More Clients, Referrals, & Revenue

The 3 Step Plan Master Class

Click the link below, to access the training:

In this training, you will learn:

• The #1 secret of top producers
• The best strategy to attract ideal clients
• Three critical elements of a winning plan
• The secret to effectively implement your plan
• The biggest determinant of success
(master this and you will become unstoppable)

author at Huffington Post
advisor to top advisors at Merrill Lynch
presenter at Ambrose University
Speaker at Investors Group APEX Summit
presenter at Arizona State University
Advisor to LPL advisors
advisor to Morgan Stanley top advisors
advisor to ameriprise financial advisors

*A sample of firm affiliations, clients, and publications.

There are two categories of advisors and consultants who can benefit from this training. The first is successful and
wants to get to the next level. The second is struggling and wants to improve their results.

In addition, this Insider Master Class, will show you:

  • The exact process you need to achieve your result
  • The millionaire secret to getting it all done
  • The best Lead generation strategies to attract your ideal client
  • What you must do do stay on course (without this it’s impossible to succeed)

Here are a sample of the benefits from implementing The 3 Step Plan training:

Revenue up 30%


“Revenue Up 30% For the Year… the millionaire insider academy resultsSince implementing the materials, I am having my best year yet and am up 30%. I just closed two million dollar polices and have also lost weight!”
Kate C., Ameritas Financial

Revenue Increase


“My $100,000 Annual Revenue Was This Month’s Revenue...
Michael C Millionaire Insider Academy ResultsOnce I was able to change my mindset, believe it was possible & put my attention to focusing on my ideal client, I was able to hit my first $100,000 revenue month.”
-Michael C., Lincoln Financial Group

More Revenue


"Back-to-Back Months of $30,000 Revenue... Theresa S. pma360 resultsSince joining The Millionaire Insider™ Academy, I had my first back-to-back $30,000 months of revenue and now am on track to my first $100,000 month. I have created my plan and schedule and it's working!"
-Theresa S., LPL Financial Group

More Ideal Clients


"Increased my Referrals by 1025% & income 20%... the millionaire insider academy resultsAfter creating my Formula and plan, warm introductions became forefront! I increased my referrals by 1025% (my goal was 1000%) and revenue by 20% and then the following year I increased my referrals by 1220%!”
-Mike L., Investor's Group

More Revenue


“Thank you, I Had My Best Year Yet With $414,000 In Annual Revenue...
Kim M MillionaireSeries.comAfter implementing this material, I just had my best year ever making $414,000! I love the information and am inspired when I listen to Annette speak. She really “gets it.”
-Kim M., Wells Fargo
Learn how to attract more ideal clients, grow your referrals,
and increase your revenue in three simple steps.
Save My Seat

About Presenter

Annette Bau (bah hoo), CFP®, is the founder of MillionaireSeries.com™, and The Millionaire Insider Academy™, one of the most successful masterminds in the world. As an advisor for over 30 years to the top 1-2% of millionaires, she has become known as The Millionaire Insider™ as well as one of the leading experts on how to attract, close, and retain affluent clients. Her mission is to help you win in business, life, and with money.