3 Step Business Plan Top Producers and Millionaires Use to Achieve Results

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Business Plan


Join Annette Bau, CFP® and learn how to create a plan that top producers and millionaires (who have amazing lives) have created and use to achieve results. In this training, you will learn:

  • The exact formula top producers use to achieve amazing results.
  • The biggest determinant of your success (this may surprise you).
  • How to generate a flow of ideal prospects into your funnel.
  • The #1 reason most producers never achieve their goal.
  • How to achieve your desired objective with a simple step-by-step process

As you may already know, there are two types of advisors:

  1. Advisors who are unhappy with their current results and are ready to achieve their desired result.
  2. Advisors who are happy with their current results but want to get to the next level in the quickest way possible (the fast track).

The 3 Step Plan Master Class shows you how to get on a direct flight to achieving the results you desire (in the quickest way possible).

This training provides you with a road map to create a solid foundation, develop a winning strategy, and insight on how to consistently execute your plan to achieve results.

Anyone who is not achieving their desired goal is missing one, if not all, of these components.

Specifically, this training will show you:

How to Create a Solid Foundation

  • How to reprogram your mind to achieve results
  • What successful advisors know and do to achieve success
  • The most critical element you need to achieve consistent results
  • How to effectively write your goals so you increase the odds of achieving them
  • What you must do to ensure you complete your high value and non-negotiable activities

How to Develop a Winning Strategy

  • What you must know before you begin to create your game plan
  • The best lead generation strategy available today
  • The cardinal sin made by most advisors and consultants
  • The exact lead generation recipe top producers use

How to Consistently Execute Your Plan to Achieve Maximum Results

  • What you should never do (if you want consistent results)
  • Why LVAs and NVAs destroy your outer game
  • The simple process for creating a strategy that produces results
  • The one thing that makes a massive difference in results
  • How top producers can work less than low and average producers

If you are ready to make your goals a reality, join us for The 3 Step Business Plan Master Class. This could be the best decision you make in 2018!

Complete the form to watch now!

See results of others who have implemented the 3 Step Plan training:

 “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…
I have been a top producer for 18 years, in the top 5% of my company. After only three months of implementing Annette’s material, I had my best income month ever. Now 6 years later, I have continued to have record years, year after year!” -Mike N., (Physicians Mutual)

 “Thank You! I Had My Best Year Yet With $414,000 In Annual Revenue…
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)

“Increased my Referrals by 1220% & income 20%…
After creating my Formula and plan, warm introductions became forefront! I have increased my referrals by 1025% (my goal was 1000%) and revenue by 20% and then the following year I increased my referrals by 1220%!” -Mike L., (Investor’s Group)

“Increased my Annual Revenue by 775% & Qualified for My Companies Executive Council
Since joining your community, I have risen from the bottom producer in my study group to the top & have increased my income by 427% & finished the year up 775%!” -Michelle D., (New York Life)

Increased my Income by 37% and on Track to $1,000,000 in Revenue…
Thanks to your training and coaching I have increased my revenue by 37% and am on track to increasing it to $1,000,000. It all began with the inner game!” 
-TJ., P., (Merrill Lynch)

“Had My First Back-to-Back $30,000 Months of Revenue…
Since 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)


Annette Bau, CFP® practitioner, is known as The Millionaire Insider and has spent 30 years advising, strategizing, and researching the top 1-2% of millionaires, affluent women, and entrepreneurs. During that time she has written five books, published several products, and founded PMA360.com, which is one of the most successful performance masterminds for advisors and entrepreneurs in the world.

She founded MillionaireSeries.com in 2000, which provides insider secrets on how to create and sustain a profitable business and a financially-free life that you love. Her vast knowledge in the areas of practice management, as well as insight on filling your funnel with ideal prospects, converting them to lifetime clients, and generating bottom-line results have made her a highly sought-after business consultant and international speaker.

Ms. Bau is a foremost expert on the psychology of wealth and success, and her techniques combine neuroscience with real-world application. The effectiveness of her approach is reflected in the dramatic results her members consistently achieve – increases of revenue up to 775%, referrals up to 1220%, and new assets up to $80 million. With these types of returns for her clients, Ms. Bau has become the go-to guide for advisors, service-based consultants and entrepreneurs that are looking for insight, solutions and programs to build and sustain profitable businesses and transform their lives. Learn more here.