Build Trust More Quickly with Prospect and Client “Values Conversations”

When your Advisors ask their prospects and clients, “What’s Important About Money To You?” and take them up their ‘values staircase,’ trust is more quickly established and Advisors distinguish themselves with superior communication skills.

Bill Bachrach helps Advisors, of all ages and experience levels, to have the skill and confidence required to more quickly build high-trust relationships necessary to acquire, serve, and retain higher net worth Ideal Clients.