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