Annette M. Bau, a Certified Financial Planner (CFP)® practitioner, is the managing member of an investment advisory firm. Annette has been a financial planner for over 20 years, working extensively with business owners and affluent women.

 

She is the founder of MillionaireSeries.com, MillionDollarMarketingPractices.com, The Life Transition Institute, LifeTLC.org and AdvisorMarketingPractices.com. She is also the primary host of Defining Millionaire Moments; How One Choice Can Change Your Life Forever, a series of audio interviews with millionaires around the world.

 

Annette's expertise is in the area of marketing to and working with the affluent, with special emphasis on niche markets, client retention, and referrals through relationship marketing. She also is an expert on wealth including the psychological aspects of goal achievement.

 

Her marketing company has seen phenomenal growth over the last few years, as advisors have come to recognize the need to educate themselves about serving and retaining their affluent and female clients.

 

Listed in Who's Who of Finance and Industry and Who's Who of American Women, Annette has been featured in various industry publications, including Advisor Today, InsuranceNewsNet Magazine, AdvisorBiz.com and ProducersWEB.com. She has authored several marketing books and audio programs, including:

●    The Marketing Guide for Affluent Women: How to Work With and Market To Affluent Women (www.MarketingGuideForAffluentWomen.com)

●    The Million Dollar Marketing System (www.MillionDollarMarketingSystem.com)

●   The 7 Principles of Becoming a Millionaire for Life: Powerful Lessons to Create Wealth, Health, and Happiness

●    If Only I Had Known: What You Need to do Now to Avoid Devastating Financial Mistakes

●   Complete listing at http://milliondollarmarketingpractices.com/products

 

Annette is currently a member of the International Board of Standards and Practices for Certified Financial Planners and the Financial Planning Association. She is also a founder and charter member of Arizona Women in International Trade‑Thunderbird, a past board member of the Phoenix Executive Committee for the Women's Opportunity Fund, and a former Trustee of the Arizona's Children Foundation.

 

Annette is a past Faculty Member at the Graduate School of Banking in Madison, Wisconsin. As a CTM through Toastmasters and a member of the National Speakers Association, she has spoken to hundreds of professional groups, companies, and top producer meetings, including NAIFA, The Society of Financial Service Professionals, Genworth Wealth Management, Realty Executives, John Hall, and REMAX Top Producers, to mention a few.

 

In 2008, she won the Alex Mandossian's & T Harv Eker Mega Veteran Teleseminar Challenge, where she was selected as the best teleseminar presenter from candidates throughout the world.

 

Annette earned a Bachelor of Science in Finance from Arizona State University, where she became a lifetime member of the Golden Key National Honor Society. She is married and has three children.