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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 10 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
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
are underway. Gregg Bervig, Rich Schultenover, Tom Zirbes and
I are busy writing and finishing 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. Thanks in advance 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: 
(My career goal: 100,000 books)
Todd will be teaching a three hour continuing education class
to the Madison chapter of the Associate of Insurance and Financial
Advisors entitled "Ethics, Insurance and the Financial Plan."
"PRACTICE
MANAGEMENT" WEBINAR!
Todd presented "Gain Instant Credibility By
Partnering With The Media" on 9-12-07 to the Madison (WI)
Association of Insurance and Financial Advisors.
Tap
into Todd's expertise. He has provided over 120
live financial segments on the local NBC station as their "Financial
Expert". He is the creator and author of the Real
Life Financial Planning book series. He is an editorial
consultant with Medical Economics magazine. Besides this,
he has been quoted in Money magazine and other local and
national publications.
Hot off the Press! Medical Economics again
lists Todd D. Bramson as one of the Top 150 Financial Advisors
for Physicians! November 3, 2006 Issue New
article >>
"I am honored to be on the Editorial Staff of Medical
Economics in the Tax and Personal Finance section. This is a
culmination of a ten year relationship with the editors in which
I have helped write, review and comment on a variety of articles.
In my seminars and coaching work, I teach you how to get published
and work with the media to increase your visibility in your target
market."
Todd is a contributing author to the best selling "Wake
Up...Live the Life You Love" series. The title and topic
of this book is Gratitude. See the philosophy link on this site
for a highlight of Todd's message. On Tuesday, January 10th,
2006, the day that the book was introduced to the public, Gratitude
hit # 6 on Barnes and Noble's best sellers!
Real Life Financial Planning with Case Studies for Women should
be required reading for anyone with a checkbook or credit card!
You will learn how to prioritize your many competing financial
decisions and manage your complex financial life. The result
is a financial plan that decreases worry and stress, knowing
that you are in control and are systematically building and protecting
your wealth. There is an amazing amount of practical advice packing
into this book based on the wisdom gained from over 25,000 individual
meetings that the authors have had with their clients... people
just like you.
Real Life Financial Planning for the Medical Professional is
complete! Michael Merrill and Anders Ramstad who specialize in
working with physicians, dentists, chiropractors and pharmacists
have contributed their wealth of knowledge to co-author a
new version for this series. This is an excellent example of
how Todd's mentoring and practice management experience has helped
them grow their businesses.
Todd's original book, Real Life Financial
Planning has an exciting
new direction. Led by Ramon Ruiz, from Mexico, the book is being
translated into Spanish and will be used as an educational resource
across the country!
Also, two new case study books will be completed in February
2008. "It is exciting to me how this series continues to evolve
and grow," says Todd.
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