Bill
Bachrach is one of the most recognized “names” in
the Financial Services industry and was named “one
of the four most influential people in the Financial
Services industry” by Financial Planning Magazine. As
the “father” of the Values-Based Financial Planning™
philosophy and the Trusted Advisor concept, Bill’s
work has had a profound impact on how Financial
Professionals conduct business, and he has stood at
the forefront of the movement to transform the
Financial Services industry into a true profession.
Mr. Bachrach is the author of four of the industry’s
most definitive works, including Values-Based
Financial Planning and High-Trust Leadership
(co-authored with Norman Levine), and he has
delivered well over 1000 presentations worldwide,
including presentations for:
·
Financial
Planning Association’s Success Forum (seven
times)
·
Million Dollar
Round Table (four times)
·
Top of the Table
(three times)
·
Court of the
Table
·
NAIFA
·
CAIFA, and
·
Virtually every
major firm within the Financial Services
industry
Bill is
a nominee for the National Speaker’s Hall of Fame
and is a member of the Speakers’ Round Table; an
organization comprised of 20 of the most celebrated
speakers in the world.
Don chats with marketing
guru Bill Bachrach about things advisors can do to
ride out the financial meltdown and the keys to
staying motivated. Bill talks about the traits of
successful people and what it really means to be a
full service advisor.
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