Category: Lifestyle

Why Financial Advice Alone Won’t Cut It

October 26th, 2018 by

Are you sending your clients and prospective clients financial porn?

In other words, are you emailing them financial advice information? If you are, I won’t judge you.

But while your intentions are good, the fact is, your clients are paying you to handle their financial future—they don’t want to spend their valuable time learning something you should be handling for them.

After all, that is your job, right?

However, there is something you CAN send them that’ll instantly warm their hearts and help you earn their trust: a Values-Based Quality of Life™ Newsletter.

Simply put, this newsletter will provide your clients with quality advice they can instantly implement in every aspect of their lives, including advice on:

  • Physical Health.
  • Inner Health.
  • Career Health.
  • Relationship Health.

We hear time and again from our Committed Advisors how beneficial this newsletter has been in building rapport and strong relationships with their clients.

In fact, many have credited the Values-Based Quality of Life™ Newsletter as the single factor to acquiring (and retaining) higher-paying clients. If you’re one of the hundreds of Advisors that have completed the Referral Process training course within AdvisorRoadmap™, you know just how important this Newsletter is to the Referral Process, and how sending this Newsletter to your clients, prospects, and referrals will set you apart from all other advisors.

Click here to learn more and to see if the Values-Based Quality of Life™ Newsletter is right for YOUR business.

“This is a really good newsletter, it’s well done. I didn’t throw it in the trash like I do with 99% of what comes in here.”          – Client of Scott P.

If you want to make an impact – do you need more Mental Fortitude?

February 23rd, 2018 by

Photo-William H. McRaven-Admiral-FormerNavySealThis retired Admiral and Navy Seal trainer, William H. McRaven, delivers one of the most inspiring and uplifting speeches you will ever hear.  To watch this short 6-minute video, go to


After you watch the video, ask yourself a few questions.

– How did the video make you feel?

– What lessons did you take-away from watching this video that you will implement in your business and life from this day forward?

– How do you think these actions you implement will impact your life?



[VIDEO] Ask yourself…Are you confident in the future?

March 2nd, 2016 by

Ask yourself…Are you confident in the future? In the new world of the DOL Fiduciary Standard, Robo-Advisors and other industry disruptions, it’s possible for you to not only survive, but to THRIVE!

How? By focusing on the key areas that you can control and develop the skills and confidence needed to acquire high net-worth clients in any market and effectively manage yourself and your business. You control your client acquisition process and activities. You control the value you deliver to each client. You control how you lead your team and your business. You control how you manage your time and set your priorities. You control your quality of life and work / life balance.

Watch this two minute video and find out how to learn a 30-year proven process that’s completely turn-key for only $50 / month from Bill Bachrach.

Learn more or join the AdvisorRoadmap Community today.

Create A Compelling Vision for Your Ideal Life

June 11th, 2015 by

ideal_lifeThis business is a great business. Regardless of markets, economics, politics, regulations, or world events, you are in a profession where you control your destiny. People always need advice about their money. It’s a great business for at least 3 reasons:

  • Ideal Life Income.
  • Time freedom.
  • Helping people.

Watch a segment from one of Bill Bachrach’s keynote speeches (6 mins.) and complete the exercise to start building Your Ideal Life today. After you complete the exercise, share the exercise with your wife, husband, kids, mother, and father; whoever can benefit from such an eye-opening exercise. Your Ideal Life is not something that is unattainable or something that needs to happen later in life. First, you need to create a compelling vision of Your Ideal Life and we can help. Take 6 minutes, watch this keynote and complete the exercise.

Watch Bill’s keynote here.

Bill Bachrach and his team train the best Financial Advisors in the world, and those who aspire to be, to create their Ideal Life, build their Ideal Business, and work with Ideal Clients. Email us at or call 619-255-4888 if you wish to learn more.

Be In the Top 1% of Financial Advisors Worldwide

Trusted Advisor Spotlight

January 26th, 2015 by

At Bachrach & Associates, Inc. we train Financial Advisors to build a better business and to be in the top 1% of Financial Advisors worldwide in terms of value delivered to the client, business success and quality of life for themselves.

