Products & Programs

Million Dollar Marketing System

Million Dollar Marketing System

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Attention! — Here’s the proven Marketing System for Advisors, Agents, Brokers, and Independent Professionals who want… a road map to Create an Advisor Marketing Plan & Attract More Affluent Clients, Grow their Advisory Business, and Increase their Bottom Line without Struggling or Working Harder!

Feeder Workshop Success

Feeder Workshop Success

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The Feeder Workshop Success is the ultimate lead generation machine for marketing to women. This Affluent Women program is a step by step guide for conducting the 3 most popular feeder workshops, which include:

  • Community Feeders
  • Community Event Feeders
  • Lunch -n- Learn Feeders
Million Dollar Relationship, Referral and Follow up System

Million Dollar Relationship, Referral and Follow up System

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The Million Dollar Relationship, Referral and Follow up System is designed to generate affluent client leads, get quality affluent referrals and automate your financial advisor marketing follow up and follow through. This is one of the most important advisory marketing tools you can use in your practice.

Million Dollar Forms and Questionnaires

Million Dollar Forms and Questionnaires

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The Financial Advisor Marketing Forms & Questionnaire provides you access to materials you need to implement your financial advisor marketing plan. Advisor Marketing forms including the AskLearnRiches™, advisor coaching forms to help you grow your advisory business, as well as financial advisory sample disclosure forms that you can begin using in your financial advisory business immediately.

Grow Your Business Working With Affluent Women

Grow Your Business Working With Affluent Women

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Learn the Secrets to Working with Affluent Women. The Grow Your Business Working with Affluent Women course provides the details of what you must include in your financial advisor marketing plan to tap into the affluent women niche market. You will also learn what you must do as a financial advisor to ensure you don’t get fired when the their husband dies. Grow Your Business Working with Affluent Women provides an overview for working with and marketing to affluent women. You will learn the three types of affluent women, where to find women, how to market to them, as well as what not to do. If you a financial advisor and want to market to women or just ensure you are not fired Grow Your Business Working with Affluent Women is the place to start.

The Marketing Guide for Affluent Women

The Marketing Guide for Affluent Women

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The Marketing Guide for Affluent Women is for financial advisors and consultants who want to learn how to successfully work with and market to Affluent Women. This eight course program provides a road map from a-to-z for tapping into the affluent women niche and provides in-depth audios and transcripts. This financial advisor marketing courses include: Create Your Financial Advisor Marketing Foundation, Develop Your Blueprint for Success, Choose the Best Affluent Niche, Opportunities for Working the Affluent Women, Choose with Which Affluent Women’s Market to Work, Create Your Ideal Affluent Client Profile, Create Your Million Dollar Financial Advisor Marketing Database.
Also receive Grow Your Business Working with Affluent Women for free!

Affluent Training Community

Affluent Training Community

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The Affluent Training Community provides access to our Mastermind Training center with advisor marketing training and audios designed to help you better work with and market to Affluent Clients. When you purchase this program it allows you to access our continual Mastermind & Affluent Monthly Group Coaching calls where we teach specific advisor marketing strategies and also provides a live question & answer session. This program is a must for any advisor wanting to successfully grow their business. Best of all you cancel at any time.

Affluent Monthly Training & Coaching

Affluent Monthly Training & Coaching

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Join Annette Bau each month as she provides an advisor and financial advisor marketing group coaching & Mastermind program designed for advisors, consultants and financial advisors who want to serve the Affluent Market. These calls include a training followed by a Q&A. Our advisor marketing programs are designed to provide you access to the information you need to market to and work with the affluent without an expensive cost of one on one coaching so you can become a top financial advisor.

LifeT Series Training

LifeT Series Training

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The LifeT Series Training Institute’s mission is to educate, train, and assist Financial Advisors, who complete financial plans for a fee, are willing to educate Affluent Women creating a life and financial plan, are committed to serving and advising Affluent Women facing a life transition, such as a death, divorce or other major life change.

LifeT Series Feeder Workshops Success

LifeT Series Feeder Workshops Success

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The LifeT Series Feeder Workshop Success program is available only for financial advisors enrolled in our LifeT Series Training Participants. In addition to receiving in-debt technical training you also receive complete outlines, audio training and forms for two of our most popular feeder workshops “The 7 Keys to Financial Freedom” & “If Only I had Known… “ you will also receive the financial advisor marketing ultimate lead generation machine for conducting the most common types of feeder workshops. This financial advisor marketing prospecting program is a step by step guide for conducting the three most popular advisor marketing feeder workshops, including:

  • Community Event Feeder
  • Community Feeders
  • Lunch -n- Learn Feeders

LifeT Series Workshop Marketing Guide for Affluent Women

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The LifeT Series Workshop Marketing Guide for Affluent Women financial advisor marketing program is a nine course guide designed to increase your effectiveness working with affluent women and couples through advisor workshop marketing. This program is only available to our LifeT Series Training Participants.

The 7 Principles of Becoming a Millionaire for Life

The 7 Principles of Becoming a Millionaire for Life

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Are you at a plateau with your career, income, or net worth? Would you like to know the simple secrets to create significant wealth, excellent health, great relationships, and peace of mind in your life? This book will teach you how to identify and eliminate barriers so you too can become a Millionaire for Life™.

This book will teach you the time-tested principles you need to know to achieve phenomenal success. This book provides a guide for you to learn how to increase and sustain your income and net worth! Imagine how wonderful your life will be, in one year, if you start today. First month of Defining Millionaire Moments free with book purchase!

Millionaire For Life Bootcamp

Millionaire For Life Bootcamp

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Would like additional support and guidance to implement The 7 Principles of Becoming a Millionaire for Life? Would you like a step by step course that takes you to the next level of achieving your goals? This course was designed to assist you in your journey to creating a phenomenal life!

Defining Millionaire Moments

Defining Millionaire Moments

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Have you ever wondered how people become wealthy? Would you like to learn the short cuts to become a millionaire and avoid the mistakes? This monthly audio program provides you answers to these and many more questions so you can get on the fast track to becoming a millionaire.

You can upgrade this package right now for just $10. Get Annette Bau’s commentary, implementation of the ideas, and best take aways. Now you can listen to the interview *and* get action steps to put these ideas into practice now.