Dear Meeting Professionals

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!

Best Regards,
Bill Bachrach



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.

Ben Carroll

The Cambridge Lagacy Group

Thank you for a powerful and impactful presentation. We look forward to working with you in the future.

Cody Foster

Advisors Excel

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!

Kathy Maguire-Ott

FLMI, ALHC, ACS | Director of Marketing Communications, Western & Southern Financial Group

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 Prouix

President , Money Concepts Financial Planning Center

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