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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.

I offer one-on-one coaching sessions to address all aspects of building a successful business. An intense three year fellowship is available to two financial planners per year (I will only work with six advisors at a time!). This includes weekly mentoring and accountability sessions, case study and advice, as well as the development and implementation of a comprehensive business plan. Congratulations to Ryan Keshemberg (Madison, WI) and Jeff Turton (Albuquerque, NM) as they complete their first year. Also, to Jon Ylinen for his acceptance into the program beginning in 2009.

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 books in print.

Real Life Financial Planning (second printing)
Real Life Financial Planning for New Physicians
Real Life Financial Planning for the Young Dental Professional (second printing)
Real Life Financial Planning for the High Income Specialist
Real Life Financial Planning for Young Lawyers
Real Life Financial Planning with Case Studies
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
Real Life Financial Planning with Case Studies (second edition)

JUST RECORDED! Training Series. I presented and recorded the Real Life Marketing and Practice Management Training Series. This educational 12 module course was presented in St. Paul, MN February 13-14. See these PDF's for details:

Announcement/Invitation   Agenda   Testimonials   About the Speaker   Hotel & Parking   Registration Form

I am very excited to report that my appointment as editorial consultant with Medical Economics magazine has been renewed. Also, for the fifth consecutive time, I have been listed as one of the top 150 Financial Advisors for Doctors, by the same publication.

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 begin our partnership.

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: 

(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.