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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  Bill Bachrach is one of the most recognized “names” in the Financial Services industry and was named “one of the four most influential people in the Financial Services industry” by Financial Planning Magazine. As the “father” of the Values-Based Financial Planning™ philosophy and the Trusted Advisor concept, Bill’s work has had a profound impact on how Financial Professionals conduct business, and he has stood at the forefront of the movement to transform the Financial Services industry into a true profession.Mr. Bachrach is the author of four of the industry’s most definitive works, including Values-Based Financial Planning and High-Trust Leadership (co-authored with Norman Levine), and he has delivered well over 1000 presentations worldwide including presentations for:
Bill is a nominee for the National Speaker’s Hall of Fame and is a member of the Speakers’ Round Table; an organization comprised of 20 of the most celebrated speakers in the world. On a personal note, Bill Bachrach successfully completed the Hawaii Ironman Triathlon in 1998. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually under difficult conditions 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 engagements. To schedule Mr. Bachrach* for your next speaking engagement, please call Gina Concotelli, Financial Services Speakers Network, 866-923-2513. * 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 Video of Bill Bachrach Fee Information Domestic/North America Fees
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[] Dr. Terrance J. O’Hara  Dr. Terrance J. O'Hara, President and CEO of Bachrach & Associates, Inc. (BAI), is a nationally recognized speaker and business strategist. He has served as a senior executive for multiple Fortune 1000 companies and as the President and CEO of firms in a variety of industries and professions. His background in finance, consulting, litigation, engineering, and even professional sports brings a unique perspective to his presentations.The Financial Service industry is being forced to evolve. What has worked in the past (i.e., a product-centric approach supported by age-old sales techniques) has become increasingly less effective in recent years. With Internet access and various other communication resources, Clients now have access to a myriad of information that allows them to be more fully informed and, as a result, more discerning and demanding. While their expectations have increased significantly, the industry, as a whole, has retained its traditional practices. As a result, the industry has experienced a tougher competitive environment that has featured a higher level of Client dissatisfaction and ambivalence, more price pressure, increased Agent/Advisor attrition, and more regulatory intervention. The “Old World” paradigms of the industry are simply no longer effective. Dr. O’Hara’s “Old World to New World” presentation is tailored to help companies and individuals in the Financial Services industry “bridge the gap” between where they are … and where they want to be. He touches upon behavioral and organizational modifications and the critical changes in time management and business strategies that will be required to gain competitive momentum today … and to become (or remain) a dominant force in the industry tomorrow. Dr. O’Hara uses a mixture of humor, vivid examples and third-party studies to bring clarity to the issues. In addition, he provides an overview of a path to the “New World” that will enhance the professional and personal lives of everyone in attendance. To schedule Dr. O’Hara* for your next speaking engagement, please call Gina Concotelli, Financial Services Speakers Network, 866-923-2513. * Dr. O’Hara’s availability is extremely 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, and High-Trust Leadership books are highly recommended for presentations to management teams. Fee Information Domestic/North America Fees
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[] Rebecca Everett, MS  Rebecca A. Everett, MS, serves as BAI’s Vice President of Training and Development. She has served in senior executive positions for multiple companies including as the CEO of Connecting Point (a consulting and professional speaking firm) and Co-Founder of Interlink Systems (a domestic and international designer, manufacturer and distributor of computer hardware and software). Ms. Everett also has an exceptional background in public speaking. As a member of the National Speakers’ Association and award winning speaker in Toastmasters International, she is accomplished at “regaling the crowd” with a variety of stories and exercises that focus on successfully managing personal and organizational change. The foundation for her speeches is based upon her extensive experience in designing and delivering interactive programs that promote sustained, positive change in organizations. Ms. Everett has expertise in adult learning concepts, Myers Briggs Type Indicator, Thomas--Kilmann Conflict Instrument, Leadership Assessments and 360 assessments. She has extensive experience in collaborating with Executive Leaders to assess gaps and then design and implement effective interventions across organizations to support strategic business objectives. Ms. Everett is also a noted author (How to Be CEO of Your Own Life: Discovering Who You Are and What You’re Really Meant to Do, published in 2001). In addition to her speaking memberships, she is active in the American Society for Training and Development, the Society of Government Meeting Professionals and the San Diego Women’s Network as well as being a Registered Music Therapist and a Marriage and Family Therapist. Her breadth of experience, vibrant personality and marvelous communication skills make her the perfect speaker for people and organizations looking to “take on change.” To schedule Ms. Everett* for your next speaking engagement, please call Gina Concotelli, Financial Services Speakers Network, 866-923-2513. * Ms. Everett’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, and High-Trust Leadership books are highly recommended for presentations to management teams. Fee Information Domestic/North America Fees
