Bill Bachrach's Video Library

Speaking the Language of Trust

Move the needle on the "trust dial" in the right direction with existing clients and more rapidly establish trust with prospective clients.


The Art of Building High-Trust Client Relationships

The impact of deliberately building a high-trust client relationship is quickly evident by clients who are more willing to pay for financial planning and advice, more assets gathered, clients who implement the advisor's advice, and clients who are more inclined to refer.


The Roadmap to Success

7 essential ingredients that the most successful advisors use to propel themselves to the next level on their unique road to success.


Values-Based Financial Planning

Do you have clients who do some of their business with you, but not all of it? Do you have clients who do transactions with you, but not comprehensive planning? Do you have clients who have some of their assets under your management, but have more money elsewhere...maybe a lot more? What would have to happen to shift these client relationships to a deeper level of trust so they do all of their business with you, bring all of their assets under your management, follow all of your advice, and introduce you to everybody they know who could possibly be an Ideal Client for you?


High-Trust Client Relationships

Get clarity about why trust is so crucial, what to do to move the needle on the "trust dial" in the right direction with existing clients and more rapidly establish trust with prospective clients, how to implement immediately in the real world, and inspiration to implement.


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 (619) 269-4491.