Bill Bachrach's Client Appreciations

I thought I would spend my whole career working with people who have $500,000. Now I have a process, the skill, and confidence to acquire clients with millions.

Debbie Pursey

Walnut Creek Wealth Management

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

Sybil Praski

Western Wealth Management

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

If everyone would do what Bill Bachrach teaches, the DOL would be a non-issue.

Barry Knight

CEO, NEXT Financial

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

We had the privilege of having Bill Bachrach as our Keynote Speaker and many of our advisers were inspired to serve their clients at a higher level by offering a full-service practice that took a holistic approach to financial planning. Our advisers learned that they needed to have a client-centered Value Proposition in order to serve their clients better and grow their business. We thank Bill for his message and his ability to inspire us to build a better practice for our clients.

Brent Owens

CFD Investments, Inc.

Bill Bachrach brings great value to his audiences, with take-home-and-put-to-use-today techniques and strategies. I would highly recommend Bill to any organization that wants to grow and succeed.

Bruce Dickes

Financial Brokerage, Inc.

Bill’s real-life examples and decades of personal experience coaching advisors to transform how they operate is a message every financial advisor needs to hear. There’s a roadmap to success and Bill knows the way.

David Knoch

President, 1st Global

Bill is a true visionary and leader who has a genuine passion to improve the financial service industry, away from product selling and to a true advice model. I feel very fortunate to have had the opportunity to work with Bill.

David Andrew

Capital Partners , Private Wealth

If you want to give your Advisors a great experience that they can use in today’s world, you need to hire Bill.

Mike Ankers

Director of National Sales, Richardson GMP

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

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

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

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

Cody Foster

Advisors Excel

Bill conducted another outstanding presentation for my Advisors and the ratings were very high, as I expected. He is ‘spot on’ with helping them be crystal clear about their value promise to clients and prospective clients. Their value promise and them delivering on that promise defines what they can charge clients and clients will gladly pay for that experience.

Neil Ouditt

National Managing Director, Associate Advisor Program, Advisory Services, Manulife

Tell Us About Your Next Event