Anne Bachrach is President of A.M. Enterprises in San Diego, CA. Anne has over 23 years of experience training and coaching. Business professionals who utilize her proven systems make more money, work less, and enjoy a more balanced and successful life. She believes that personal accountability is the single most powerful tool to help professionals improve their businesses and overall quality of life. Having someone to answer to on a regular basis about your progress is a powerful motivator. Her fresh approach to business is a much-needed change for stagnant businesses.
Bill Bachrach, CSP, CPAE 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 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 (11 times)
– Million Dollar Round Table (5 times)
– Top of the Table (4 times)
– Court of the Table
– CAIFA, and
– Virtually almost every major firm within the Financial Services industry