Bill Bachrach is One of the Most Popular Resources in the World for Highly Successful Financial Advisors
Bill Bachrach's expertise is the subject of TRUST. Simply put, trust is the single most important thing that determines a person's success or failure as a financial professional. Trust trumps technical competence, credentials, sales skills, marketing acumen, time in the business, and investment track record. This is true in all economies, every state in America, in the big cities and the small towns, and all corners of the world. It was true before Bernie Madoff, the latest financial crisis, and 24/7 cable news. It's true today. And will be true tomorrow.
"Trust has been, and always will be, the single most important thing that has to happen for two people to do business together, especially when it comes to money." - Bill Bachrach
Another truth is that most financial professionals have little or no idea why their clients trust them or how to replicate high-trust client relationships. Trust is not something that should happen by accident.
Here are a few excellent questions about trust for financial professionals:
- We understand that your clients trust you. The question is how much do they trust you?
- Do they trust you enough to pay you a separate, up-front fee for planning and advice?
- Or do you under-charge or give away planning or portfolio reviews in the hopes of getting their assets or selling an annuity or insurance policy?
- Do they trust you enough to consolidate all of their assets with you and your custodian?
- Or do they have their money spread among multiple advisors and institutions? (This is NOT diversification!)
- Do they trust you enough to ignore the noise in the media and the talking heads on TV about the economy, the markets, politics, and chaos around the world?
- Or do they question your advice based on what they read, hear, and see from financial journalists or conversations with their friends?
- Do they trust you enough to implement all of your advice in all areas of financial services you offer?
- Or do they pick and choose what they do and when they do it, treating you more like a salesperson offering a buffet of options rather than their Trusted Advisor?
- Do they proactively and consistently introduce you to their friends, family, and colleagues?
- Or do they balk and become politely evasive when you bring up the subject of referrals?
"Everyone has an imaginary 'trust dial' embedded in their subconscious and everything you say and do moves the needle on that trust dial… one direction or the other."
- Bill Bachrach
It's in the best interest of both the advisor and the client for the needle to move from the middle to the maximum. The question is, "how do you do that?"
For 25 years Bill Bachrach has been teaching Financial Professionals to speak the language of trust and the art of building high-trust client relationships. Beginning in 1988, after being a successful Financial Advisor himself, Bill became the driving force behind the Trusted Advisor and Values-Based movements in the financial services industry. Over this time he has earned the reputation as the world's leading authority on the subject of trust for financial professionals. His books are industry best-sellers and his articles are published and republished in our most-respected journals. Bill has delivered well over 1,000 presentations for nearly every major financial services firm and association in the English-speaking world, including 11x for the Financial Planning Association, 5x for MDRT, and 4x for Top of the Table. Financial Planning Magazine inducted him into their Hall of Fame as one of our industry's most influential people and the National Speakers Association inducted him into their Hall of Fame for his platform speaking skills.
Powerful content combined with excellent delivery are not two things that often go together. You usually get either industry expertise OR great presentation skills. Bill Bachrach delivers both. And his message is vital for every veteran who seeks to build a better clientele and every rookie who is serious about being successful.
"That was the best presentation I've heard in 15 years of attending meetings. I took 5 pages of notes. I've never taken so many notes!"
– Leo Proulx
President of the Money Concepts Financial Planning Center
When the subject is trust the most qualified person to deliver is Bill Bachrach. Consider a keynote plus a breakout at your next conference for maximum value.
The following are some options that can be customized as keynotes, breakout sessions, or longer workshops.
Full Length Speeches
Bill Bachrach's presentation, The Roadmap to Success: Speaking the Language of Trust in the United States
Bill Bachrach's presentation, The Roadmap to Success: Speaking the Language of Trust in Australia
Most Requested Speaking Topics
- The Roadmap to Success: Speaking the Language of Trust
- The Art of Building High-Trust Client Relationships
- An Introduction to Values-Based Financial Planning™:
the Art of Creating an Inspiring Financial Plan
- “High-Trust Leadership™: A Proven System for Developing
an Organization of High Performance Financial Professionals”
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
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
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
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.
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 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 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
- Advisors Excel
- AG Edwards
- AIG VALIC
- 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
- Court of the Table
- DFA Australia Limited
- Financial Planning Association
- First Allied
- Girard Securities
- Guarantee Life
- HD Vest
- Independent Financial Group
- ING Financial Partners
- Insurance Network America
- Investment Centers
- Investment Management Consultants
- Investors Group
- Jefferson Pilot
- John Hancock
- Lafayette Life
- LPL Financial
- Lutheran Brotherhood
- Mass Mutual
- Merrill Lynch
- Million Dollar Round Table
- MLC Advice Solutions
- MML Investors
- Money Concepts
- Morgan Stanley Smith Barney
- Mutual of Omaha
- New England
- New York Life
- Raymond James
- RBC Dain Rauscher
- Royal Alliance
- SII Investments
- State Farm
- Sun Life
- Thrivent Financial
- Top of the Table
- Triad Advisors
- USA Tax & Insurance Services
- Waddell & Reed
- Wealth Counsel
- Wells Fargo Securities
- Wells Real Estate Funds