ALL PRESENTATIONS ARE AVAILABLE VIRTUALLY OR IN-PERSON.
INSPIRING FINANCIAL ADVISORS TO BE MORE VALUABLE
FOR THEIR CLIENTS AND GROW THEIR BUSINESSES
The Long-Term Impact for Advisors of a
Bill Bachrach Keynote:
- More revenue from planning and advice
- More revenue from increased AUM / FUM
- More revenue from client’s consolidating all of their business with them
- More revenue from client’s who are inspired to implement all the Advisor’s advice
- More revenue and lower cost per client acquired: referrals
- A business that’s better prepared for succession