Insiders: The 3 Step Business Plan Master Class to Attracting More Ideal Clients

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Join Annette Bau, CFP® and learn how to become a top producer, attract more ideal clients, make more sales & achieve all other goals you desire for 2018. One of the most common questions we receive is, “how do advisors in your mastermind get such amazing results?” These include revenue increases up to 775%, referrals up to 1220% and new money under management of $80 million, all in one year or less. 

The answer is found in your 3 step plan. 

Your plan includes a formula that consists of your: Inner Game+ Game Plan+ Outer Game.

Every advisor, consultant and small business owner who is not achieving their desired goal is missing one, if not all, of these components. In this training, you will learn:

Inner Game (Your Level 3 Why)

  • What successful advisors know and do to achieve success
  • The most critical element of your inner game
  • Why your WB is so critical for achieving results
  • How to write your goals so you increase the odds of achieving them
  • Why a PPS as well as HVFDAs, IPAs, and NNAs are so important

Game Plan (Your What)

  • The first element for creating a winning game plan
  • What you must know before you begin to create your game plan
  • The best lead generation strategies available today
  • The cardinal sin made by most advisors and consultants
  • The magic LG recipe

Outer Game (Your How)

  • The outer game equation
  • How LVFDAs destroy your outer game
  • The simple process for creating a strategy that produces results
  • What successful advisors and consultants do and avoid in their execution
  • Why “Your How” is so critical to your formula for success

You need to create your unique formula so you can achieve your goals. By creating your plan, you can’t help but dramatically improve your results. 

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 Annette Bau, CFP® practitioner and founder of and, one of the most successful performance masterminds for advisors & entrepreneurs in the world with results including increase of revenue up to 775%, referrals up to 1220%, and new assets up to $80 million.

As a strategist and advisor for over 29 years to the top 1-2% of entrepreneurs, business owners, and affluent women she reached the upper echelon of advisors and millionaire entrepreneurs and became known in the 90’s as The Millionaire Insider.  She founded in 2000 to provide solutions on how to build a profitable business, create an amazing life, and ultimately achieve financial freedom.  Annette is the host to The Millionaire Insider podcast and has authored 4 books and several products including The 7 Principles for Becoming a Millionaire for Life, How to Create Wealth, Health, and Happiness;; 101 Insider Secrets for Marketing to Affluent Women, How to Get Your Share of this $20 Trillion Dollar Market; If Only I had Known…What YOU Need To Know & Do NOW To Avoid Devastating Financial Mistakes, to name a few.

She is a foremost expert on the psychology of wealth, millionaires, and success.  Her vast knowledge in the areas of practice management, marketing, selling, wealth, and success have made her a sought after business consultant and speaker.

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