the 3 Step Plan training

How To Attract More Clients, Make More Impact, and Get More Results

When you register, you will also get The Business Plan template.

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

A sample of firm affiliations, clients, and publications.

 

In this masterclass, you will learn:

• The one thing you must never do
• The 5 different types of affluent women
• Where to find your ideal client
• Which type of woman you will be most successful serving

You will also get The 3 Steps To More Sales template to integrate the training!

 

Benefits of The 3 Step Plan

Revenue up 30%

the millionaire insider academy results

“Best Revenue Year…
Since 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

Michael C results PMA360 Performance Mastermind

“My $100,000 Annual Revenue Was This Month’s Revenue…
Once 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

Theresa S. pma360 results

“Back-to-Back Months of $30,000 Revenue...
Since 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

 
Learn how to attract more ideal clients, grow your referrals,
and increase your revenue in three simple steps.
Save My Seat

about annette bauAbout Founder

Annette Bau (bah hoo), CFP® is a Certified Financial Planner™, founder of The Millionaire Insider®, and host of the Wealth Inside and Out™ Podcast. She has helped 10,000's of advisors, and coaches grow their businesses and serve affluent clients. She has been an advisor and researcher to the top 1-2% of millionaires for over 35 years. Our mission is to provide you with the insight and tools you need to create a financially free life you love. Click here to get started.