Category: Best-In-Class Deliverables Team

Pour the Foundation For Your Business!

January 2nd, 2013 by

Financial Advisors: Do you have 60 minutes to build your Ideal Business? Click here to start pouring the foundation.

Special Message for Financial Advisors – Make 2013 Your Best Year Ever!

December 13th, 2012 by

Special Message for Financial Advisors: Spend 60 minutes and learn how Bachrach & Associates, Inc. can help make 2013 your best year ever! Click here to learn more and to schedule your free qualifying appointment today!

Schedule Your Free Qualifying Appointment Today with Bachrach & Associates, Inc.

November 30th, 2012 by

Do you have 60 minutes to establish your personal and business goals? Click Here to schedule your qualifying appointment today and learn how Bachrach & Associates, Inc. can you you grow your business.

Bachrach & Associates, Inc. has a Brand New Website!

November 7th, 2012 by

Check out Bachrach & Associates, Inc. brand new website! Click here to view my personal video message speaking about how you will receive value just by visiting.

Have Your Cake and Eat It Too!

October 17th, 2012 by

Have your cake and eat it too!  Discuss with Bachrach & Associates, Inc. how you can be successful and still spend quality time with your family and friends. Visit

Increase Productivity and Create Your Ideal Business!

October 12th, 2012 by

Bill Bachrach speaks directly to Financial Advisors looking to increase their productivity and create their Ideal Business. Click here to watch:

Hotel Reservation Deadline for Bachrach & Associates, Inc. Academy 1

October 3rd, 2012 by

Hotel reservation deadline for the Bachrach & Associates, Inc. Academy 1 is October 9th, 2012. If you haven’t already made your reservation, do so now at If you have any questions regarding this event, please call us at (858)558-3200 or email us at

“If I’d asked my customers what they wanted, they’d have said a faster horse.” – Henry Ford

June 8th, 2009 by

Ford’s comment is consistent with the thought that we don’t know what we don’t know.

As it relates to you, a striving to be even more successful financial advisor, your clients and prospective clients don’t know what they don’t know. They don’t know about the value they could be receiving from a truly, full-service, comprehensive financial services professional. All they know is what they have experienced with the traditional investment advisor. And that’s far from the best that’s available.

They don’t know 10 Deliverables and the sub-set 110 deliverables checklist exists.

I’ve read surveys of wealthier people where they report that, on average, they have 5 financial advisors each. The implication being that a financial advisor should not expect to get all of their money. My point of view is that this is only because they have not yet met ONE trustworthy advisor who stands out as capable of taking care of everything. Successful people, especially, are oriented to value and simplicity. If they thought one advisor could really take care of them they would hire that advisor and disengage from the others. Multiple advisors is not diversification.

What if Henry Ford had read a survey that said the average consumer owns 5 horses for transportation? Ford knew, instinctively, that when you build something better people will switch. Human beings are, by nature, improvement seeking beings. We naturally gravitate to things which make our lives better and simpler. There are exceptions, of course, but most of us adopt products and services which improve our lives. Notice how many cars there are on the road today compared to horses.

The question is, “how do you become that advisor who so clearly stands out as trustworthy and with superior capability?” As far as trustworthy, you are already that or not. As far as capability, check out Mark Little’s website

Maybe if you build it they won’t come. But, if you build it and make sure they know about it you will rapidly acquire all the Ideal Clients you need.