Bill Bachrach, CSP, CPAE

What it REALLY takes to succeed in this business as a speaker, author, trainer, consultant, and / or coach.

You want more, right? More money, more time, and more quality of life… maybe not in that order. You want more confidence that no matter what happens in the markets, the economy, or the world that you can still achieve your goals, yes? Of course, who doesn’t?

Ironically, you also want less… less stress, less hassle, less problems. In order to get more… and less… you need more: more speeches, more training contracts, more consulting engagements, more coaching clients, and / or more book and learning resource revenue.

The answers, more or less, may be closer than you think.

You will get 3 things:

1. Actionable ideas to more effectively harness the benefits of NSA to build a better business and be a better speaker.
2. Bill’s perspective on why most people in our business are not more successful and what to do about it.
3. Answers to your specific questions.

And… if you are not implementing what you are learning from others as well as you could be or would like to be… we’re going to address that as well.

“Your presentation was, by far, the most educational and relevant presentation I've heard with tangible takeaways
that will help me build my business.” - Jenny H; Los Angeles Chapter

Bio

Bill Bachrach CSP, CPAE is a 35-year NSA member and has been a frequent presenter at Winter Conferences - Thrive and National Conventions - Influence, usually speaking about business growth. Bill’s niche is the financial services industry and he has done pretty much everything an NSA member might want to do: speaker, author, trainer, coach, and consultant. 1,500+ speeches, best-selling books, learning systems, open enrollment workshops (live and virtual), high-end coaching programs ($240,000 tuition / person), and more.

In 2016 he pivoted and went all-in on the online membership / subscription business. AdvisorRoadmap is basically “Netflix for Financial Advisor Success Training.” More than 3,500 Financial Advisors have subscribed. Several years ago he shuttered the big office, scaled down staff, and is now fully virtual with 3 employees + himself.

Bill often says, “everything I learned about succeeding in this business I learned from NSA or from an NSA member.” Bill got his CSP in 1998, CPAE in 2009, has been a member of Speakers Roundtable since 2005, Chaired the CPAE Leadership Council, co-created the Million-Dollar Speaker group, and chaired the first meeting. He was a 2x Presidential appointee to the NSA National Board (2019 Dan Thurmon & 2020 Anna Liotta), is a current member of the National NSA Board, received the 2020  & 2023 President’s award for Distinguished Service, and led the team that created the NSA Digital Vault. He serves on the Finance Committee, the Executive Committee, and hosts the “Building a Sell-able Business” Digital Vault Series.

Bill has been married for 25 years to Anne, who helped build their business. They live in La Jolla, CA. No kids. Love animals. Only one cat at the moment, a 20-year-old Siamese Lynx Point (Samantha) who rules their lives. He’s an avid snow skier, Ironman Triathlete, road cyclist, and recently became a born-again golfer.