Increase Adoption of Your Most Important Tech and Increase Lifetime Client Value

Bill’s message and action-able ideas help Advisors transition existing clients to full-service planning clients and acquire new clients at a full financial planning level from the beginning. As well as align with your most important technology investments to support higher adoption, implementation, and ROI. Your Advisors create better client outcomes, greater client loyalty, and more referrals… leading to lower client acquisition costs and higher lifetime value.

Bill is available for a limited number of live or virtual engagements in 2021. Contact Anne at, or call 619-255-4888.

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.

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