Bill Bachrach
Bill Bachrach is a financial advisor trainer and founder of Bachrach & Associates who has coached thousands of advisors to build values-based practices centered on deep client discovery. His book Values-Based Selling became the standard text for advisors seeking a more meaningful client engagement model.
Works
- Values-Based SellingSales approach centered on understanding and serving client values
- Values-Based Financial PlanningFinancial planning methodology grounded in client values alignment
- It's All About YouFramework for centering financial advice on personal values and goals
- High-Trust LeadershipLeadership approach emphasizing trust, integrity, and ethical practice