[x]

CLIENT LOGIN: ADD SPEAKER TO FOLIO

Please enter your username and password below to add this speaker to your folio.


Tabs

Every year financial advisers from across the globe travel to San Diego to work with Bill Bacharach and his team of expert faculty and master coaches, because they know that his Values-Based Financial Planning business model is one of the most effective performance improvement programs in the world.

Bill's books are best sellers in the financial services industry and his financial articles have appeared in all the leading trade journals. The regard in which his training for financial advisers is held is demonstrated by the fact that he has been invited to speak at more than 1000 events worldwide run by virtually every major financial services firm and association. His speaking engagements have included ten appearances at the FPA's National Convention, five at the Million Dollar Roundtable and three at Top of the Table.

A member of Financial Planning Magazine's Hall of Fame and the National Speakers Association's Hall of Fame, Bill offers the most accurate and efficient industry-specific training combined with a rich vein of humor and anecdote, including sharing his experiences as one of that rare breed, a completer of the Hawaii Ironman triathlon.

Full Profile

    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:
    • 10 times at the FPA’s National Convention
    • 5 times for the Million Dollar Roundtable
    • 3 times for Top of the Table
    • 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 financial advisors learn from Bill Bachrach produces results. Results measured by a better financial services experience for clients and a more successful business experience for the advisor. 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 of expert faculty and master coaches to implement the Values-Based Financial Planning™ turn-key business model.

    On a personal note, Bill Bachrach successfully completed the Hawaii Ironman Triathlon. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually under difficult conditions on the Big Island 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.


Bill Bachrach Speaker Videos Back to top

Bill Bachrach Talks About The Importance of Trust


Inspirational financial adviser trainer Bill Bachrach talks about the issue that is at the very heart of his training and business philosophy; the importance of trust. With his trademark use of anecdote, he relates his experience of skydiving to the business of trust: “There was the dude, the guy with straggly long hair which barely covered his Mickey Mouse earring, and I have to tell you that on a normal day I wouldn't have hired this guy to wash my car!"

Musing on the way in which trust is created, Bill asks, “How does that happen, how do you go from not knowing someone at all to literally trusting them enough to put your life in their hands? Have you ever had that kind of experience? How much time does it take to actually establish a trusting relationship, does it take a long time or is it something that can happen in an instant?"

Bill Bachrach: Financial Advisors- Improve Your People Skills & Get More Clients


Bill Bachrach: Financial Advisors- Tap Your True Potential



Speeches / Speaking Engagements Back to top


Bill Bacharach uses his presentations to demonstrate how to build high-trust client relationships, the key to gaining and retaining “ideal clients." He will show you how to immediately impress clients so that they will want to engage you as soon as they meet you, will have complete trust in your financial management and follow your advice without requiring detailed explanations.

Leader of the Trusted Advisor movement, Bill really knows the secrets to success as a financial professional and is ready to share them. He also offers leadership programs, which teach how to attract, recruit and retain the very best financial advisers for your organization and how to get them working at peak performance.

Values-Based Financial Planning™
The Art of Building High-Trust Client Relationships

Recent studies in the Financial Services Industry conclude that the ability to create high-trust, client-centric relationships is the key to attracting "Ideal Clients" and maintaining those relationships over time. For the past 20 years, Bill Bachrach and his team have trained Financial Professionals all over the world to build these types of relationships, and the results have been overwhelming. Financial Professionals who implement the principles of Values-Based Financial Planning™ create a client experience so profound that clients are naturally inspired to:

  • Engage your professional services within the first meeting
  • Entrust you to manage all of their financial needs
  • Respect and follow your advice (without the need for detailed explanations), and
  • Willingly refer you to other people who fit your Ideal Client Profile

Values-Based Financial Planning™ has positively impacted the personal and professional lives of thousands of Financial Professionals... just like you!