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[] Doug Carter (Independent Speaker - Not an employee of BAI) 
R. Douglas Carter has made a career of helping people dramatically improve their effectiveness and efficiency so that they could exceed their highest expectations … and Bill Bachrach always refers to Mr. Carter as his personal mentor. With a major in Educational Psychology, with a specialty in Behavior Modification, and an MA program in Political Sociology and Collective Behavior, Doug Carter is uniquely positioned to help you find out just how good you can be. His experience includes 8 years with the World’s largest adult training company, where he became one of only 3 trainers certified to train other instructors in any one of the company’s 8 Training Programs anywhere in the world. He also served as CEO of Robbins Research International, Inc. and helped Tony Robbins create material for 2 of the major programs now being presented by company. Since 1988, Mr. Carter has conducted his own Trainings and Interactive Speaking Programs and authored his book, Clients Forever: How Your Clients Can Build Your Business for You. He has shared the stage with Anthony Robbins, Denis Waitely, Brian Tracey, Les Brown, Mark Victor Hanson, Harvey MacKay, Lou Holtz, Capt. Jerry Coffee, Coach John Wooden, Robert Kriegel, Robert Allen, Michael Gerber, Susie Fields, Bill Bachrach and many other notable speakers and trainers. He has given nearly 5,000 presentations to nearly 1,200,000 people from 5 continents. We all have a great many strengths and a few misperceived weaknesses. Mr. Carter has designed a tremendous program that will help you explore who you are and how you show up in front of your clients. No matter how much you think you know about yourself, you will learn more if you listen to Doug Carter. For, as important as it is to learn the disciplines associated with the principles of Values-Based Financial Planning™, it is at least as important to have the proper “Way of Being;” and no one can help you achieve and maintain that part of the puzzle better than Doug Carter. To schedule Mr. Carter* for your next speaking engagement, please call Gina Concotelli, Financial Services Speakers Network, 866-923-2513. * Mr. Carter’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, and High-Trust Leadership books are highly recommended for presentations to management teams. Fee Information Domestic/North America Fees
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[] Mark Little (Independent Speaker - Not an employee of BAI)  Mark Little is a Trusted Advisor in every sense of the term. He also is the first Trusted Advisor to reach the elite status of Being Done™. However, at one point in his career, he was ready to leave the Financial Services industry; not because of production (he was the leading producer for his broker/dealer), but because he was overwhelmed by having to serve 1242 Clients while working an average of 84 hours during a six-day workweek. Sound familiar?Rather than quit the business, Mr. Little decided to try one last thing: he would implement the principles of Values-Based Financial Planning™ with “ruthless execution” as he likes to say. A remarkable thing happened: Mark optimized his practice. He identified 17 Ideal Client (among the 1242 he served) who help him grow his Ideal Community to 91 Ideal Clients within an 18 month window. He was able to reduce his workweek to 36 hours during a three-day period while also quadrupling his production. Most importantly, his Ideal Clients loved the new level of attention they were able to receive, and they became extremely loyal Clients who entrusted Mark with 100% of their investible assets. Mr. Little also applied the principles he learned in his journey to becoming a Trusted Advisor to gain more balance in his own life. He was able to reduce his weight from 315 pounds to 183 pounds in ten months … but the most fascinating part of that story is how he did it (and we won’t tell). If you are looking for a speaker with “real world” financial planning experience who can inspire your audience to take stock of their current performance, set goals for improvement, and then execute, execute, execute … then Mark little is your man. To schedule Mr. Little* for your next speaking engagement, please call Gina Concotelli, Financial Services Speakers Network, 866-923-2513. * Mr. Little’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. Fee Information Domestic/North America Fees
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[] Don VanLandingham, CPA (Independent Speaker - Not an employee of BAI) 
Don VanLandingham is outstanding example of a Trusted Advisor who has achieved Being Done™ status while creating a Values-Based Financial Planning™ practice for his Clients.Mr. VanLandingham started his career as a CPA. After years of developing his practice, he noticed that something was missing. He wanted to provide his Clients with a full range of services that were not available through his restricted practice as a CPA. So, he went about the business of becoming a full-service Financial Planner. During the course of his effort, he happened upon Value-Based Financial Planning™, and the philosophy resonated with him. At first, he resisted some of the principles. Then, he committed himself to executing all of the principles exactly as they are taught. Within two years, he was “Done.” Mr. VanLandingham has built a very good practice comprised of extremely loyal Ideal Clients. They enjoy the new level of service, and he enjoys a much more balanced life. His story is an inspiration to anyone who is trying to change for the better. He shares the successes and failures he experienced along the way and projects a belief that “If I can do it, anybody can do it.” Mr. VanLandingham is an excellent choice if you want your audience to hear from someone who knows what it’s like to be “in the trenches.” To schedule Mr. VanLandingham* for your next speaking engagement, please call Gina Concotelli, Financial Services Speakers Network, 866-923-2513. * Mr. VanLandingham’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. Fee Information Domestic/North America Fees
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