The Marketing Plan

How to Create a Plan so you Can Attract More Ideal Clients, Get More
Warm Introductions, and Grow Your Bottom Line.


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


In this free masterclass, you will learn:

• A critical step to generate results.
• The secret to attracting more ideal clients.
• The #1 insight to achieving results.
• The exact formula top producers use.
• How to create a fail proof plan.
You will also get your marketing plan template.


Benefits from implementing the Marketing Plan Training

Best Income Year

Kim M

-Kim M., Wells Fargo

“Thank you, I Had My Best Year Yet With $414,000 In Annual Revenue...
After 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.”


Create a plan, attract more ideal clients, and grow your bottom line!

Annette Bau founder About Presenter

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™. Our mission is to provide you the insider secrets you need to build a profitable business and create a financially free life you love.