Road Map to Success: Principles, Strategies and Tactics to Build High Trust Clients Relationship
As the leader of the Trusted Advisor movement and after more than 20 years of training and coaching successful financial advisors, Bill Bachrach knows first-hand the attributes that separate the best in our business from the mediocre. Rookies and veterans alike will appreciate Bill′s insights, humor and wisdom about what it really takes to be a successful financial professional in today′s world.

High-Trust Leadership™
A Proven System for Developing an Organization of High-Performance Financial Professionals

Objective:

  • Provide proven tools for Leaders to fill their pipeline with high quality Advisor candidates.
  • Motivate new and existing Advisors to consistently execute the daily strategies necessary to achieve high levels of Advisor success.

Content:

  • How to rapidly build high levels of trust with recruits and Advisors.
  • How to quickly understand the emotions and values which motivate Advisors to pay the price of true success.
  • How to integrate these new ideas into existing processes.
  • How to get good-producing Producers to want to perform for you.
  • How to avoid being perceived as "just another leader/manager."
  • How to have a meaningful interview instead of superficial chit-chat.

Benefits to Leaders:

  • Giant recruiting pipeline of highly qualified Advisors.
  • Greatly increase understanding of what motivates Advisors to pay the price.
  • Better retention.
  • Bring interview skills to the next level.
  • Better relationships with veteran Advisors.
  • Shorten time from interview to commitment.
  • Target serious Advisors only and avoid wasting time with people who will never pay the price.


Bill Bachrach Speaker Testimonials Back to top

    "I have recouped all of the money I invested in Bill′s programs and tools with ONE new ideal client family! In a year that the market was down 35%, my business was ahead. I have a renewed drive and zest for who I am and what I am doing in every aspect of my life."
    Jo Ellen Nevans, CFP, American Express Financial Advisor

    "I use the Financial Road Map with every prospect and existing client. The result is that, in one hour or less, they trust me enough to hire me to write a comprehensive financial and estate plan and be their family wealth coach for life. Developing this skills has been crucial to my success and the almost 5-fold increase of my production to $1.9million in less than 3 years."
    Mayur Dalal, AXA Advisors

    "My colleagues were shocked when I told them that I don′t have any Bs and Cs. Thanks to my work with Bill Bachrach, I only have A clients."
    Gary Moore, Merrill Lynch

    "At a time when so many of my colleagues are producting less, my income is up 18.6%. A big part of this result is due to what I learned from Bill Bachrach. I only need 11 more clients and I′m done!"
    Brian Fricke, RIA

    "Value-Based Selling helped me generate over $60,000 of fees in January alone!"
    David Bach

    "I used the Values Conversation with a client I have had for 10 years and got $23million more in assets."
    Donna Beers

    "I walked a prospective couple through the Financial Road Map and then asked them if they wanted to hire me. I told them my fee for their plan is $32,000 and they said ′okay.′ There was no thinking it over or anything. Normally, we might get about $2,500 for a plan. This is definitely significant!"
    John Graham

    "I have been in the business for 21 months. With the assistance of Values-Based Selling, I have 175 household relationships with about $48million in assets. I have received in excess of 20 ideal referrals and I have closed approximately $10million in business, with another $30,000 in the pipeline. Until I sat down today, I never thought about how much progress I′ve made in the last six months."
    Douglas Davidoff




* Please note that while this speaker’s specific speaking fee falls within the range posted above (for Continental U.S. based events), fees are subject to change. For current fee information or international event fees (which are generally 50-75% more than U.S based event fees), please contact us.

Share

  • Share on Twitter
  • Share on LinkedIn
  • Share on Facebook
  • Share on Google Plus

Top25 Speaker Voting

Bill Bachrach needs 15 vote(s) to make it into the Top 25 speakers on Speaking.com!


Speaker Booking Tip

“Tip: some speakers might provide one of their popular book titles as a free gift to your audience. ”

For Event Planners



Keynote Speaker Booking Toolkit.
Booking a Celebrity Speaker.
How to Find and Book the Right Speaker.
Google+ Event Planning Forum.
Tips for International Clients Booking U.S. Based Speakers.


