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47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I) episode artwork

EPISODE · Mar 29, 2022 · 1H 38M

47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)

from The Human Side of Money · host Brendan Frazier

When Bill Bachrach started his career as a financial advisor, he was in his mid-20’s trying to convince wealthy people in their 50’s, 60’s, and 70’s to leave their current advisor and entrust him with their life savings. He knew he needed to do something different that would stand out and inspire his prospective clients. … Read More Read More

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47: Crafting A Values-Driven Process To Attract and Acquire Ideal Clients with Bill Bachrach (Part I)

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This episode is 1 hour and 38 minutes long.

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This episode was published on March 29, 2022.

What is this episode about?

When Bill Bachrach started his career as a financial advisor, he was in his mid-20’s trying to convince wealthy people in their 50’s, 60’s, and 70’s to leave their current advisor and entrust him with their life savings. He knew he needed to do...

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