General Info

Bachrach and Associates is a trust training firm providing value-based financial planning. Its process assists financial advisors build high-trust client relationships. The firm offers methodologies to enhance client-relationship models, and provides various resources, including licensing and train the trainer opportunities. The Values-Based Financial Planning Academy of the firm offers a three-day intensive training program to bring its clients to the next level in the value-based selling process, and also provides self-study learning resources to help master the process. The company also provides various learning tools, and organizes several workshops and seminars. Bachrach and Associates is located in San Diego.