Studies prove that competence skyrockets from a 1 to a 10
right after effective training. Shortly after the training,
your competence will drop back to a 2 or 3 without
continuous reinforcement and additional training.
For continued success with Affluent Clients & Women, use my valuable monthly coaching plan to:
or read on to see examples of the topics we cover on our calls…
My name is Annette Bau. I'm a CFP™ practitioner and have been a financial planner for more than 22 years. For the last five years, I've consulted and worked with advisors to help them tap into the Affluent market niche including the affluent women niche.
My articles are published in numerous magazines including some of the largest online financial services magazine. My materials and articles have been read by tens of thousands of advisors throughout the world.
I've field-tested hundreds of strategies, and share with you the ones that have produced the best results. My training is not theory…It has been proven in the trenches, by me personally!
“Annette always delivers great material that you can use immediately. I just love that it is practical, organized, and easy to implement. She breaks down the concepts that you need to be successful and gives me materials that get my business to the next level. Annette keeps me motivated to move forward and gives me the tools that I need!”
“The women's training that you've done has been fantastic. As a male working with females, your insights have allowed me to really bond with my female clients in a way that they feel very comfortable and have peace of mind with their finances.”
“After completing the first training class I scheduled a client and guest 'Lunch and Learn' with a mortgage professional to talk about changes in the mortgage arena since the subprime blowup and credit scores as a change from the regular market update program. My clients and guests loved it!
The next day one of the guests called me to ask me to conduct both a morning and afternoon breakout session at a yearly, day long Chamber of Commerce event that is attended by affluent and successful business women and culminates in awards for the year's highest achievers.”
I am so glad that I took this training and took action!”
“Thanks! This was great practical information on how to reach this affluent market. I have had an interest for some time in developing this niche but needed a more practical 'how to' approach. You certainly provided that and I appreciate it!”
This one-of-a-kind training is a great value at $67 a month, but you can subscribe for just $47 per month or an individual or $97 per month for an office (up to 5 producers) through this exclusive online offer!
Get access to our Affluent Training Community where you can access training and educational audios and information to propel your business to the next level. If you are serious about working with affluent clients, joining this community is a must. You can cancel the monthly group coaching at any time.
“I am enjoying your Affluent Women Training. You convey a holistic approach that looks at the overall picture for women. It educates and provides valuable tools, and gets women involved with their advisor to improve their financial and life situation, both now and in the future. I highly recommend the training for advisors that want to provide quality education to help women!”
“I spend nearly every day researching marketing insights in order to develop strategy to garner the affluent women's market for our financial services firm. Today, I ran across Annette's series of articles on how to 'Find Success with Affluent Women.' I am incredibly impressed with the specific knowledge you have of this market from 20 years of professional experience. Your insights as a financial services professional combined with diligent marketing research and tips are invaluable. You have managed to synthesize years of relevant research and present it in a way that is useful, compelling and clear. I wish I had found this sooner, but better late than never.”