Advisors, Agents and Brokers, register now to receive free ongoing training and support including marketing and referral ideas, selling strategies and practice management solutions designed to help you grow your business and increase your bottom line.
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“Practical, Organized Material that YOU can Immediately Implement”
“Annette always delivers great material that you can use immediately. I just love that it is practical, organized, and easy to implement. She breaks down the concepts that you need to be successful and gives me materials that get my business to the next level. Annette keeps me motivated to move forward and gives me the tools that I need!”

“Annette Bau has the Key to Cracking the Code for Training Advisors on How to Work with and Market to Affluent Women.”
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“I Highly Recommend Your Training for Advisors!”
“I am enjoying your Affluent Women Training. You convey a holistic approach that looks at the overall picture for women. It educates and provides valuable tools, and gets women involved with their adviser to improve their financial and life situations, both now and in the future. I highly recommend the training for advisers that want to provide quality education to help women!”

“Fantastic Training!”
“The women's training that you've done has been fantastic. As a male working with females, your insights have allowed me to really bond with my female clients in a way that they feel very comfortable and have peace of mind with their finances.”

“Amazing Results, I am so glad I took action!”
“After completing the first training class I scheduled a client and guest “Lunch and Learn” with a a mortgage professional to talk about changes in the mortgage arena since the subprime blowup and credit scores as a change from the regular market update program. My clients and guests loved it!
The next day one of the guests called me to ask me to conduct both a morning and afternoon breakout session at a yearly, day long Chamber of Commerce event that is attended by affluent and successful business women and culminates in awards for the year’s highest achievers.”
I am so glad that I took this training and took action!”
“By far, the most informative Sales & Marketing Training
I have attended.”

“Exceptional Work!”
“I spend nearly every day researching marketing insights in order to develop strategy to garner the affluent women's market for our financial services firm. Today, I ran across Annette's series of articles on how to "Find Success with Affluent Women." I am incredibly impressed with the specific knowledge you have of this market from 20 years of professional experience. Your insights as a financial services professional combined with diligent marketing research and tips is invaluable. You have managed to synthesize years of relevant research and present it in a way that is useful, compelling and clear. I wish I had found this sooner, but better late than never.”
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“The Value of Annette's Training and Marketing Expertise
is Second to None.”
“Annette has the ability to look at marketing from both a strategical and tactical perspective. The systems that she teaches and implements give you the tools to retain clients and maximize your referrals..best of all a lot of it can be automated!”
“Excellent Webinar!”
“Thank you for the invite. Your passion comes through loud and clear on the phone! Probably one of the best and most well organized webinars I've heard. Kudos to you!”