What Would Your Ideal Life Look Like, Sound Like and Feel Like?

Since 1988, Bachrach & Associates, Inc. has been helping financial advisors reach the top 1 percent of financial advisors and create their Ideal Life in four years or less in terms of value delivered to the client, financial success and quality of life.

Success Stories

Everyday I look at my Success Road Map® to get centered on what’s really important to me and the goals I am shooting for. This provides me with a constant reminder of the importance of building a successful business that will fuel my personal goals and personal dreams. Reviewing my values on a daily basis helps me stay grounded and pushes me to be disciplined with my client acquisition activities. It propels me to do more of the things that I might typically avoid.

Derieck Hodges

The Success Road Map® has been a very powerful tool in my life and in the life of my team. For me personally, the Success Road Map® has re-energized and refocused me in times when I really, really needed it. In the good times my Success Road Map® has given me clarity about what my purpose is which has led me to creating action items that allowed me to achieve big goals. In the tough times the Success Road Map® has served as the centering point of inspiration for me.”

Mark Little

The Success Road Map® helps me get and keep focused. It reinforces what is really important and what really is not worth worrying about.

Irving Foster

My Success Road Map® provides a framework for really thinking and reflecting on success. The word success normally connotes simply making a lot of money, but for me it is not about money it’s about time. With that established, my goals become clearly defined. I am clear about why I come in the office and do the work necessary to acquire clients. The clarity of my purpose is important in putting meaning into what otherwise would be trivial and distasteful tasks.

Peter Oldziey

Accountability Coaching

Partial Client List

Bill Bachrach's partial clients

  • Advisors Excel
  • AG Edwards
  • AIG VALIC
  • American Equity
  • Amerprise Financial
  • AMP Financial Planning Pty Ltd
  • AXA Advisors
  • Berthel Fisher
  • BT Financial Group
  • Cadaret Grant
  • CAIFA
  • 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
  • GAMA/LAMP
  • 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
  • LIMAC
  • 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
  • NAIFA
  • Nationwide
  • New England
  • New York Life
  • Perpetual
  • Prudential
  • Raymond James
  • RBC Dain Rauscher
  • REISA
  • 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