Similar Speakers

  • Jack Zenger Author, Speaker, Thought Leader John H. "Jack" Zenger is the co-founder and CEO of Zenger Folkman, a professional services firm providing consulting, leadership development programs…
  • Joe Folkman Thought leader and one of the most respected psychometricians in the USA, Joe Folkman's keynote speeches on leadership, employee feedback and managing change are in…
  • David Avrin Known across the globe as the “Visibility Coach," marketing professional David Avrin is highly sought-after as a speaker, author and executive coach. Audiences across North…

SPEAKING.com Testimonials

Volkswagen

Our speakers were absolutely outstanding and top class. Once again, thank you for making this happen for us. You have been outstanding and the best speakers bureau we have ever worked with!

Volkswagen



About SPEAKING.com

Established in 1994, we are exclusive agents for some of the world's leading experts, celebrities and professional speakers.

We offer event planners a fully staffed speaker logistics planning team, plus a personal SPEAKING.com Account Executive – a knowledgeable and trustworthy partner. We guarantee your satisfaction with your speaker and a smooth booking process.

Contact us today to book your favorite speaker.



    "I have recouped all of the money I invested in Bill′s programs and tools with ONE new ideal client family! In a year that the market was down 35%, my business was ahead. I have a renewed drive and zest for who I am and what I am doing in every aspect of my life."
    Jo Ellen Nevans, CFP, American Express Financial Advisor

    "I use the Financial Road Map with every prospect and existing client. The result is that, in one hour or less, they trust me enough to hire me to write a comprehensive financial and estate plan and be their family wealth coach for life. Developing this skills has been crucial to my success and the almost 5-fold increase of my production to $1.9million in less than 3 years."
    Mayur Dalal, AXA Advisors

    "My colleagues were shocked when I told them that I don′t have any Bs and Cs. Thanks to my work with Bill Bachrach, I only have A clients."
    Gary Moore, Merrill Lynch

    "At a time when so many of my colleagues are producting less, my income is up 18.6%. A big part of this result is due to what I learned from Bill Bachrach. I only need 11 more clients and I′m done!"
    Brian Fricke, RIA

    "Value-Based Selling helped me generate over $60,000 of fees in January alone!"
    David Bach

    "I used the Values Conversation with a client I have had for 10 years and got $23million more in assets."
    Donna Beers

    "I walked a prospective couple through the Financial Road Map and then asked them if they wanted to hire me. I told them my fee for their plan is $32,000 and they said ′okay.′ There was no thinking it over or anything. Normally, we might get about $2,500 for a plan. This is definitely significant!"
    John Graham

    "I have been in the business for 21 months. With the assistance of Values-Based Selling, I have 175 household relationships with about $48million in assets. I have received in excess of 20 ideal referrals and I have closed approximately $10million in business, with another $30,000 in the pipeline. Until I sat down today, I never thought about how much progress I′ve made in the last six months."
    Douglas Davidoff


    Values-Based Selling : The Art of Building High-Trust Client Relationships

    Values-Based Selling is not another repackaging of needs, consultative, or relationship sales techniques. Talk with anyone who has truly discovered the magic of Values-Based Selling and you will wonder why any knowledgeable person would attempt to build lifetime client relationships any other way. You will discover for yourself why these methods are the first choice of people who are serious about being real advisors instead of just salespeople.

    • Builds a bond of trust that causes the client to be open for a complete, honest fact-finder and asset profile so the financial professional does a thorough job and generates multiple transaction.
    • Creates the emotional commitment necessary to influence prospects and clients to invest and insure for their future goals instead of spending all their money on what they want today.
    • Positions the "close" as the natural outcome of a high-trust relationship.
    • Departs from the superficial chit-chat and groping for common ground to tapping into a client′s values in order to build an unbreakable bond of trust at the beginning of the relationship.
    • Helps the salesperson evolve from just meeting needs to becoming a valued resource.
    • Enhances effectiveness on the phone, face-to-face, and in seminar selling situations.
    • Provides producers with the skills to get the first sale, gather all the assets, and generate a constant flow of referrals.
    • Supplies managers with the tools to recruit higher caliber producers and inspire them to their highest levels of success. Clients want a knowledgeable advisor who they can trust to tell them what to do. Values-Based Selling teaches producers how to be that advisor. Producers want a knowledgeable and trustworthy leader who will coach them to achieve their highest levels of success. Values-Based Selling teaches managers how to be that leader.

