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Bill Bachrach

Bill Bachrach
Bill Bachrach is the author of several books, including the best-selling Values-Based Financial Planning. He has delivered approximately 2,000 keynote speeches and presentations teaching financial professionals to build high-trust client relationships.  To learn more go to www.billbachrach.com or call 858-558-3200 to schedule a Success Road Map® consultation.  

Be Willing to Get Tough

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Nice guys don’t have to finish last, but trying to make sure you never upset anyone is guaranteed to slow you down. If you are serious about your professional goals, you can’t be worried about keeping everyone happy. This may sound as if I’m contradicting my own motto: It’s all about them. But don’t be fooled. “Them” refers to people …

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What’s New in Building High-Trust Client Relationships?

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Over the years, 20+ now, I’ve studied a lot, taught a lot, and written a lot about building high-trust client relationships. Lately I’ve found myself saying to our core group of committed advisors who implement the Values-Based Financial Planning turn-key business model that “trust is not the objective, trust is a by-product of the other things that you do, like …

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Keep Your Head Above Water: 5 Distractions That Can Sink Your Business

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Keeping your head above water. Drowning in paperwork. Trying to stay afloat. Up a creek without a paddle. Smooth sailing. Have you ever noticed how many water-related expressions there are for describing the way you do business? That’s because it’s such a great metaphor, and one you can easily relate to. In my recent coaching program, a roomful of attendees …

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3 Ways to Earn Your Clients’ Trust

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In The Seven Habits of Highly Effective People, Stephen Covey wrote about those who “work harder and harder at climbing the ladder of success only to discover it’s leaning against the wrong wall.” That’s what I did in my early years. I was determined, ambitious, aggressive, and proactive about my goals. I worked ridiculous hours, attended one seminar after another, …

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Service Culture or Accountability Culture™?

Service Culture or Accountability Culture™?

Simply put, the service culture is oriented to giving people what they want and the Accountability Culture™ is about holding people accountable to do what needs to be done so they achieve their goals for the reasons that are important to them, especially when they don’t feel like it. Nordstrom is a service culture. If you owned a department store …

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Fiduciary Standard?

Fiduciary Standard?

The headline reads: “Wall Street wins big as Dodd drops fiduciary provision.” And the first line of that article is “Chalk it up as a win for the securities and insurance industries.” How do the securities and insurance industries win when the client loses? It’s a fascinating way to view the world, but not surprising. Here’s my translation, “the lower …

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