The next best thing to getting into the brain of the financial advisor you wish to serve is to get next to the person who, arguably, is one of the most influential advisors to the advisor.
And you likely already know Bill Bachrach.
That’s because Bill’s wide range of talents have made him one of the most popular go-to experts in the world for successful financial advisors who strive to be at the top of their profession in terms of client service, business success, and personal quality of life.
He has written several industry best-seller books, including Values-Based Financial Planning, High-Trust Leadership, and It’s All About Them, and his articles have been published in some of the most reputable financial services publications around the world.
Bill has served as keynote speaker for major international industry conferences and delivered thousands of presentations worldwide for major financial services firms and associations including: FPA National Convention, Million Dollar Roundtable and Top of the Table.
We had a great conversation with Bill – we hope you enjoy it!
Ed Barrett says
You have no comments about using Continuing Education programs as a value added program for wholesalers. I started my CE school as a wholesaler back in 1994. I would enjoy discussing this topic with you. Ed Barrett
Thanks for stopping by Ed. I couldn’t agree more that continuing ed programs can be a powerful draw. For wholesalers to use with advisors and for wholesalers/advisors to use with CPA’s, attorneys, etc.