Dear Meeting Professional,
I get it… your reputation is on the line when you recommend a speaker, which is why you should recommend someone who is not only an industry expert but also an excellent presenter. Ideally, the speaker you hire is a sure thing, but that doesn’t always happen.
What if you could hire someone who only speaks to Financial Advisors, who’s been doing this for decades, and already knows our business… inside and out? What if that person was already prepared to deliver a powerful speech packed with actionable, inspiring content? And what if that person was the only former Financial Advisor ever inducted into the professional speaker hall-of-fame?
Feel confident about your choice. Put your mind at ease. NexGen Advisors, Top Advisors, and everyone in between will get actionable ideas and the inspiration to implement so they can elevate their client value and grow their businesses.
You really care about making the event great, and I’m here to help make that happen!
ALL PRESENTATIONS ARE AVAILABLE VIRTUALLY OR IN-PERSON.
INSPIRING FINANCIAL ADVISORS TO BE MORE VALUABLE
FOR THEIR CLIENTS AND GROW THEIR BUSINESSES
The Roadmap to Success
In this presentation, Bill shares 7 essential ingredients that the most successful Advisors use to propel themselves to the next level on their personal road to success. Advisors leave this session with tools and inspiration to emulate the success habits of the most successful Advisors to create their own Roadmap to Success.
The Art of Building High-Trust Client Relationships
The single most important thing that has to happen for people to do business together is… TRUST. Especially when it comes to money. Yet, most Financial Advisors really don’t know why people trust them, why people don’t trust them, or how to consistently build High-Trust Client Relationships… on purpose. Advisors leave this presentation understanding exactly what to say and do to consistently establish High-Trust Client Relationships.
Mastering Client Acquisition
Chances are very high that the current approach of most of your Advisors to client acquisition practically guarantees that they will either work too many hours or make too little money or try to serve too many of the wrong clients… or all 3. Ironically, most Advisors want exactly the opposite. Advisors leave this presentation knowing exactly what to do to Master Client Acquisition.
The Singularity is proving to be the single, most significant event of our entire lives, with massive implications for clients and their financial choices. Firms, their leaders, and Advisors who ignore the predictable disruptions driven by The Singularity are almost certainly breaching their fiduciary obligation to their clients and…are likely… to be… ERASED. Advisors and leaders leave this presentation knowing what The Singularity is, make better business decisions, and more effectively serve their clients.
BILL IS EASY TO WORK WITH
HERE'S WHAT YOU'LL NEED TO HIRE HIM
Bill Bachrach Always Delivers
I own an RIA with 50 affiliated Financial Advisors. I got to know Bill over recent years while attending his Values-Based Financial Planning Academies where he has trained a number of our Advisors in Values-Based Financial Planning. 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.
Thank you for a powerful and impactful presentation. We look forward to working with you in the future.
Our LSM was a huge success and I cannot thank you enough for contributing. Your message resonated with qualifiers, guests and executives – a challenge we threw your way and you conquered. You were definitely a HIT!
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!