Annette Bau
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 .
Articles by Annette Bau
- Retirement & Income Planning
Retiring Abroad: Can a Life Overseas Deliver Both Freedom and Financial Security?
When done thoughtfully and strategically, it can lead to a richer, more fulfilling life—financially, emotionally, and spiritually.
- Money & Life
Are You Really Ready To Retire? The Financial Planning Checklist Every 50–65-Year-Old Needs
Guide to getting your financial house in order. Let’s review the checklist I use to help my clients create a financially secure life they love.
- Money & Life
7 Social Activities That Make Retirement Truly Joyful and Fulfilling
The good news? It’s easier than you think. Here are seven social activities that can help you thrive in retirement.
- Money & Life
401(k) in Divorce: Timing, Mistakes, and How To Get Your Fair Share
Several key considerations and timelines are involved when splitting retirement assets during a divorce. Today, we dive into them, so stay tuned!
- Money & Life
Is Pet Insurance Worth It? A Retiree’s Guide To Protecting Your Furry Family and Finances
As the cost of care for furry friends continues to increase, you may wonder if pet insurance is worth purchasing.
- Research
Lock in Lifetime Income: How To Time Your Annuity for Maximum Retirement Security
Let’s walk through the key factors, common mistakes, and proven strategies to help you decide if and when buying an annuity is the right move for you
- Research
This One Policy Could Protect Your Retirement and Your Family—Even if You Never Use It
Most people don’t spend their days thinking about how they will pay for long-term care. They wait until they have a problem, and then panic.
- Practice Growth
Targeting the Affluent: Effective Marketing Strategies for Multi-Family Offices
You will learn one of the fastest ways to gain market share, grow your business, and serve more wealthy clients. #FO #growth #advisors
- Practice Growth
Holiday Ideas for Advisors That Work
Holiday marketing ideas to help you engage with more clients, build trust, and grow your business during the holiday season.
- Practice Growth
How You Can Network Like a Millionaire
In this episode, we dive into three critical steps to help you grow your business regardless of outside circumstances. #advisors #networking
- Practice Growth
Profitable Niche Markets for Financial Advisors
Critical that you take the time to select one you love serving. This is a critical decision as you will spend a lot of time interacting with them. #advisor
- Opinion
Releasing Money Blocks in 7 Steps
They can be feelings, visions, negative thoughts, beliefs, etc., that keep you from achieving your desired objective in any area of your life. #goals #life
- Opinion
How Do I Prepare for Widowhood?
Widowhood can be a challenging time for many and is also a time of great sorrow and grief. It also comes with a period of adjustment. #widow #death
- Opinion
The Power of Personal Integrity
While people can attest to a high moral and ethical standard, their actions and results paint a more accurate picture. #integrity
- Opinion
Life After Divorce for a Man Over 50
Divorce at 50 or over can seem unbearable but try to remember that you are not alone and it is challenging at any age. #divorce
- Practice Growth
7 Financial Advisor Prospecting Ideas
Today, we will dive into the best prospecting ideas for financial advisors and money coaches. #advisors #prospecting #success
- Practice Growth
The Most Profitable Client Niches
Target markets for advisors, coaches, and consultants who have significant income instead of assets. #advisors #markets #investors
- Practice Growth
The 5 Types of Affluent Women; And How to Market to Them
The first step of your marketing to women strategy is to determine with which type of women you are best suited to serve. #women #advice
- Practice Growth
The Three Pillars of a Successful Mindset
- Practice Growth
Advisors: How To Create Your Mission Statement in 7 Steps