Bill Bachrach , CSP, CPAE
Values-Based Financial Planning? Turn-Key Business Model
Speaker Category: Financial


Bill Bachrach’s thinking, writing, speaking, coaching, and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top of our profession in terms of client service, business success, and personal quality of life. His books are industry best-sellers and his articles appear in the most prestigious financial services publications around the world. He has delivered well over 1,000 presentations worldwide for almost every major financial services firm and association, including:

  • 11 times at the FPA’s National Convention
  • 5 times for the Million Dollar Roundtable
  • 4 times for Top of the Table
  • and keynoted many of the major international industry conferences, both in the United States and abroad.

He is a member of 2 Halls of Fame: Financial Planning Magazine’s Hall of Fame as one of our industry’s most influential people and the National Speakers Association’s Hall of Fame for a career of speaking excellence.

Most importantly, what advisors learn from Bill Bachrach produces results. Results measured by a better financial services experience for your clients and a more successful business experience for you. Which is why Financial Advisors from around the world travel four times per year to San Diego, California to work with Bill and his team to master the Values-Based Financial Planning™ turn-key business model.

On a personal note, Bill Bachrach successfully completed the Hawaii Ironman Triathlon. The 2.4 mile swim, 112 mile bike, and 26.2 mile marathon run held annually under difficult conditions is considered to be the toughest single-day athletic event in the world. He uses this and other unique life experiences to captivate the audiences at his speaking and training programs.


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