Annette Bau, CFP^®  
Speaker ● Author ● Consultant

Annette Bau is a nationally recognized author, speaker, consultant and entrepreneur. One of the nation’s leading authorities on elevating your success personally & professionally. She has over 20 years of extensive hands on experience advising and working with high net worth clients and affluent women.

She is the founder of Million Dollar Marketing Practices.com, MillionaireSeries.com, and the Life Transition Institute.com. Her companies work with tens of thousands of advisors in over 7 countries, in almost every major investment firm and insurance company. A partial list includes Wachovia, Chase Private Wealth Management, Merrill Lynch, Morgan Stanley, Jefferson Pilot, Lincoln Financial, New York Life Insurance Co., The Principal Financial Group, Allstate, Sun Life, Aflac, AG Edwards, LPL Financial Services, Financial Network, Provident Financial, Global View Capital Advisors as well as numerous IMOs and FMOs.

Ms. Bau is the author of four books and numerous programs including the Million Dollar Marketing System, the Marketing Guide for Affluent Women, The 7 Principles of Becoming a Millionaire for Life and If Only I had Known… What YOU need to do NOW to avoid devastating Financial Mistakes. She is a regular on television and radio and has been featured in numerous articles and leading publications including GAMA International Journal, Advisors Today, InsuranceNewsNet, Insurance Media Services, Senior Market Advisor, and ProducersWEB to name a few.

During her career, Annette has presented to 100,000′s of independent professionals, advisors, small business owners and independent professionals. A partial list of her live presentations includes Graduate School of Banking, WIFS, NAIFA National Convention, various state NAIFA conventions, the Society of Financial Services Professionals, Genworth Wealth Management, Lincoln Financial Group, and Financial Network Investment Corporation. She has also consults 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 producers and their firms.

A graduate of Arizona State University with a Bachelor of Science in Finance and an emphasis in Psychology, Annette has done significant research on the psychological barriers to wealth and success. She travels extensively with her husband, Jim and their three children and her primary residence is in the metro Phoenix area.

To access Annette’s complete speaker one sheet, including a brief biography, testimonials and her most popular speaking topics go to AnnetteBauSpeaks.

For speaking details, including fees, travel from and all details to book Annette for your next speaking engagement go to Speaking Details.

To view a partial list of our clients with whom we have spoken to and consulted with, go to Client List.

To check out Annette’s videos, podcasts, ezines, interviews, publications that are designed to assist advisors and the firms that serve them go to In The Media.

To access Annette’s complete biography go the Complete Bio.

To access her mini bio go to Bio-At-A-Glance.

To view a partial list of feedback from our current and previous clients go to
Client Feedback.

To access all of Annette’s products on marketing to affluent women go to Marketing to Women.

To view Annette’s Blog go to Advisor Blog. Her articles have been read and published in blogs and publications, all over the world. Topics include Advisor Marketing- Increasing Retention, Referrals and Repeat Business through Relationship Marketing,Get Your Share of the Affluent Women Niche Market, Affirmative Goals & HVFDAs,The 7 Steps to Upgrade Clients and Double your Referrals, The Million Dollar Financial Advisor Question.