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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.
Extra Phones

Fax: (858) 558-0748

TollFree: (800) 347-3707

Location
Rio Vista Tower
Category

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Details

Phone: (619) 255-4888

Address: 8880 Rio San Diego Dr, San Diego, CA 92108

Website: https://billbachrach.com

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