The Marketing Plan Master Class

Register to instantly access the Master Class and the marketing plan template

In this training, 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

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.

In this Master Class, you will learn:

  • The 8 critical steps you need in your plan
  • The blueprint top producers use to get it all done
  • Lead generation strategies that attract your ideal client
  • The exact formula producers have used to increase revenue up to 775%, referrals up to 1220%, & AUM up to $80 Million

Here are the benefits from The Marketing Plan training:

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

More Referrals

“Best Income Month Ever. First 50% Increase, then an 80% Increase and a 400% Increase in Referrals! This Is One Of The Best Decisions I Have Ever Made...
Michael Nitchen Millionaire Insider Review I have been a top producer for 18 years, in the top 5% of my company. After struggling and considering getting out of the business, I created and implemented a plan and within three months, I had my best income month ever. Now 8 years later, I have continued to have record years, year after year!”
-Mike N., Physicians Mutual

More Revenue

"Had My First Back-to-Back Months of $30,000 Revenue... Theresa S. pma360 resultsSince joining the PMA360 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 1220% & income by 45%... Mike Loerth Performance Mastermind Academy 360 ResultsAfter creating my Formula and plan, warm introductions became forefront! I increased my referrals by 1025% (my goal was 1000%) and revenue by 45% and then the following year I increased my referrals by 1220% and revenue by 20%!”
-Mike L., Investor's Group

Access the special Marketing Plan Master Class to attract more ideal clients,
so you can close more deals.

Save My Seat

Annette Bau founder About Presenter

Annette Bau (bah hoo), CFP®, is the founder of™, 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 ideal, profitable clients. The mission of The Millionaire Insider™ Academy is to help you win in business, life, and with money.