Bill Bachrach CSP, CPAE
Values-Based Financial Planning
Bill Bachrach CSP, CPAE Text Reviews
You did an awesome job for us and we are very grateful! The feedback from advisors has been truly extraordinary. The road show exceeded our expectations. Your energy, effort, and enthusiasm were visible and much appreciated. I can't thank you enough!
Chris Freeman, Head of BT Wrap - BT Financial Group, BT Wrap Roadshow Australia
We had the privilege of having Bill Bachrach as our Keynote Speaker . . . Many of our advisers were inspired to serve their clients at a higher level by offering a full service practice that took a holistic approach to financial planning.
Brent Owens - CFD Investments, Inc.
Bill is an outstanding speaker and trainer in the financial services business. I have been planning training events for six years and have hired dozens of professional speakers, and Bill ranks among the best we have ever had.
Joe Anzalone - Asset Marketing Systems
Bill is a true visionary and leader who has a genuine passion to improve the financial service industry, away from product selling and to a true advice model. I feel very fortunate to have had the opportunity to work with Bill.
David Andrew - Capital Partners Private Wealth
Bill is an outstanding trainer/speaker & is an impact player in the financial services industry. Values-Based Financial Planning delivers a better experience for the client . . . and a better life for the advisor.
Ben Carroll - The Cambridge Legacy Group