    Order Here


    Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
    In the grand scheme of things, money′s not that important. It′s important only to the extent that it allows you to enjoy what′s important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you--your core values--this book is for you.

    This informative and well-written book will help you build a financial strategy, starting with your own unique values--what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals. Values-Based Financial Planning: The Art of Creating and Inspiring Financial Strategy will help you realize what′s important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.
    Order Here


Values-Based Financial Planning™
The Art of Building High-Trust Client Relationships

Recent studies in the Financial Services Industry conclude that the ability to create high-trust, client-centric relationships is the key to attracting "Ideal Clients" and maintaining those relationships over time. For the past 20 years, Bill Bachrach and his team have trained Financial Professionals all over the world to build these types of relationships, and the results have been overwhelming. Financial Professionals who implement the principles of Values-Based Financial Planning™ create a client experience so profound that clients are naturally inspired to:

  • Engage your professional services within the first meeting
  • Entrust you to manage all of their financial needs
  • Respect and follow your advice (without the need for detailed explanations), and
  • Willingly refer you to other people who fit your Ideal Client Profile

Values-Based Financial Planning™ has positively impacted the personal and professional lives of thousands of Financial Professionals... just like you!

Road Map to Success: Principles, Strategies and Tactics to Build High Trust Clients Relationship
As the leader of the Trusted Advisor movement and after more than 20 years of training and coaching successful financial advisors, Bill Bachrach knows first-hand the attributes that separate the best in our business from the mediocre. Rookies and veterans alike will appreciate Bill′s insights, humor and wisdom about what it really takes to be a successful financial professional in today′s world.

High-Trust Leadership™
A Proven System for Developing an Organization of High-Performance Financial Professionals

Objective:

  • Provide proven tools for Leaders to fill their pipeline with high quality Advisor candidates.
  • Motivate new and existing Advisors to consistently execute the daily strategies necessary to achieve high levels of Advisor success.

Content:

  • How to rapidly build high levels of trust with recruits and Advisors.
  • How to quickly understand the emotions and values which motivate Advisors to pay the price of true success.
  • How to integrate these new ideas into existing processes.
  • How to get good-producing Producers to want to perform for you.
  • How to avoid being perceived as "just another leader/manager."
  • How to have a meaningful interview instead of superficial chit-chat.

Benefits to Leaders:

  • Giant recruiting pipeline of highly qualified Advisors.
  • Greatly increase understanding of what motivates Advisors to pay the price.
  • Better retention.
  • Bring interview skills to the next level.
  • Better relationships with veteran Advisors.
  • Shorten time from interview to commitment.
  • Target serious Advisors only and avoid wasting time with people who will never pay the price.


Bill Bachrach Talks About The Importance of Trust


Inspirational financial adviser trainer Bill Bachrach talks about the issue that is at the very heart of his training and business philosophy; the importance of trust. With his trademark use of anecdote, he relates his experience of skydiving to the business of trust: “There was the dude, the guy with straggly long hair which barely covered his Mickey Mouse earring, and I have to tell you that on a normal day I wouldn't have hired this guy to wash my car!"

Musing on the way in which trust is created, Bill asks, “How does that happen, how do you go from not knowing someone at all to literally trusting them enough to put your life in their hands? Have you ever had that kind of experience? How much time does it take to actually establish a trusting relationship, does it take a long time or is it something that can happen in an instant?"

Bill Bachrach: Financial Advisors- Improve Your People Skills & Get More Clients


Bill Bachrach: Financial Advisors- Tap Your True Potential