An Introduction to Values-Based Financial Planning™

Bill Bachrach

In another what-to-do and how-to-do-it webinar presented personally by Bill Bachrach, you will learn how the Values-Based Financial Planning™ Turn-Key Business Model will help you:

  • Be hired by new clients in about an hour
  • Earn ALL of your client's business at the beginning of the relationship
  • Get paid a fee for your advice instead of relying on commissions or fees for AUM
  • Inspire your clients to follow your advice and implement NOW
  • Generate referrals

Bill Bachrach and his team help Financial Advisors create their Ideal Life in 4 years, or less, by building an Ideal Client Community by referral only, using the Values-Based Financial Planning™ Turn-Key Business Model.

Bill Bachrach's thinking, writing, speaking, coaching, and training have made him one of the most popular resources in the world for successful Financial Advisers who seek to be at the top of our profession in terms of client experience, business success, and personal quality of life.

His books are industry best-sellers and his articles appear in the most prestigious financial services publications around the world, including regular contributions to Financial Advisor Magazine.

He has delivered well over 1,000 presentations for almost every major financial services firm and association, including 9 times at the Financial Planning Association's National Convention, 5 times for the Million Dollar Roundtable, and 3 times for Top of the Table, as well as keynoted many of the major international industry conferences.

He is a member of 2 Halls of Fame: Financial Planning Magazine's Hall of Fame as one of our industry's most influential people and the National Speakers Association's Hall of Fame for a career of speaking excellence.

Most importantly, what Advisors learn from Bill Bachrach produces results. These results can be measured by a better financial services experience for your clients and a more successful business experience for you. This is why Financial Advisors from around the world travel four times per year to San Diego, California to work with Bill and his team to master the Values-Based Financial Planning™ Turn-Key Business Model.


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