They also appreciate the coaching and accountability culture louise brings with regard to the implementation of the recommendations of the entire team. The art of creating and inspiring financial strategy will help you realize whats important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life. Bill bachrach s thinking, writing, speaking, and training have made him one of the most popular resources in the world for financial advisors who seek to build hightrust client relationships, master client acquisition, and emulate the success habits of the top advisors. Bill bachrach keynote speaker for financial advisors and. You will experience a selfguided, turnkey, virtual training platform packed with interactive training courses, videos, scripts, demonstrations, and many other highvalue resources to help you. Bill bachrach author of valuesbased financial planning. Its been way too easy for former stockbrokers to gather assets and dump them somewhere and call themselves wealth managersif asset management is all you do and you cant point to some other way you make money, you have nowhere to hide when.
The company has great leadership starting from the top. We personally assess every books quality and offer rare, outofprint treasures. You want your advisors to build hightrust client relationships, master client. The art of building hightrust client relationships by bill bachrach and a great selection of related books, art and collectibles available now at. Bill bachrach, csp, is considered to be the industrys leading resource for helping financial professionals make the transition from being sales people to being trusted advisors. Bill bachrach outlines, with a unique twist, the consultative approach versus the sales approach to financial planning. Singularity speaking the language of trust the totally.
Then one day i came across a book by bill bachrach titled, valuesbased selling. Jun 07, 2017 beginning in 1988, after being a successful financial advisor himself, bill became the driving force behind the trusted advisor and valuesbased movements in the financial services industry. Bills articles have appeared in over 75 financial services publications and his column the trusted advisor is published monthly in ticker magazine. Keynote speaking, coaching, and training financial advisors to master client acquisition and to serve their clients at the highest level. Biography and booking information for bill bachrach, strategic partner at. Enhance your business, client quality, and your life by ordering online today. Its all about them advisorroadmap virtual training platform. The art of building hightrust client relationships for financial advisors, insurance agents and investment reps 380 by bill bachrach, karen risch editor, tom klare illustrator bill bachrach. How trusted advisors listen for success bill bachrach on. Ba also found me a new electric company to keep my rate the same as my current rate before the new rate with my existing electric company was to start. Bill bachrach is the author of valuesbased financial planning 3. As the father of the valuesbased financial planning philosophy and the trusted advisor concept, bills work has had a profound impact on how financial. If you want to give your advisors a great experience that they can use in todays world, you need to hire bill.
Everyday low prices and free delivery on eligible orders. Although this book was most recently revised in 2002, i have always thought it delivers an important message for anyone who includes recruiting and. Discover how, why and how much your offer will benefit the customer, and youll be able to connect more effectively, and ultimately land more sales. As an advisor himself in the 80s, bills grew frustrated with the transactional approach he was taught. The trust formula of credibility, reliability, intimacy and selforientation provides a neat summary. Bill bachrachs advisor roadmap virtual training for financial advisors is a webbased, virtual training platform unlike anything in the industry. Bill bachrach exclusively for financial advisors and their leaders improve business.
I found the bad part was bachrachs idea for trusted advisors his capitals and a training concept that he sells who are financial superhumans who comprehend three pages of heavyweight legal, accounting and investment subject titles, are obviously uninterested in advice fees that theyll get from you and a real wow to meet. He is considered to be the industrys leading authority on helping financial professionals transition from being salespeople to being trusted advisors. Bill bachrach webinar archives the accountability coachtm. Apr 19, 2010 bill bachrach has a business somewhat like mine, though with a specific vertical industry focus. Businesses, nonprofit organizations, event planners and companies across the country have worked closely with our booking agents to hire bill bachrach for a speaking engagements, guest appearances, product endorsements and corporate events. The trusted advisor david h maister charles h green robert m galford 2000, the free press whats new. He is the most popular resource in the world for successful financial advisors who. Jan 02, 2002 buy the trusted advisor new ed by maister, david h. Credit cannot be given for archived or ondemand webcasts. A proven system for developing an organization of highperformance financial professionals, by industry icons bill bachrach and norman levine, is an attempt to fill that gap. Beginning in 1988, after being a successful financial advisor himself, bill became the driving force behind the trusted advisor and valuesbased movements in the. As bill bachrach says, its not about you telling your story. Gain insight, discover his impact, and book him today. If you come to work every day, ready to give it your all, you will succeed at tbg.
