| Presenters |
Bill Bachrach's thinking, speaking, coaching, and training have made him one of the most popular resources in the world for successful financial advisers who seek to be at the top of our profession in terms of client service, business success, and personal quality of life. His books are industry best-sellers and his articles appear in the most prestigious financial services publications around the world. He has delivered well over 1,000 presentations for almost every major financial services firm and association, including 9 at the FPA's National Convention, 5 times at Million Dollar Roundtable, 3 times for Top of the Table, and keynoted many of the major international industry conferences.
He is a member of 2 Halls of Fame: Financial Planning Magazine's Hall of Fame as one of our industries most influential people, and the National Speakers Association's Hall of Fame in recognition of a career of speaking excellence.
Jim Stackpool
Founder & Managing Director, Strategic Consulting and Training
Jim Stackpool founded SCAT in 1993 after three years lecturing and consulting with the Financial Management Research Centre at the
Jim is passionate about helping advisers build the most valuable advice businesses in the world. Jim achieves this through a team of industry experts and international alliances delivering consulting, training and research. This includes:
- Wobble Theory® – a business model to guide owners of advice firms through the six stages of development from infancy to maturity;
- Dashboard® - the largest research base of financial performance benchmarks for advice firms; and
- Cultivating Advice® – an advice development forum consisting of 125 Australian firms.
In 2009 Jim published his first book What Price Advice in reponse to the years of pricing consulting SCAT has provided. SCAT is Australia's premier consulting firm as to how to price advice without reliance on hourly charging or product based fee or commission pricing.
Jim is well known and respected in the financial planning industry in Australia
