Bill Bachrach

Biography

Bill Bachrach, CSP, is the author of the 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. His third book, Values-Based Financial Planning, teaches consumers how to align their financial choices with their personal core values and how to make the best decision about doing it themselves or hiring a trusted advisor. His latest book, It's All About Them: How Trusted Advisors Listen for Success, is already a big hit! Bill is considered to be the 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 our business. Values-Based Selling® and Values-Based Financial Planning™ are widely acknowledged as the only proven, tranferable methods for teaching financial professionals to predictably build high-trust client relationships. Many people and books talk about the importance of creating trust but nobody other than Bill tells you exactly how to do it. Bill has given well 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 Forum and two appearances at MDRT Top of the Table. His book for leaders and managers, High-Trust Leadership, 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. Bill's latest book, It's All About Them: How Trusted Advisors Listen for Success, co-authored by Steve Shapiro, is a practical hands-on guide, and a valuable resource for all financial advisors, company leaders and managers in the financial services industry who want to strengthen their listening skills and increase their success. His articles have appeared in more than 75 financial services publications and his column appears regularly in Financial Advisor Magazine and On Wall Street. 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, generate more fee income and have an even better quality of life. No matter how successful you are today, Bill Bachrach has the skill, the knowledge and the experience to help you go to the next level.

Publications

Values-Based Financial Planning In the grand scheme of things, money's not that important. It's important only to the extent that it allows you to enjoy what's important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you--your core values--this book is for you. This informative and well-written book will help you build a financial strategy, starting with your own unique values--what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals. Values-Based Financial Planning: The Art of Creating and Inspiring Financial Strategy will help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.

Titles

Value Based Selling