Speaker One Sheet | Financial Advisor Marketing, Financial Advisor Business Plan

nnette Bau, Certified Financial Planner®, is the Managing Member of an Investment Advisory Firm. As a successful financial planner for over 20 years, she has worked extensively with affluent women business owners.

She is the founder of the MillionDollarMarketingPractices.com, AdvisorMarketingPractices.com, MillionaireSeries.com and the primary host of Defining Millionaire Moments (an audio program interviewing millionaires throughout the world).

Annette is a top columnist for various financial publications and has been featured in Advisor Today, InsuranceNewsNet, and ProducersWEB to name a few. She has authored The Marketing Guide for Affluent Women: How to Work With and Market To Affluent Women, The Million Dollar Marketing System, and The 7 Principles of Becoming a Millionaire for Life: Powerful Lessons to Become Wealthy, Healthy and Happy.

She is a past Faculty Member at the Graduate School of Banking in Madison, Wisconsin and has spoken to hundreds of professional groups and companies including NAIFA, The Society of Financial Service Professionals, Genworth Wealth Management, Realty Executives, Top Producers, John Hall's Annual Convention and REMAX Top Producers. Annette holds a Bachelor of Science degree in Finance from Arizona State University.

“Annette Bau has the Key to Cracking the Code for Advisors on How to Work With and Market to Affluent Women.”
~Don Wilkinson; Advisor to Affluent Clients

“I Highly Recommend Her Programs! Annette Bau’s programs have helped hundreds of advisors! I recommend her programs to anyone looking to take their business to the next level.”
~Michael Beck; Michael Beck International

“Practical, Organized Material that YOU can Immediately Implement! Annette always delivers great material that you can use immediately. I just love that it is practical, organized and easy to implement.”
~Linda Jensen, CLU, ChFC LUTCF; LPL Financial Services

2233 W. Baseline Rd., Ste. 103 • Tempe, AZ 85283
P.O. BOX 13728 • Tempe, AZ 85284
T (602) 956-7171 F (602) 508-9492
questions@MillionaireSeries.com



Business Success Strategies Get Rich in a Niche Market Learn how to identify the best niche market for you and dominate that market with the AskLearnRiches™ questionnaire system. Grow Your Business Working With Affluent Women Learn what you need to know to work successfully with affluent women, increase your retention when a spouse dies, and increase your referrals. Gain over 20 years of research and secrets you need to know to work in this lucrative niche market. Bridging the Referral Gap: The Secret to Creating an Automated, Endless Stream of Referrals Learn the proven strategies that can help anyone grow their business with a consistent flow of qualified referrals. The 3 “Rs” of Marketing: Reciprocal Referral Relationship Partnerships Learn proven strategies to increase and grow your business through referrals from other professionals such as CPAs, attorneys, psychologists, realtors, and more. The One-Page Marketing Plan Create a strategic and tactical one page marketing plan to ensure your success. This course will provide you with a plan you can easily implement and that can propel you to the next level. Create Your Million Dollar Marketing System Learn how to create a comprehensive marketing strategy by identifying a niche market, conducting research, generating a consistent flow of qualified prospect, automating your follow-up and creating a community of reciprocal referral partners. Double Your Sales Jump start your business & bottom line with sales & marketing strategies that get results. Learn easy strategies that allow you to create a consistent stream of qualified prospects, referrals and repeat business immediately. The Power of Relationship Marketing Top producers understand that while "Return on Investment" is important, of equal or great importance is the "Return on Relationship." Learn simple strategies you can implement today to increase your bottom line and grow your business. Wealth-Building Strategies The 7 Divine Wealth Principles: Secrets to Manifesting Abundance and Creating the Life of Your Dreams No matter where you are starting, Annette can teach you proven techniques to manifest abundance and create the life of your dreams - personally and professionally. Multi-Millionaire Blueprints: How One Choice Can Change Your Life Forever Annette has advised and interviewed hundreds of multi-millionaires to discover how they think and act to achieve success. Let her share their strategies and insights with your group. Life Transition Planning Surviving a Life Transition such as Death or Divorce Learn the strategies you need to become a specialist in life transition planning. Annette will share her 20-plus years of research and information contained in her LifeT Series Training Program and her book, If Only I Had Known... What YOU Need to Do NOW to Avoid Devastating Financial Mistakes Surrounding a Life Transition such as a Death or Divorce, which covers the emotional and financial aspects before, during, and after a life transition.

www.AnnetteBauSpeaks.com 2233 W. Baseline Rd., Ste. 103 • Tempe, AZ 85283 P.O. BOX 13728 • Tempe, AZ 85284 T (602) 956-7171 F (602) 508-9492 questions@MillionaireSeries.com ©2010 MillionaireSeries.com