Bachrach & Associates, Inc. : Services : Corporate Training & Development






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We offer a comprehensive Corporate Training and Development Program designed to assist Financial Services organizations with effecting cultural change. Many firms have recognized the value of differentiating their services from the average industry performer by creating a High-Trust Leadership™ environment within their organization to support their Financial Professionals’ implementation of the principles of Values-Based Financial Planning™ with their Clients. Additionally, regulatory pressure and expanding client expectations are beginning to awaken companies to the need to migrate away from a product-driven, sales-centric approach … to the more sophisticated high-trust, client-centric approach championed by BAI.

Our Corporate Training and Development Program begins at the top; with High-Trust Leadership™ development for senior leadership and the field leadership team. Next, we provide Values-Based Financial Planning™ development for the field team of the organization (either through Custom Academies or through our standard Academy offerings). Preferred pricing programs are also offered to Corporate Partners with respect to our Programs, Resources and Services.

SRM CD Program - for Broker/Dealers and Vendors serving the Financial Services industry (pin number required)

For additional information, please have a senior executive of your firm (or region) contact BAI (800-347-3707), to determine whether our Corporate Training and Development Program is appropriate for your firm.