AdvisorMarketingPractices.com provides advisors, agents, financial planners, consultants and independent professionals instant access to resources, ideas, insight, and strategies to grow your advisory business and bottom line.

A sample of resources includes:

Programs & Products

Marketing to the Affluent

Marketing to Affluent Women
Specifically Working with Women, including Affluent Women Overview, the Marketing Guide Affluent Women, the Life Transition Training Feeder Workshop Success and Affluent Coaching & Training. For our free marketing to women newsletter or to learn about our products designed to help you better market to, work with and serve affluent women, go to Affluent Women Insight. If you are a financial advisor who completes financial plans for your clients and want to work with affluent women, go to Life Transition Institute.com.

Creating Your Million Dollar Marketing System
This system includes key components for Creating a Million Dollar Business & Life, Developing Your Blueprint for Success, Tapping into a Niche Market, Developing a One Page Marketing Plan, Creating Your Ultimate Lead Generation Machine, Implementing a Follow up Strategy that Guarantees Results, and Leveraging Your Success with Reciprocal, Referral Partners. For instant access go to Million Dollar Marketing System.com. To attend a free marketing webinar go to MDMS Webinar.

Automating Your Follow up
Our follow up strategies include both online as well as offline. We combine e-mail, postcard, card and direct mail in our marketing campaigns. Our automated custom campaigns target individual niches and get results. To access our third party strategic partners for online and offline referral, email, follow up or relationship marketing go to AMP Recommends.

Advisor Marketing Practices Products
Our products are uniquely designed to help advisors, consultants, agents, brokers, independent professionals and professionals elevate their business and life and increase their retention, referrals and repeat business. For a complete listing of our practice management, prospecting, marketing, sales, affluent and women products designed to get you immediate results. Go to AMP Products.

Advisor Marketing through Seminars and Workshops
Our twenty plus years of experience includes extensive knowledge on workshop and seminar marketing. Our signature product includes workshops designed to leverage your time and expertise so you can attract all of the clients you desire. We teach you how to conduct “Feeder Workshops” with your strategic reciprocal referral partners. We also provide insight to the most effective workshops so you can spend your time in front of your ideal prospects and clients. For instant access go to Feeder Workshop Success.

Annette Bau Speaking
Annette Bau is a nationally recognized author, speaker, consultant and entrepreneur. One of the nation’s leading authorities on increasing retention, referrals, repeat business and success with the affluent, including affluent women. She has over 20 years of extensive hands on experience advising and working with high net worth clients.

During her career, Annette has presented to 100,000′s of advisors, small business owners and independent professionals. A partial list of her live presentations includes NAIFA National Convention, various state NAIFA conventions, the Society of Financial Services Professionals, Genworth Wealth Management, Graduate School of Banking, WIFS, Financial Network Investment Corporation. She has also consulted with various investment firms and advisory firms. Her real world experience combined with her entertaining presentations combine to provide a mix that gets results for advisors and their firms. For more information or to book Annette for your next convention or meeting, go to Annette Bau Speaking.

Client List
Annette Bau has presented and spoken to 100,000′s of advisors, small business owners and independent professionals in her 20 year career. Topics include marketing strategies, selling, practice management, affluent women insight, wealth, financial planning, estate planning, life planning, millionaire insight and much more. To access a partial list of groups we have spoken to go to Client List.

AMP Recommends
Over the years we have identified resources and tools that have been instrumental in propelling advisors, consultants and independent professionals business to the next level. To access the tools and vendors that can help you and your business get to the next level go to AMP Recommends.

Annette Bau in the Media
Annette is a frequent on TV and radio. She talks on topics from budgeting, the economy, financial planning, and much more. To access and listen to the insight she shares, go to In the Media.

Defining Millionaire Moments
Annette has spent her entire life researching, studying and advising millionaires. In her monthly interviews of multi-millionaires published in “Defining Millionaire Moments Audio Series” she gives you unprecedented access to strategies, insights and techniques of Millionaires so you don’t have to learn the hard way. Whether you desire to become a multi-millionaire or work with them, these interviews provide the solution. To access these interviews go to Defining Millionaire Moments.

Millionaire Insights
Insight and research from over 30 years of studying and researching millionaires is contained in The 7 Principles of Becoming a Millionaire for Life. This eBook represents insight to creating a life with significant wealth, excellent health, great relationships and peace of mind. For instance access to the eBook go to 7 Principles eBook or Bootcamp go to 7 Principles Bootcamp.

Annette Bau Speaker One Sheet
For access to Annette Bau’s speaker one sheet including a biography, testimonials, and her most popular topics go to Speaker One Sheet.