You Get More Clients and Increase Sales
If you want an amazing business and life you’re in the right place
If you want to attract a flow of qualified clients you’re in the right place
Here’s why:
If you want to achieve your goals and become a successful advisor you must learn how to play the game:
Your Inner Game * Your Game Plan * Your Outer Game
If you want to attract more of your ideal clients you need the proven, in-the-trenches strategies that get results.
How do you find your ideals clients and then get them to say, “Yes”?
I’ll teach you how to win the game, break through your barriers, find and attract your ideal clients and convert them!
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Advisor Marketing Practices
“Best Month Ever after only 3 months of applying MillionDollarMarketingSystem material!” – Mike Nitchen
“Thank you, I am on track to doubling my income!”- Todd Kelly
“Practical, Organized Material that YOU Can Implement Immediately.” – Linda J.
“I Found the Perfect Niche Market, I’m getting million dollar referrals!” – Joel Beyer
“Annette Bau has the Key to Cracking the Code for Training Advisors on How to Work With and
Market to Affluent Women.” – Don Wilkinson
I Highly Recommend Your Training for Advisors!” – Kim Dieska
“Incredible Material!” – Annette Petzel
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Annette Bau, CFP®
Advisor Marketing Practices was founded by Annette Bau, CFP®, a Certified Financial Planner practitioner and the author of numerous products and four books including 101 Insider Secrets for Marketing to Affluent Women; The 7 Principles of Becoming a Millionaire for Life; If Only I had Known…What You Need to do Now to Avoid Devastating Financial Mistakes; The Million Dollar Marketing System; Marketing Guide for Affluent Women to name a few.
She has been a top producer for over 20 years. Her expertise includes extensive estate and retirement planning for business owners and widows and divorcees. She earned a Bachelor of Science degree in Finance from Arizona State University, where she became a lifetime member of the Golden Key National Honor Society. She is listed in Who’s Who of Finance and Industry and Who’s Who of American Women. She is a member of the International Board of Standards and Practices for Certified Financial Planners(tm), and a member of the Financial Planning Association.
Having spent the last two decades advising and consulting with small business owners and affluent women, she is considered one of the foremost authorities on marketing, practice management, lead generation, selling and working with high net worth clients.
During her career, Annette has presented to and consulted with 10,000′s of small business owners, independent service professionals and advisors. A partial list of her live & webinar presentations includes the Financial Planning Association, NAIFA, the Society of Financial Services Professionals, Genworth Wealth Management, Graduate School of Banking, WIFS (Women In Financial Services), and Financial Network Investment Corporation.
Annette also is a founder and charter member of Arizona Women in International Trade-Thunderbird. She is a past board member of the Phoenix Executive Committee for the Women’s Opportunity Fund. Annette is a past Faculty Member at the Graduate School of Banking in Madison, Wisconsin and a Trustee of the Arizona’s Children Foundation.
She lives between Phoenix and Flagstaff, Arizona, is happily married and has three amazing children.
Here is a partial listing of publications and appearances:




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