Author        •        Speaker        •        Motivator        •        Coach        •        Trainer        •        Mentor

Creator and Author of the Real Life Financial Planning Book Series

   Bramson & Associates, LLC

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Todd D. Bramson

Listen to my short welcome and guide to this site!

NOTE: If you are a consumer looking for Todd's financial planning services, please click here to get to North Star Resource Group.

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 begin this program.

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 (second printing)
Real Life Financial Planning for Young Dentists
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)


I am taking applications for the next Case Studies book which will be begin in the second quarter of 2008. Please contact me if you are interested in becoming a contributing author in this book, or you have another marketing idea to discuss.

I am very excited to announce that two new case studies books have just been published! Gregg Bervig, Rick Schultenover, Tom Zirbes and Craig Brand and I have finished writing a book with case studies for business owners, pharmacists, early retirees and professionals. Also, five successful and professional women are helping me to create a very valuable resource ... a case studies book catering to women. Thank you to Annie Book, Jane LaLonde, McKenna Stephens, Stephanie Tsang and Ann Wengronowitz.

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:  4,400

(My career goal: 100,000 books)


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