- Values-Based Financial Planning and High-Trust Leadership
William “Bill” Bachrach is considered to be the industry’s leading resource for helping financial professionals make the transition from being salespeople to being Trusted Advisors.
Readers of Financial Planning Magazine named Bill Bachrach as one of the four most influential people in our business.
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.
Top-producers invest 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.
Bill achieved a personal milestone when he completed the Hawaii Ironman triathlon. 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 engagements.