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Values-Based Financial Planning

The Art of Creating an Inspiring Financial Strategy

163-page Book by Bill Bachrach

This informative and well-written book will help you build a financial strategy, starting with your own unique values—what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals.

Values-Based Financial Planning Book

High-Trust Leadership

A Proven System for Developing an Organization
of High-Performance Financial Professionals

197-page Book by Bill Bachrach

This landmark book, written by Bill Bachrach and Norman Levine, is the definitive work on building high-performance practices within the Financial Services industry. It is a primer on how to attract, lead and retain outstanding Financial Professionals.

“High-Trust Leadership” Book

It’s All About Them

How Trusted Advisors Listen for Success

45-page Book by Bill Bachrach

Co-authored by Bill Bachrach and Steve Shapiro, It’s All About Them provides an exceptional overview of how to refine your listening skills. As Bill Bachrach says, “It’s not about you telling your story. It’s about them telling theirs.”

“It’s All About Them” Book

Excuses Don't Count... Results Rule


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Excuses Don't Count... Results Rule!

108-page Book by Anne Bachrach

Through this book, you will learn how to hit your personal and professional goals with absolute certainty. You will discover how to enhance your overall quality of life by having a proven framework and easily implementable system for achieving your goals in the time-frame you want it.

“Excuses Don’t Count… Result Rule!” Book

Live Life with No Regrets


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Live Life with No Regrets

235-page Book by Anne Bachrach

Choose to create the future you really want. Regrets are a waste of time anyway, as you can't change the past. So, let go of the past and decide to choose to live your life with no regrets from this day forward.

“Live Life with No Regrets” Book

Financial Road Map®

by Bill Bachrach

The Financial Road Map® is designed to help your clients explore their values, identify their goals and gain a clear understanding of their financial health and future direction.

Financial Road Map®

Success Road Map®

by Bill Bachrach

The Success Road Map® is designed to help your Financial Professionals explore their Values, identify their Goals and gain a clear understanding of where they are now versus where they want to be from a professional perspective.

Success Road Map®

Goals "Shield" Labels

by Bill Bachrach

Goals “Shield” Labels allow you to add Goals to your Clients’ Financial Road Map® (or employees’ Success Road Map®) while maintaining the professional appearance of the document.

Goals “Shield” Labels

Quality of Life Enhancer™ Worksheet

by Bill Bachrach

The Quality of Life Enhancer™ Exercise is a must for all Clients and Team Members. It creates a stunning revelation with respect to how we actually spend our time versus how we should spend our time.

Quality of Life Enhancer™ Exercise

Order online using our secure shopping cart or place an order over the phone by calling 1-800-347-3707 or (858) 558-3200.