In short, we take typical Financial Advisors and turn them into Trusted Advisors. What’s the difference? Well a Trusted Advisor is somebody who always has their client’s back. They deliver comprehensive financial services through a best-in-class deliverables team (We even help them build that team!) and most importantly is somebody whose clients and prospective clients actually want to meet with, not only to improve their financial health, but to better their life as well.

IMG_6254Meet one of our Trusted Advisors, Dave. This is an email he sent to us last week and we had to post it because his breakthrough is nothing short of amazing. Enjoy!

Hi Bill, 

I hope you all had great snow in Utah and enjoyed each others company! I wish I could have been there. I thought I would share a success story that has particular significance to me. In this case, it falls into the “look how far you’ve come…” category as opposed to the “look how far you still have to go…”. 

Exactly one year ago, I conducted a Financial Road Map® interview with an existing client. It was a painful experience for all involved. I could not even listen to the recording. It was awkward, ineffective and ultimately, damaged our relationship. They didn’t even agree to the then, $4,200 planning fee. I have had no contact with them since. 


What Has Financial Training Done For You?

November 7th, 2014 by

Watch these Financial Advisors share their whole story in the videos to follow.

Learn more about the program at:

Get Started At:

BAI Academy 2 – Surf Camp

October 11th, 2012 by

Dive in and get wet! Check out our Financial Advisors breaking through their comfort mold and having fun while doing it. View pictures here!

I Had A Bad Bike Ride Saturday… Or Did I?

August 13th, 2012 by

My primary way of staying in shape is cycling and I’m preparing for a trip to the Central Alps to ride some of the epic climbs that are often part of the Tour de France. This past Saturday I experimented with a nutritional supplement that I thought would help me perform better in the heat. It didn’t work. Instead my stomach was wrecked and my energy sapped. I arrived at the regrouping point at the top of the 11-mile Sunrise Highway climb to Mt. Laguna way behind the others. Recognizing that I was having an off-day, one woman commented, “It looks like you are having a character-building ride today, Bill.” That woman, by the way, is Kathleen McCartney Hearst the female champion of the 1982 Hawaii Ironman. She knows about character. The ride was 77 miles with almost 7,000 feet of climbing and I felt like crap most of the way, but I finished. And the seed Kathleen planted about character stuck. As bad as my day had been physically, I felt oddly good about my “performance.” As bad as it was physically, it turned out be good for me mentally.

Similar things happen in business all the time. Prospects say no. Clients can be flakey. Markets don’t cooperate. Some days are better than others. What if instead of thinking of your bad days as just bad days, you thought of them as character-builders that will give you more strength to be successful in the long-run? After all, being a successful Financial Advisor  is a marathon, not a sprint.

Would You Like to Conduct a Client Appreciation Event that Gets Results?

June 18th, 2012 by

Would you like to “Wow” your clients?  Do you want more referrals from your Ideal Clients? Would you like to have more Prospects eagerly want to be your clients?  Conduct a Client Appreciation Event that Gets Big Results.


Learn from our tried and true processes in event planning. Included in our guide is budgeting, site selection, check lists, how to fund your Client Appreciation Event program and so much more.  To download your guide book now, go to


Review our list of Inspirational Speakers who will “WOW” your clients and prospects by going to


See how Dr. Kris Nelson can have a big impact on your clients and prospects.

Animals Transform Us!  A delightful client event speaker she has insightful stories from the animal kingdom. Dr. Nelson’s message is; Embrace Animals to Improve Your Life, Love and Health.  She inspires audiences who have been touched by cancer as they laugh alongside her. Animals engender a wide array of medical and emotional benefits to people . . . and the stories are terrific. This presentation also resonates in wellness programs and in collaboration with non-profits for their donors.  A speaker with broad appeal, a fresh perspective with deeply engaging stories, Dr. Nelson inspires the audience in an unexpected manner to boost your bottom line. To review more information on Dr. Nelson, go to


Remember to download your complimentary Trusted Advisor Client Appreciation Event Guidebook, go to


Let Financial Services Speakers Network help you find the ‘right’ speaker for your Client Appreciation Events.  Go to and learn about other speakers.

Are you swayed by the facts?

September 15th, 2010 by

Are you swayed by the facts?

Last week, after a workshop for top advisors, one of them said something interesting to me; “90% of the population is not swayed by the facts.”  Think about that for a moment and ponder the truth in that statement.  Then, be sure you are not part of the percent who is not swayed by the facts.