Bill Bachrach is One of the Most Popular Resources in the World for Highly Successful Financial Advisors

Keynote Presentations by Bill Bachrach, CSP, CPAE

Bill Bachrach’s thinking, writing, speaking and training have made him one of the most popular resources in the world for highly 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.

Bill speakingHis books are industry best-sellers and his articles appear in the most prestigious financial services publications around the world. He has delivered nearly 2,000 presentations for almost every major financial services firm and association, including 11 at the FPA’s National Convention, five times for the Million Dollar Roundtable, three times for Top of the Table and he has keynoted many of the major international industry conferences.

Bill is a member of two 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 advisors learn from Bill Bachrach produces results—results measured by a better financial services experience for the client and a more successful business experience for you.

Most Requested Speaking Topics


Bill is an outstanding trainer/speaker and is an impact player in the financial services industry. Values-Based Financial Planning delivers a better experience for the client... and a better life for the advisor. Our advisors who implement Values-Based Financial Planning... are our most successful. If you want to be a high-trust financial advisor... Bill's training is the best that I've seen.

– Ben Carroll
The Cambridge Legacy Group

Bill Bachrach brings great value to his audiences, with take-home-and-put-to-use-today techniques and strategies. I would highly recommend Bill to any organization that wants to grow and succeed.

– Bruce Dickes
Financial Brokerage, Inc.

Bill is a true visionary and leader who has a genuine passion to improve the financial service industry, away from product selling and to a true advice model. I feel very fortunate to have had the opportunity to work with Bill.

– David Andrew
Capital Partners Private Wealth

Bill is an outstanding speaker and trainer in the financial services business. I have been planning training events for six years and have hired dozens of professional speakers, and Bill ranks among the best we have ever had. As our keynote, he set a positive tone for our entire four day event, and he is diligent and thoughtful in his follow-through with our advisor clients. I would highly recommend him for any organization.

– Joe Anzalone
Asset Marketing Systems

Thanks so much for energizing our group and providing an information-packed presentation to our advisors at our annual event in San Diego in January. Your presentation was tailored specifically to our advisors, and the passion you brought to the event was palpable.

The key points you shared made our attendees really think about how they can improve their businesses and how to keep focused on accomplishing big goals. Plus, your insight on how to live a balanced work and personal life really hit home.

Thank you for a powerful and impactful presentation. We look forward to working with you in the future.

– Cody Foster
Advisors Excel

You did an awesome job for us and we are very grateful! The feedback from Advisors has been truly extraordinary. The road show exceeded our expectations. Your energy, effort, and enthusiasm were visible and much appreciated. I can’t thank you enough!

– Chris Freeman, Head of BT Wrap
BT Financial Group, BT Wrap Roadshow Australia

We had the privilege of having Bill Bachrach as our Keynote Speaker at CFD Investments, Inc.’s 2010 Fall Financial Adviser Conference. Many of our advisers were inspired to serve their clients at a higher level by offering a full service practice that took a holistic approach to financial planning. Our advisers learned that they needed to have a Better Value Proposition in serving their clients. We thank Bill for his message and his ability to inspire us to build a better practice for our clients.

– Brent Owens
CFD Investments, Inc.

Partial Client List

Bill Bachrach's partial clients

  • Advisors Excel
  • AG Edwards
  • American Equity
  • Amerprise Financial
  • AMP Financial Planning Pty Ltd
  • AXA Advisors
  • Berthel Fisher
  • BT Financial Group
  • Cadaret Grant
  • Canada Life
  • Capital Analysts
  • Capital Financial
  • CFD Investments
  • Columbus Life
  • Commonwealth
  • Court of the Table
  • DFA Australia Limited
  • Farmers
  • Fidelity
  • Financial Planning Association
  • First Allied
  • Franklin
  • Girard Securities
  • Guarantee Life
  • Guardian
  • HD Vest
  • Independent Financial Group
  • ING Financial Partners
  • Insurance Network America
  • Investment Centers
  • Investment Management Consultants
  • Investors Group
  • Jefferson Pilot
  • John Hancock
  • Lafayette Life
  • Lutheran Brotherhood
  • MacKenzie
  • ManuLife
  • Mass Mutual
  • Merrill Lynch
  • MetLife
  • MFS
  • Million Dollar Round Table
  • MLC Advice Solutions
  • MML Investors
  • Money Concepts
  • MONY
  • Morgan Stanley Smith Barney
  • Mutual of Omaha
  • Nationwide
  • New England
  • New York Life
  • Perpetual
  • Prudential
  • Raymond James
  • RBC Dain Rauscher
  • Royal Alliance
  • SII Investments
  • State Farm
  • Sun Life
  • Thrivent Financial
  • Top of the Table
  • Transamerica
  • Triad Advisors
  • USA Tax & Insurance Services
  • Waddell & Reed
  • Wealth Counsel
  • Wells Fargo Securities
  • Wells Real Estate Funds
To check Bill’s availability or to schedule him for your next speaking engagement, contact us online or call Anne Bachrach, Financial Services Speakers Network, directly at (858) 450-2963.