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Todd D. Bramson
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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 second printing of this book was completed July of 2006.
This has grown into a series that now includes eleven
books.
Speaker: Presented "Building and Maintaining WIN-WIN
Relationships" at Kevin Hogan's Influence Boot Camp in Las
Vegas on February 12, 2005. 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” at the June, 2004 meeting of the Million Dollar
Round Table. This was a breakout session attended by 1,350 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: In October 2004, 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.
(July, 2004) “The presentation was “Twenty Ideas
in Twenty Minutes.” This was the 12th 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 eight books with over 15,000 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: In January
2006, Medical
Economics added Todd
to their editorial consultants board in the Tax and Personal
Financial Planning section. Todd assits 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. (Todd also spoke in 2005,
2006, and 2007!)
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 four times (2000, 2002, 2004, 2006) and
Todd is one of just a few advisors to have made this list all
four times. In addition, Todd has assisted the editors with
over twenty articles on a variety of financial subjects.
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