Done Study Group".

His third book, Values-Based Financial Planning teaches consumers how to align their financial choices with their personal core values and how to make the best decision about doing it themselves or hiring a Trusted Advisor.

His latest book, It's All About Them: How Trusted Advisors Listen for Success, co-authored by Steve Shapiro, is a practical hands-on guide, and a valuable resource for all financial advisors, company leaders and managers in the financial services industry who want to strengthen their listening skills and increase their success.

"Values-Based Selling" and Values-Based Financial Planning" are widely acknowledged as the only proven, transferable methods for teaching financial professionals to predictably build high-trust client relationships. Many people and books talk about the importance of creating trust but nobody other than Bill tells you exactly how to do it.

Bill has given well over 1000 presentations world-wide at some of the industry's most prestigious conferences including 4 appearances at The Million Dollar Round Table, 7 appearances at The Financial Planning Association Success form, and 2 appearances at MDRT Top of the Table. His articles have appeared in over 75 financial services publications and his column appears regularly in Financial Advisor Magazine and On Wall Street.

On a personal note, in 1998, Bill successfully completed the Hawaii Ironman Triathlon. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually in hot, windy, rugged volcanic terrain is considered to be the toughest single-day athletic event in the world.

To book Bill Bachrach call Executive Speakers Bureau at 901-754-9404.

See Below for Full Bio

  • Speaking Topics:

    Leadership, Sales

  • Travels From:

    California

  • Price:

    $10,000 - $15,000

    Notes on Fees

  • Videos
  • Full Bio
  • Speech Topics
  • Books
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MFAA National Convention 2013: Bill Bachrach

Bill Bachrach on Financial Planning

Bill Bachrach, CSP, is considered to be the industry's leading resource for helping financial professionals make the transition from being sales people to being Trusted Advisors. In January of 2001 the readers of Financial Planning Magazine named Bill Bachrach as one of the four most influential people in our business.

Bill is the author of the best-selling book Values Based Selling: The Art of Building High-Trust Client Relationships for Financial Professionals. He is the creator of the "Values Based Selling Mastery System" and the "Values Based Selling Academy" and the "Trusted Advisor program for top producers".

Top producers invest $19,500 to be one of 30 people in a one-year personal coaching program with Bill Bachrach. He conducts the "Values Based Selling Academy" twice per year and he has a daily accountability and weekly mentoring program called the "Being Done Study Group".

His third book, Values-Based Financial Planning teaches consumers how to align their financial choices with their personal core values and how to make the best decision about doing it themselves or hiring a Trusted Advisor.

His latest book, It's All About Them: How Trusted Advisors Listen for Success, co-authored by Steve Shapiro, is a practical hands-on guide, and a valuable resource for all financial advisors, company leaders and managers in the financial services industry who want to strengthen their listening skills and increase their success.

"Values-Based Selling" and Values-Based Financial Planning" are widely acknowledged as the only proven, transferable methods for teaching financial professionals to predictably build high-trust client relationships. Many people and books talk about the importance of creating trust but nobody other than Bill tells you exactly how to do it.

Bill has given well over 1000 presentations world-wide at some of the industry's most prestigious conferences including 4 appearances at The Million Dollar Round Table, 7 appearances at The Financial Planning Association Success form, and 2 appearances at MDRT Top of the Table. His articles have appeared in over 75 financial services publications and his column appears regularly in Financial Advisor Magazine and On Wall Street.

On a personal note, in 1998, Bill successfully completed the Hawaii Ironman Triathlon. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually in hot, windy, rugged volcanic terrain is considered to be the toughest single-day athletic event in the world.

To book Bill Bachrach call Executive Speakers Bureau at 901-754-9404.

  • Values-Based Selling - How to Build 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

 

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