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Bill Bachrach
Bill Bachrach,CSP 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.
Bill Bachrach is the author of four of the industry’s most definitive works, including Values-Based Selling, 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:
- Financial Planning Association’s Success Forum (seven times)
- Million Dollar Round Table (four times)
- Top of the Table (three times)
- Court of the Table
- NAIFA
- CAIFA, and
- Virtually every major firm within the Financial Services industry
Speaking and Training Fees
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