FREE GUIDE

The 5 Steps to More Insurance &
Financial Product Sales

(Without being salesy, awkward or pushy)




You will also get our millionaire insider insights each week.
If you don’t find value, you can stop with one click.


Advisor to LPL advisors
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

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

 

In this guide, you will learn:

• The one strategy that can double your appointments
• The first most critical (and often overlooked) strategy
• The best elevator speech to engage your prospect
• The one thing that makes getting leads and sales easy
• The one thing top producers do (and you can too)
• What top producers do to attract clients (vs. chase them)

 

The selling strategy guide you need to master your scripts so you can make more sales

Get The Guide


Annette Bau founder About Author

Annette Bau (bah hoo), CFP®, has helped over 10,000 advisors, consultants, and entrepreneurs attract, cultivate, and retain ideal, affluent clients. She is a Certified Financial Planner™ and founder of The Millionaire Insider™ Academy and MillionaireSeries.com™. Our mission is to provide you the insider secrets you need to build a profitable business and create a financially free life you love.