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

Bill Bachrach Always Delivers

You really nailed it. Your keynote delivered exactly what we wanted, and you did a great job pulling together the audience on a very pertinent topic.

Mark Tapling

CEO, Docupace

You can always count on Bill for great content and phenomenal delivery, but this was the best I’ve seen him. Impactful and on-point for Advisors wanting to remain relevant and valued by their clients as a fiduciary and trusted steward of their financial future.

Chris Flint

CEO, ProEquities

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

I built my $1.5M fee-based business by implementing what I learned from Bill Bachrach.

Sybil Praski

Western Wealth Management

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