It's a great time to be a Financial Advisor!


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People are more concerned about their money than ever.
People are disillusioned with the traditional investment/insurance oriented "financial advisor."
Most advisors have a weak value proposition making this the perfect time for their former clients to become your new clients. (IF you have a better value proposition and can deliver.)

Being a Trusted Advisor, operating at a fiduciary standard, with TOTAL fee transparency and delivering truly comprehensive financial services gives you a distinct competitive advantage. The Trusted Advisor is never out of style and never fears losing clients regardless of what happens in the economy, the market, or the world.

Can you be living YOUR Ideal Life in 4 years... or less?

The answer is YES. But, that all depends on the choices you make today. There is no silver bullet or shortcut to success. It's a myth that you can read a book, hear a speech, or attend a seminar that changes your life significantly and permanently. I should know. I've written best-selling books and given about 2,000 speeches. They may have some impact, but nothing permanent or significant. It's just not that easy. If it were, there would be many more truly successful Financial Advisors than there are today.. The hard truth is that most advisors are working too many hours, trying to serve too many of the wrong clients, and making too little money for the effort. When you look "behind the curtain" of most financially successful advisors you might want their income, but you wouldn't want their life.

Choose to partner with Bachrach & Associates, Inc. (BAI) to implement the Values-Based Financial Planning™ turn-key business model and 4 years from now... or less:

You will have an Ideal Client Community that you built by referral only, usually between 75 – 125 clients,
- Generating annual recurring revenue between $500,000 and $2M, based on your personal financial plan,
- Providing the business revenue necessary to deliver a superior experience for your clients and the personal income you want to pay for a great present lifestyle and fund your family's goals, including your own financial independence,
You will be the CEO of a full-service financial services firm, leading a best-in-class deliverables team of experts who serve your clients at the most comprehensive level possible,
Your clients will be experiencing true, holistic financial planning where they follow your advice to make smart choices about their money that are in alignment with their goals and values,
You will have gotten your own financial house in order while helping your clients do the same,
Your business will be worth $1M - $4M and other advisors and companies will want to buy it,
You will be living your Ideal Life.

You can choose to have the business described above in 4 years or less. You'll need the right value proposition, the ability to communicate it well, and the support to deliver. We call this the "Values-Based Financial Planning Journey." Where your business actually is in 4 years depends on the choices you make and implementing a proven system.

For 22 years BAI has been helping Financial Advisors achieve a higher level of success by building high-trust client relationships and we might be able to do the same for you.

If being the CEO of the financial services business described above appeals to you, call 800-347-3707 or click here to schedule a complimentary Success Road Map^® consultation with a BAI Accountability Coach to help you determine whether or not the Values-Based Financial Planning turn-key business model is right for you.

I believe in you. We may have never met, but I believe that if you found this website and read to this point that you have the fundamental ability and motivation to create your Ideal Life. I believe that you have vast reserves of untapped potential that can be focused and harnessed to create your Ideal Life in 4 years... or less. I believe in you. This business does not require an abundance of genetic gifts as a prerequisite to success. Everything you need to know is learn-able. Everything you need to do is do-able. I believe in you. What do you believe?

Yours in success,

Bill Bachrach

Bill Bachrach, CSP, CPAE
Chairman & CEO