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Bill Bachrach CSP

Bill Bachrach CSP

Values-Based Financial Planning

Bill Bachrach's wide range of talents have made him one of the most popular go-to experts in the world for successful financial advisors who strive to be at the top of their profession in terms of client service, business success, and personal quality of life. He has written several industry best-seller books, including Values-Based Financial Planning, High-Trust Leadership, and It's All About Them, and his articles have been published in some of the most reputable financial services publications ...
 

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Bio

Full Bio

Bill Bachrach’s wide range of talents have made him one of the most popular go-to experts in the world for successful financial advisors who strive to be at the top of their profession in terms of client service, business success, and personal quality of life.

He has written several industry best-seller books, including Values-Based Financial Planning, High-Trust Leadership, and It’s All About Them, and his articles have been published in some of the most reputable financial services publications around the world.

Bill has served as keynote speaker for major international industry conferences and delivered thousands of presentations worldwide for major financial services firms and associations including: FPA National Convention, Million Dollar Roundtable and Top of the Table.

Bill has earned a spot in Financial Planning magazine’s Hall of Fame where he is deemed as one of the industry’s most influential people and the National Speakers Association Hall of Fame for a career of speaking excellence.

What financial advisors receive from Bill produces long-term results; Results measured by a greater financial service experience for clients and a more rewarding business experience for the advisor. Financial advisors from around the world travel to work with Bill Bachrach and his team of expert faculty and Accountability Coaches to implement the Values-Based Financial Planning Turn-Key Business Model.

On a personal level, Bill successfully completed the Hawaii Ironman Triathlon, noted as the toughest, single-day athletic event in the world. He shares this and other unique life experiences to captivate and inspire audiences at his speaking and training programs.

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Topics

Topics

An Introduction to Values-Based Financial Planning™: the Art of Creating an Inspiring Financial Plan
The Roadmap to Success: Speaking the Language of Trust
High-Trust Leadership™: A Proven System for Developing an Organization of High Performance Financial Professionals

Videos

Videos

Bill Bachrach, CSP, CPAE
Bill Bachrach, CSP, CPAE -Demo Video

Books

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News

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CLIENT TESTIMONIALS

The American Psychological Association was thrilled to have Dr. Antonia Novello as our speaker for the 2024 APA Convention. Dr. Novello was fantastic, and her presentation was a tremendous success. Thank you, Peter, for all your hard work in making this event such a resounding success.

American Psychological Association

For our annual Native American Heritage Month celebration, PDA Group arranged for John Echohawk to join us for a virtual moderated discussion. The program was thoughtful, engaging, and highly impactful for our audience of lawyers and professional staff. We are grateful for their partnership and look forward to working with them again.

Debevoise & Plimpton LLP

We have partnered with PDA Group on multiple successful events, including our charity luncheon with Lisa Edelstein and our Women’s Philanthropy Kickoff Event featuring Allegra Goodman. Their professionalism, expertise, and commitment to excellence make them an outstanding partner. Thank you for your exceptional work and continued support.

UJA-Federation

We have received so much fantastic feedback following our virtual event. It was an absolute success, and Sylvia Fowles was excellent. Thank you again to Sylvia and the entire team for your partnership!”

U.S. Bank

Kurt Warner was spectacular—he completely wowed the audience and solidified major leadership points. He was an amazing partner, and we will be talking about this experience for years to come. We will definitely leverage the PDA team for all of our speaking needs!”

Sysco Corporation

The events over the past two years went very well — everyone had a great time with Dr. Mark Esper in 2025, and Sam Hinkie led a very engaging Q&A with our Principal, Jean Reynolds, in 2024. Thank you for working with us these last two years; your support has been instrumental to the success of our programs!

Investcorp Strategic Capital Group

It was an absolute privilege to have Dr. Sanjay Gupta as our keynote speaker for the 2026 GME Leadership Conference. He delivered an outstanding address that resonated deeply and left a lasting impression on everyone in the room. The entire planning process was seamless and collaborative. It was a pleasure working together, brainstorming suggestions, and ultimately selecting the perfect fit for our event. We couldn’t have asked for a better experience.

HCA Healthcare

We had a fantastic day with Inge! She was very engaging with all those that attended. Her personal stories about the holocaust were very special and we were moved that she was willing to share them with everyone. Thank you again, PDA for all your hard work and dedication to make this program such a success!

Salt Lake Community College

It was a great pleasure to work with PDA Group! The communication was always prompt, friendly and helpful. We loved the speakers and events we booked through Mr. Peter Walker (PDA Group).

Western Michigan University

On behalf of myself and my organization Entertainment Unlimited the Campus Programming Board of Ferris State University, we thank you PDA and Dan for a successful event!! Dan was magnificent! Students really enjoyed the presentation. I know I did. Can’t wait to bring in more programs with PDA Group.

Ferris State University

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