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Psychographic studies uniformly demonstrate that “trust” is the single most important determinant of whether an individual enters into a relationship with a Financial Professional. Bill Bachrach intuitively recognized this in the mid-1980s while he was a Financial Advisor with a major wirehouse. The more he abandoned “sales techniques” to concentrate on developing recommendations that were based upon his Clients’ values and goals, the more emotionally and monetarily rewarding his experience became. Bill spent the next two decades researching, testing and developing methods of social interaction that created an environment that fostered the establishment of professional relationships founded upon trust. Predicated upon an advanced application of Adult Learning Theory, BAI has created an integrated series of Programs and Resources that help Financial Professionals readily understand, implement and retain the fundamental principles of Values-Based Financial Planning™ and High-Trust Leadership.™ Rather than a single, rigid approach to learning, our Programs and Resources offer multiple ways to embrace the content in a way that respects your professional knowledge and allows you to experience new found success at a self-directed pace. Each Program and Resource is designed to help you gain practical, relevant, goal-oriented success through the application of the principles of Values-Based Financial Planning™ and High-Trust Leadership.™ They will expose you to the nuances of our core philosophies and test your comprehension and skill-level as you go. We also address the challenges that you potentially face as you try to evolve into a true Trusted Advisor. You may experience some of these phases … or you may not. If you do, we think it is important that you recognize that you are not alone and that you have a support team available to help you through those times. On behalf of everyone at BAI, we hope you enjoy the sophisticated tools we offer and that you are able to build a practice and a life that is predicated upon Balance, Achievement and Integrity.  Dr. Terrance J. O’Hara President and Chief Executive Officer Bachrach & Associates, Inc. |
Get a Free Subscription to The Trusted Financial Advisor™ Order your free subscription to The Trusted Financial Advisor™, the monthly electronic newsletter (distributed via e-mail) that’s designed to help you “stay plugged in” to what’s going on at BAI. Each newsletter contains an inspiring article as well as a “Coaching Corner” and links… [ More ] 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 "How to Build a SMART Values-Based Financial Planning™ Business," was developed by Les Lyons, Vice President of Operations for BAI. [ More ] 11.19.07 BAI Announces Release of Mastery Series™ 2 Bachrach & Associates, Inc (BAI) announced the release its new Mastery Series™ 2. It represents state-of-the-art training materials that now serve as the prerequisite materials for attending all future... [ More ] 05.18.07 BAI Announces New Mastery Series 1 BAI’s President and CEO, Terry O’Hara, introduced BAI’s new Mastery Series™ 1 at the firm’s most recent Academy 1. Mastery Series™ 1 represents the state-of-the-art training materials … [ More ] 01.18.08 Branding Briefcase Advisors gained their first exposure to Red Lizard Creative's new Branding Briefcase DVD at BAI's Academy 2 on January 18, 2008. The Branding Briefcase is ... [ More ] |
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