Author        •        Speaker        •        Motivator        •        Coach        •        Trainer        •        Mentor

Creator and Author of the Real Life Financial Planning Book Series

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BIOGRAPHY

         

Todd Bramson
Todd D. Bramson

Trainer/Coach: Todd wrote, produced, presented and recorded his Real Life Marketing & Practice Management training series. This 12 module DVD course that will help all brokers and financial advisors grow their business.

Author: Real Life Financial Planning published by Aspatore Books in June, 2004 This is a practical method of understanding, organizing and prioritizing financial decisions. The fourth printing of this book was completed April of 2013. This has grown into a series that now includes fourteen books.

Speaker:
Presented "Building and Maintaining WIN-WIN Relationships" at Kevin Hogan's Influence Boot Camp in Las Vegas. See what Kevin has to say about this addition to his workshop in the testimonials on this site.

Speaker: Presented “You Can Have it All” in Anaheim, California at the Million Dollar Round Table. This was a breakout session attended by 1,300 financial advisors from around the world. Todd shared over thirty ideas on target marketing, practice management and how anyone can grow their business, work less, and have more fun, all at the same time.

Speaker: Amerus Life brought Todd to their Education04 conference in Dallas to present his “You Can Have it All” workshop to over 150 financial advisors.

Speaker: North Star Resource Group, of Minneapolis, MN invited Todd to speak to their entire organization for their annual continuing education “Summit” meetings. “The presentation was “Twenty Ideas in Twenty Minutes.” This was the 16th year in a row that Todd has been asked to give a presentation to this top financial services organization.

Speaker: Over the past two years, Todd has presented his highly energetic speech, “Motivation, Marketing and Referrals….Get Excited and Get to Work” to four separate classes of Securian Financial Services, Inc. This one hour talk caters to financial services professionals that are ready to take their business to the next level.

Mentor: M.D. News has published a cover story article on the unique and new business partnership that Todd formed with Josh Barnard in Miami, Florida. They will serve the physician, surgeon, dental and related medical professionals in southern Florida. Contact Todd for a reprint of this article and/or to set up an appointment with him to discuss your marketing and media relation needs.

Creator: Todd is the creator and author of the Real Life Financial Planning book series. To date, there are thirteen books with over 25,000 total copies in print. These books have helped his fellow co-authors and case study contributing authors grow their business. These books are very well received by consumers looking for concise and simple methods of understanding these complex topics.

Emcee/Summarizer: Todd's unique ability to coordinate, facilitate and summarize ideas with a creative and humorous style is the highlight of North Star Resource Group's annual summit meetings in Minneapolis. Email Todd for a highlight CD if you are considering this for your meeting needs.

Writer: Medical Economics includes Toddon their editorial consultants board in the Tax and Personal Financial Planning section. Todd assists the editors as needed for editorial content and review of a variety of articles as well as assisting the editors with story and article ideas.

Writer/Instructor: Todd wrote a three hour CE class, "Ethics, Insurance, and the Financial Plan" and taught this to the Montana Association of Insurance and Financial Advisors in January, 2005. This course has been submitted to several other states for approval. Todd also presented this important information to the Madison chapter of the Association of Insurance & Financial Advisors on March 14, 2008.

“Financial Expert” on NBC station’s live 5pm newscast (Channel 15, Madison, WI): For almost three years, Todd wrote and presented a live financial segment (130 separate weekly topics). These were informative, timely and educational as Todd attempted to take the complex financial world and make it understandable for the viewers.

Industry Recognition: "The Top 150 Financial Planners for Physicians." Todd has been recognized in this exclusive group by Medical Economics. This list has been compiled nine times and Todd is one of just 47 advisors to have made this list all nine times. In addition, Todd has assisted the editors with over twenty articles on a variety of financial subjects. (View article [PDF])

 

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