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  • Write Yourself a Reality Check
    By Bill Bachrach
    Jim Carrey wasn't always a superstar actor. This may be stating the obvious (after all, the man wasn't born famous - in fact, he once lived on the streets), but what you might not know is that he once enjoyed a super-successful career as a stand-up comic. He was doing uncanny, rubber-faced impersonations of Hollywood legends that critics praised as the best they'd ever seen. But then he just stopped. Took his final bow before a standing, clapp...

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  • Be a Million-Dollar-Plus Producer
    By Bill Bachrach
    In 1998 I did something I'd only fantasized about for many years: I actually trained for the "Super Bowl" of triathlon events, the Ironman Triathlon World Championship in Hawaii, which consists of a 2.4-mile swim, a 112-mile bike race, and a 26.2-mile marathon. As you might expect, the intense training I've undergone for this event has already had a big impact on my fitness, but of more interest to you, I've learned many key lessons you can al...

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MORE FROM BACHRACH & ASSOCIATES

  1. Communication skills: The key to getting more and better cli...
    This article discusses the importance of communication skills, and their role in the careers of financial advisors.
  2. It's called a `correction' for a reason.
  3. Proven concepts for being a highly successful financial advisor
    This article explains why time, priority and calendar management are easier when you have clear goals to which you are committed.
  4. Keep Your Head Above Water: 5 Distractions That Can Sink You...
  5. Is a Picture Worth a Thousand Words?
  6. The Magic of Being Done
    Let's face it. Some advisors are content to plod along and get wherever they are going whenever they get there. It's life in the slow lane. They take their time getting new clients, and as long as they make a little progress every year, they're co...
  7. Create the Business You Want
  8. How do you establish trust?
    This article answers the question: How do your clients and prospects know you or your money managers aren't stealing their money?
  9. What an Idiot!
  10. The Ideal Time-Management System
    Not only is it impossible to be the expert on everything that applies to the financial services industry, it's also a waste of time. Learn to say no to the unimportant things in order to make room for the ones that matter most.
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WELCOME MESSAGE

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.

“Values-Based Financial Planning” is widely acknowledged as the only proven, transferable methods for teaching financial professionals to predictably build high-trust client relationships.

There is no silver bullet or shortcut to success. When you choose to partner with Bachrach & Associates, Inc. (BAI) to implement Values-Based Financial Planning™ and implement what we teach and coach you to do, you will learn to create experiences so profound and build such a high-trust client relationship that will allow you to:
  1. Acquire more and better clients, in any economy or market
  2. Generate more income
  3. Get more referrals
  4. Gather and consolidate all of their assets and financial affairs
Where will you be in 3-4 years?

That all depends on the choices you make today. There is no silver bullet or shortcut to success. When you choose to partner with Bachrach & Associates, Inc. (BAI), implement Values-Based Financial Planning™, and do what we teach and coach you to do, 3-4 years from now:

You will have an ideal client community, usually between 75–125 clients, that you built by referral only and which will:
  • Generate annual recurring revenue between $500,000 and $2 M, based on your personal financial plan
  • Provide 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 planning firm, and will lead a best-in-class deliverables team of experts who serve your clients at the most comprehensive level possible
  • Your clients will experience 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, which other advisors and companies will want to buy, will be worth between $1 million and $4 million
  • Your quality of life will be very high, full of balance, achievement, and integrity
You can choose to have the business described above in four years or less. We call this the "Values-Based Financial Planning Journey." Where your business actually is in four years depends on the choices you make and implementing a proven system.

For 21 years Bachrach & Associates, Inc. (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 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 Journey is right for you.

Whatever you decide, I personally wish you all the best in building your successful financial services business and living a fantastic life. We have packed this Web site full of value to help you live a more successful and happier life, whether you choose to do business with us or not. Enjoy!

 

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