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Speaking Engagements

BAI offers a variety of professional speakers with unique individual messages to address the needs of the Financial Services industry. Its distinguished speakers include

Bill Bachrach, CSP, CPAE

Bill Bachrach’s thinking, writing, speaking, coaching, and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top of our profession in terms of client service, 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. He has delivered well over 1,000 presentations worldwide for almost every major financial services firm and association, including:

  • 10 times at the FPA’s National Convention
  • 5 times for the Million Dollar Roundtable
  • 3 times for Top of the Table
  • and 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 financial advisors learn from Bill Bachrach produces results. Results measured by a better financial services experience for clients and a more successful business experience for the advisor. Which is why Financial Advisors from around the world travel four times per year to San Diego, California to work with Bill and his team of expert faculty and master coaches to implement the Values-Based Financial Planning™ turn-key business model.

On a personal note, Bill Bachrach successfully completed the Hawaii Ironman Triathlon. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually under difficult conditions on the Big Island is considered to be the toughest single-day athletic event in the world. He uses this and other unique life experiences to captivate the audiences at his speaking and training programs.

To schedule Mr. Bachrach* for your next speaking engagement, please call Anne Bachrach, Financial Services Speakers Network, 858-450-2963.

* Mr. Bachrach's availability is limited. Please try to book your event as early as possible. Additionally, Values-Based Financial Planning books are highly recommended for all attendees to enhance their experience.

Watch Bill Bachrach

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Fee Information

Domestic/North America Fees

•  $10,000 – Up to 3.5 hours
•  $15,000 – Full Day
•  $35,000 - International (1 day minimum)

Domestic Fees: 

•  Domestic includes the Continental United States, Hawaii, Alaska, Canada and Mexico.

International Fees:

•  International fee will be a minimum of $35,000 or the actual fee incurred based on the U.S. rates for the number of days utilized, whichever is greater.

Expenses Billed Separately

Travel Fees:   (Covers Airfare, Ground Transportation, Meals, & Gratuities)
•  Continental North America:  Flat fee of $1,500 per person (or first class air and all expenses billed separately) 
•  Off-Shore:  Two (2) Unrestricted Business Class airfares plus hotel, ground transportation, meals and gratuities.

 **Travel Fees: Special fees may apply for locations outside the continental U.S. and international (offshore) locations. (Please call for specific quote.)

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