Bramson & Associates, LLC is a marketing and consulting company dedicated to helping financial planners, registered representatives, brokers, and financial service organizations grow and thrive in this competitive industry.
I have many educational, motivational, and entertaining presentations for financial professionals. These can be done in workshops, seminars and/or keynote sessions, depending on your meeting needs and time frame. Click on Presentations for a description of these options.
My Real Life Marketing & Practice Management Training Series is complete and ready to ship! Go to my store and order your copy. This twelve module DVD set is designed to educate, motivate and inspire. I share every idea that I use to start, build, and grow an individual financial services practice, or financial services firm. Here is a list of the titles of each module:
1. Motivation, Marketing and Positioning
2. The Pyramid of Financial Needs
3. Referral Techniques That Work
4. Practice Management
5. Analogies and Stories
6. Life Insurance 101
7. Assembly Line Mind
8. Wisdom Versus Information
9. Embracing Technology to Save You Time and Money
10. Target Marketing
11. You Can Have It All
12. Partnering With the Media to Gain Instant Credibility
In addition, I will also work with selected financial professionals as contributing authors in my Real Life Financial Planning book series. To date, I have written fourteen different books, with the ones in bold available to purchase in my store.
Real Life Financial Planning (4th Edition)
Real Life Financial Planning for Physicians
Real Life Financial Planning for New Physicians (4th Edition)
Real Life Financial Planning for the Young Dental Professional (3rd Edition)
Real Life Financial Planning for the High Income Specialist
Real Life Financial Planning for Young Lawyers
Real Life Financial Planning with Case Studies for Physicians
Real Life Financial Planning with Case Studies (2nd Edition)
Real Life Financial Planning with Case Studies featuring Langdon Ford Financial
Real Life Financial Planning with Case Studies featuring Diamond State Financial Group
Real Life Financial Planning with Case Studies for Women
Real Life Money Management for Pharmacists
Real Life Financial Planning for Medical Professionals (2nd Edition)
Real Life Financial Planning for the Student Athlete
I am very excited to report that my appointment as editorial consultant with Medical Economics magazine has been renewed. Also, for the seventh consecutive time, I have been listed as one of the "Top 150 Financial Advisors for Doctors", by the same publication. There are only 47 financial advisors who have also made this list all seven times. And of those, only three are on the editorial advisory board. Here's a link to the article reprint summarizing this accomplishment: Medical Economics Top 150 - 6 Times in a Row.
In my Training Series, I share many ideas on how you can partner with the media to gain instant credibility. Click on the links below to see some examples:
Jon C. Ylinen's Physician's Money Digest Column
November 10, 2011 Jon C. Ylinen, Madison WI
September 10, 2011 Jon C. Ylinen, Madison WI
April 9, 2010 Todd D. Bramson, Madison WI
February 19, 2010 Todd D. Bramson, Madison, WI
I am very proud to write and publish an inspiring article in the December 2011 Golf Digest magazine. Thanks especially to Max Adler who captured the details so eloquently. Click here to read the article.
Thank you to Doug Moe of the Wisconsin State Journal for his wonderful summary of my August National caddie (and golf) experience. Click here for a link to that story.
McDonalds reports how many millions... and now billions of hamburgers have been served. It seems to work for them, so I'm going to keep track of the number of books in the Real Life Financial Planning series that are in print.
Real Life Financial Planning Series
Books in Print: 28,000
(My career goal: 100,000 books)