Welcome to Bachrach&Associates, Inc.

TRUST is the single most important element for any good business relationship, especially when it comes to the relationship between a client and a Financial Professional. Intuitively we all know this to be true, and the research on this subject has consistently confirmed the importance of trust.

This became glaringly apparent to me when I was a new financial advisor in the mid-1980s being taught and applying sales techniques to “get” clients. The mantra was, “Find the need, make it hurt, and close, close, close!!!” Shockingly enough, many of these archaic techniques for selling to fear and greed still pervade the financial services industry today. Is it any wonder so many people are skeptical about financial advisors?

How ironic that we would be taught to use sales and marketing tactics that pretty much guarantee we will NOT be trusted! Obviously, the fastest way to cause someone to distrust you is to show up behaving like a salesperson.

Fortunately, I was inspired to break away from the industry norm and developed a philosophy and methodology to help clients make smart choices about their money and their life so they achieve their goals in a way that fulfills their values, regardless of the current economic cycle. It’s called Values-Based Financial Planning™. The by-product is a high-trust client relationship. It’s a long-term relationship of mutual respect and honor predicated on a genuine desire to help and a process that creates a predictable result.

Clients are happier and more loyal. The Financial Professional enjoys a more prosperous business that is much more emotionally gratifying.

Since 1988 we have been teaching and coaching financial professionals to build communities of Ideal Clients through the successful implementation of Values-Based Financial Planning™ and we’re pleased to have the opportunity to help you do the same. Contact us to arrange a complimentary Success Road Map^® consultation with one of our Accountability Coaches to determine if Values-Based Financial Planning™ is a good fit for you.

On behalf of our entire BAI leadership team, our coaches, and our staff we welcome you to the beginning of your Values-Based Financial Planning™ Journey toward an even better quality of life of Balance, Achievement, and Integrity.

Yours on the journey,

Bill Bachrach

Bill Bachrach, CSP
Chairman & CEO


Click here to receive your complimentary copy of 'Roadmap to Success' authored by Bill Bachrach, Ken Blanchard and Stephen Covey.	Click here to listen to Ken Smith’s interview with Bill Bachrach as broadcasted on Successful Investing Radio.

Get a Free Subscription to The Trusted Financial Advisor™
Order your free subscription to The Trusted Financial Advisor™, the monthly electronic newsletter (distributed via e-mail) that’s designed to help you “stay plugged in” to what’s going on at BAI. Each newsletter contains an inspiring article as well as a “Coaching Corner” and links…
[ More ]

11.17.2008
Press Release:
November Values-Based Financial Planning™ Academy 1 wraps up. BAI continues to provide top notch training & support.
[view]

10.28.08
Press Release:
Alan Parisse is the Keynote Speaker for Bachrach & Associates Inc. Values-Based Financial Planning™ Academy 1.
[view]

10.20.08
Press Release:
Bill Bachrach at FPA – Huge Success! Bill Bachrach and Mark Little were at the FPA Annual Conference in Boston, October 4-7, 2008.
[view]

10.13.08
Press Release:
Highlights from Bill Bachrach’s article: "In Trouble, Push On" was published in the Practice Tips section of the October 2008 Issue of Financial Planning Magazine.
[view]

09.15.08
Press Release:
BAI Ropes Course – Huge Sucess!
20 BAI Advisors braved and
conquered the Ropes Course
prior to the September 2008 Academy.
[view]
[view photos]

09.05.08
Press Release:
Bill Bachrach Co-Authors New Book with Stephen Covey and Ken Blanchard
[view]

08.08.08
Press Release
Press Release: BAI Announces the Mastery Series™ 3
[view]

08.08.08
Press Release
Press Release: BAI Announces the Leadership Series™ 1
[view]

08.08.08
Press Release
Press Release: BAI Announces New VBQOL Newsletter Pricing.
[view]

03.15.08
BAI Announces New Webinar Series
Bachrach & Associates, Inc. (BAI), a San Diego-based firm that provides professional development programs to the financial services industry, recently announced a series of webinars designed to help financial advisors improve their business performance. The series, entitled "The Financial Case for Building a Smart Values-Based Financial Planning™ Business," was developed by Les Lyons, Vice President of Operations for BAI.
[ More ]