Values-Based Financial Planning book

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This informative and well-written book will help you build a financial strategy, starting with your own unique values—what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals.

 

  • Online: $30.00

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Bill Bachrach’s thinking, writing, speaking, coaching, and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top of our profession in terms of client service, business success, and personal quality of life. His books are industry best-sellers and his articles appear in the most prestigious financial services publications around the world. He has delivered well over 1,000 presentations worldwide for almost every major financial services firm and association, including 5 times for the Million Dollar Roundtable and 4 times for Top of the Table. He is a member of 2 Halls of Fame: Financial Planning Magazine’s Hall of Fame and the National Speakers Association’s Hall of Fame. Most importantly, what advisors learn from him produces results.