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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, there are 11 different books in print.

Real Life Financial Planning (third printing)
Real Life Financial Planning for New Physicians (3rd Edition)
Real Life Financial Planning for the Young Dental Professional (2nd Edition)
Real Life Financial Planning for the High Income Specialist
Real Life Financial Planning for Young Lawyers
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 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 sixth 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 six 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:

March 20, 2009  Anders Ramstad, Portland, OR

May 22, 2009  Jeff Turton, Albuquerque, NM

June 19, 2009  Michael Merrill, Portland, OR 

September 18, 2009  Joshua Barnard, Miami, FL

December 18, 2009  Eric Seybert, Minneapolis, MN

February 19, 2010  Todd D. Bramson, Madison, WI

April 9, 2010  Todd D. Bramson, Madison WI

April 23, 2010  Ryan Keshemberg, Madison WI

Real Life Financial Planning, the original book is going international! Ramon Ruiz has translated my book into Spanish. He will use this in Mexico and Argentina to help educate consumers to the importance of financial planning. This is very exciting as Ramon and I have been working on this for several years. 

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:  20,629

(My career goal: 100,000 books)

Compliance disclaimer: Bramson & Associates is not a compliance department. We recommend you run any and all information past your compliance department for their approval.