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Bill Bachrach, CSP, CPAE

Bachrach & Associates, Inc.
Financial Planning

Contact Information:

San Diego, CA 92121
United States

Years in Business:



Clients I'm Seeking:


We train the the 1% of Financial Advisors and those who aspire to be around the world in terms of value delivered to the client, business success and overall quality of life.

About My Business:


Since 1988, BAI has been the leading professional development firm in the financial services industry, creating and delivering world-class programs and resources to help financial advisors acquire Ideal Clients, build their Ideal Business and live their Ideal Life. When you work with us, you will receive consultative services to support the implementation of our philosophy and to provide accountability to help you maintain your focus until such time that you achieve your goals, build your Ideal Business and are living your Ideal Life. Bill Bachrach’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. Bill has earned a spot in Financial Planning magazine’s Hall of Fame where he is deemed as one of the industry’s most influential people and the National Speakers Association Hall of Fame for a career of speaking excellence. What financial advisors receive from Bill produces long-term results; Results measured by a greater financial service experience for clients and a more rewarding business experience for the advisor. Financial advisors from around the world travel to work with Bill Bachrach and his team of expert faculty and Accountability Coaches to implement the Values-Based Financial Planning™ Turn-Key Business Model.

Years in business:
Member since:
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