Valuesbased selling says mark little, a san antonio advisor with wall street services inc. About bill bachrach the driving force in the financial. Bill bachrach speakers bureau and booking agent info. Traditional sales training centers on fear or greed as motivators for clients. Bill bachrachs advisorroadmap virtual training platform. In january of 2001 the readers of financial planning magazine named bill bachrach as one of the four most influential people in our business. The bachrach group has given me the opportunity to grow into a managing director role. In todays fastpaced networked economy, professionals must work harder than ever to maintain and. Bestselling author david maister teams up with charles h. Its the book that made bill bachrach an industry star, as he reveals his play book for earning and keeping client trust. Beginning in 1988, after being a successful financial advisor himself, bill became the driving force behind the trusted advisor and valuesbased movements in the financial services industry. As the father of the valuesbased financial planning philosophy and the trusted advisor concept, bills 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. When your primary goal is boosting production financial advisor.
I found the bad part was bachrach s idea for trusted advisors his capitals and a training concept. We had the privilege of having bill bachrach as our keynote speaker and many of our advisers were inspired to serve their clients at a higher level by offering a fullservice practice that took a holistic approach to financial planning. For your next conference, its vital to book a speaker who has powerful. For over 25 years, motivational speaker bill bachrach has been teaching financial professionals to speak the language of trust and the art of building hightrust client relationships. The book also does a wonderful job of helping people determine whether they should do their own financial planning or hire an advisor. The book is well written and also well narrated audiobook. Bill bachrach, csp, cpae the accountability coachtm the following presentations can be customized as keynotes, breakout sessions, or longer workshops. The art of building hightrust client relationships for financial advisors, insurance agents and investment reps. Hightrust client relationships for financial advisors by bill bachrach. These are two issues you most certainly will encounter in your career as a trusted advisor. Bill bachrach, csp is the creator of the valuesbased selling system, the trusted advisor coach program, and the valuesbased selling academy. Jul 01, 2000 i found this a book of very mixed usefulness. The art of creating and inspiring financial strategy.
Bill advisor was able to help me lowerdirectv account. At first, i was a bit iffyconfused not being a service advisor for long but these ladies turned my world around and also provided answers to the numerous questions i had. Many financial professionals spend so much time describing. His methods have increased fee revenue, assets under management, commissions and referrals for scores and its become the accepted industry standard. Bill bachrach, csp, cpae capitol city speakers bureau. Years ago as an advisor i was taught to probe for hot buttons and ask all kinds of questions. The art of creating and inspiring financial strategy bachrach, bill on. Bill bachrach, csp, cpae has been a financial services industry thought leader for a quarter of a century. You will experience a selfguided, turnkey, virtual training platform packed with. The trust formula of credibility, reliability, intimacy and selforientation provides a.
I am definitely impacted by their words and advice, cant wait to apply all this information and suggestions to help others. Watch the hall of fame keynote speaker in action in his video gallery. How trusted advisors listen for success paperback by bill bachrach author see all formats and editions hide other formats and editions. Bill bachrach speaker, keynote, booking agent, bureau. The art of building hightrust client relationships. Bill advisor was able to help me lower my directv account 45 dollars a month. Advisorroadmap store advisorroadmap virtual training platform. He has over 120 articles published per year in the financial services industry. As the father of the valuesbased financial planning philosophy and the trusted advisor concept, bills 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.
Ted gregory, financial advisor, interviews with bill bachrach. Coauthored by bill bachrach and steve shapiro, its all about them provides an exceptional overview of how to refine your listening skills. Bill bachrach book bill bachrach for your corporate events. Define and clarify your values related to money and life. She embraces the philosophy outlined in values based financial planning the art of creating an. Maister articulates and distils these principles with great ease. I found the bad part was bachrachs idea for trusted advisors his capitals and a training concept that he sells who are financial superhumans who comprehend three pages of heavyweight legal, accounting and investment subject titles, are obviously uninterested in advice fees that theyll get from you and a. Advisorroadmap store advisorroadmap virtual training. Bachrach gives some great tips on finding a trusted advisor rather than a salesperson. Buy the trusted advisor new ed by maister, david h. Bill bachrach, csp, cpae the accountability coachtm. Bill bachrach s advisor roadmap virtual training for financial advisors is a webbased, virtual training platform unlike anything in the industry.
The terms trust and advisor are seemingly small words, but they have meanings with layers and complexities. I found the bad part was bachrach s idea for trusted advisors his capitals and a training concept that he sells who are financial superhumans who comprehend three pages of heavyweight legal, accounting and investment subject titles, are obviously uninterested in advice fees that theyll get from you and a real wow to meet. The art of creating an inspiring financial strategy. Ive read much of his material over the years and have the highest regard for what he has written not to mention what hes donelike the hawaii ironman. Bill bachrach, a respected by me as well as by the industry consultant in this space says.
632 1450 540 1306 753 592 1190 28 22 314 1253 303 1337 1142 1556 1574 495 181 1543 619 1468 458 317 299 51 533 152 199 1026 476 1288 407 571 708 574 878 1087 249 647 1372 706 1252