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Bill Bachrach

Bill Bachrach
Author, Keynote Speaker

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:

  • 11 times at the FPA’s National Convention
  • 5 times for the Million Dollar Roundtable
  • 4 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 and pay $5,000 per month to work with Bill and his team of expert faculty and master coaches to implement the Values-Based Financial Planning™ turn-key business model.

Fortunately, for those advisors not yet in a financial position to invest $5,000 a month, there is the AdvisorRoadmap Virtual Training membership program.  It makes everything advisors need to learn about client acquisition, client service, leadership, and time management very affordable.

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.

Bachrach & Associates, Inc. (“BAI”) is the premier provider of professional development systems for the financial services industry focused upon transforming the industry from one of salespeople into a culture of trusted advisors. No investment advice or guidance is offered or involved in the BAI system.

Contact Information

Bachrach & Associates, Inc.
8880 Rio San Diego Drive, Suite 950
San Diego, California 92108
Office (619) 255-4888
Fax (619) 677-3101




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For more information about Bill Bachrach please visit: www.BillBachrach.com