It's a great time to be a Financial Advisor!


Click on these icons to learn about upcoming and archived Webinars and Audio downloads of interviews and speeches by Bill Bachrach to help you better serve your clients and build your business in today's economy.

Click here to access articles to help you better serve your clients and build your business in today's economy.	Click here to learn how a complimentary Success Road Map consultation can help you make this your best year ever - especially in this economy.
A monthly electronic newsletter with content- rich articles from four industry leaders to help you build an Ideal Client Community in any economy.
Click here to receive your complimentary copy of the 'Roadmap to Success' book authored by Bill Bachrach, Ken Blanchard and Stephen Covey.

02.21.2009
Press Release:
Bachrach & Associates, Inc. (BAI) has announced that renowned Engineer, Programmer, Retailer, Marketing & Sales Executive & Entrepreneur Tom Voccola will be delivering the keynote address at BAI’s Academy 1 on March 15, 2009 in San Diego.
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01.06.2009
Press Release:
Bachrach & Associates, Inc. Partners with Financial Advisor Magazine
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11.17.2008
Press Release:
November Values-Based Financial Planning™ Academy 1 wraps up. BAI continues to provide top notch training & support.
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10.13.08
Press Release:
Highlights from Bill Bachrach’s article: "In Trouble, Push On" was published in the Practice Tips section of the October 2008 Issue of Financial Planning Magazine.
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09.05.08
Press Release:
Bill Bachrach Co-Authors New Book with Stephen Covey and Ken Blanchard
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08.08.08
Press Release
Press Release: BAI Announces the Mastery Series™ 3
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08.08.08
Press Release
Press Release: BAI Announces the Leadership Series™ 1
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08.08.08
Press Release
Press Release: BAI Announces New VBQOL Newsletter Pricing.
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03.15.08
BAI Announces New Webinar Series
Bachrach & Associates, Inc. (BAI), a San Diego-based firm that provides professional development programs to the financial services industry, recently announced a series of webinars designed to help financial advisors improve their business performance. The series, entitled "The Financial Case for Building a Smart Values-Based Financial Planning™ Business," was developed by Les Lyons, Vice President of Operations for BAI.
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People are more concerned about their money than ever.
People are disillusioned with the traditional investment-oriented financial advisor.
Most advisors have a weak value proposition making this the perfect time for their former clients to become your new clients. (IF you have a better value proposition and can deliver.

It really is a great time to be a Financial Advisor and we hope you are capitalizing on this unprecedented opportunity to build your Ideal Client Community.

If you missed our recent webinar: 5 Reasons this is a GREAT Time to be a Financial Advisor And The Tactics to Capitalize on this Current Opportunity, you are in luck because it’s recorded, in our webinar archive, and there is no charge to watch it as many times as you like at your convenience. Click here to check it out.

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) to 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 that you built by referral only, usually between 75 – 125 clients,
- Generating annual recurring revenue between $500,000 and $2M, based on your personal financial plan,
- Providing 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, leading a best-in-class deliverables team of experts who serve your clients at the most comprehensive level possible,
Your clients will be experiencing 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 will be worth $1M - $4M and other advisors and companies will want to buy it,
Your quality of life will be very high, full of balance, achievement, and integrity.

You can choose to have the business described above in 4 years or less. You'll need the right value proposition, the ability to communicate it well, and the support to deliver. We call this the "Values-Based Financial Planning Journey." Where your business actually is in 4 years depends on the choices you make and implementing a proven system.

For 21 years 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 or click here 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 website full of value to help you live a more successful and happier life, whether you choose to do business with us or not. Enjoy!

Yours in success,

Bill Bachrach

Bill Bachrach, CSP, CPAE
Chairman & CEO