Bill Bachrach

Bill Bachrach, CSP, is the author of the financial services industry best-selling book Values-Based Selling The Art of Building High-Trust Client Relationships for Financial Professionals. He is the creator of the Values-Based Selling Mastery System, the Values-Based Selling Academy , and The Trusted Advisor Coach Program for top producers. Bill has been offering Values-Based Selling programs for over 14 years, and is considered to be the financial industry's leading resource for helping financial professionals make the transition from being salespeople to being Trusted Advisors. In January of 2001 the readers of Financial Planning Magazine named Bill Bachrach as one of the four most influential people in the financial services industry.

Bill has given over 1000 presentations worldwide at some of the industry's most prestigious conferences, including four appearances at The Million Dollar Round Table, seven appearances at The Financial Planning Association Success Form, The Canadian Association of Financial Planning, The Institute of Investment Management Consultants, the MDRT "Top of the Table," as well as corporate and association conventions around the world. His book for leaders and managers, High-Trust Leadership; A Proven System for Developing an Organization of High-Performance Financial Professionals, co-authored with the legendary Norman Levine, outlines a step-by-step method for leaders and managers to build high-trust, high-performance teams of financial professionals.

The bottom line is that it is proven that producers who implement Values-Based Selling make more money, take more time off, get more referrals, gather more assets, and generate more fee income. On a personal note, in 1998 Bill successfully completed the Hawaii Ironman Triathlon. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually in hot, windy, rugged volcanic terrain is considered to be the toughest single-day athletic event in the world.

MOST REQUESTED TOPICS:
Values-Based Selling: How to Build High-Trust Client Relationships
Transitioning from Commissions to Fees
Lifestyle Planning
High-Trust Leadership: A Proven System for Developing an Organization of High-Performance Financial Professionals

PRODUCTS:
The Mastery System
(all the books, audios, videos, 4 quarterly teleconferences with Bill Bachrach, etc. to help you get started and realize results now.)

Values-Based Financial Planning

The Values Conversation Training Video