Author        •        Speaker        •        Motivator        •        Coach        •        Trainer        •        Mentor

Creator and Author of the Real Life Financial Planning Book Series

   Bramson & Associates, LLC

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CURRENT NEWS

2014

Spring 2014, Todd publishes Real Life Financial Planning with Case Studies for Physicians with contributing authors Jose Luis Blanco and Lloyd Winkler. 

Thank you to Doug Moe of the Wisconsin State Journal for his wonderful summary of my August National caddie (and golf) experience. Click here for a link to that story.

Todd utilized his Real LIfe Marketing & Practice Management Training Series to train and mentor North Star Resource Group's class of new associates

2013

Todd has been listed as one of the "Best Financial Advisers for Doctors" by Medical Economics Magazine for the 9th year! 

Texas Tech University is now using Todd's Real Life Financial Planning book as part of their curriculum for Personal Financial Planning programs of study.   

Todd utilized his Real LIfe Marketing & Practice Management Training Series to train and mentor North Star Resource Group's class of new associates. 

A segment of Todd's Real Life Marketing & Practice Management Training Series was featured on the Hoopis Performance Network website. His video titled "Referral Scripts That Work" is one of the highlighted videos for August 2013.

The 4th Edition of Real Life Financial Planning is now in print and available to order on our store page!

Todd sent 120 Memoiry Journals to 1st Lieutenant, William Bishop and the men of the Alpha Company, FOB Airborne at their post in Afghanistan.  William sent the following email:  "Mr. Bramson, Thank you so much for your support of all the guys out here.  The combat outpost we are at is very small and isolated, so its great to get anything from home.  We have received the Memoiry Journals over the past few shipments of mail that have come in.  I've distributed them out to all the guys who wanted them.  The few that remained are used for some of our battle tracking purposes."  

March 2013, Todd has been approved as a 2013 Million Dollar Round Table Life Member and listed as MDRT Top of the Table. 

Todd presented his training module " You Can Have it All!" at North Star Resource Group's Winter Summit on February 15, 2013.

2012

Todd was honored to be the opening speaker at Transamerica's Securities Support Workshop on October 3, 2012 in Dubuque, Iowa.  Todd presented his training module "Motivation, Marketing & Positioning". 

Todd offers another "Professional Summary" of North Star Resource Group's Annual Summer Summit on July 19, 2012. 

Todd publishes a new case studies book with Diamond State Financial Group advisors Chris Burgos, Shaun Jones, and Hardik Shah. 

Madison NBC 15 interview on July 5th highlighting the Memoiry JournalWatch the interview. 

Todd published the Memoiry Journal...a new guided journal to capture your top 100 memoiries.  For more information, or to purchase a copy, visit www.memoiryjournal.com

Todd Bramson and co-author Jon Ylinen have published Real Life Financial Planning for Physicians

Todd presented his training module "You Can Have it All" to NAIFA Iowa on February 20, 2012.

The 4th Edition for Real Life Financial Planning for the New Physician and the 3rd Edition of Real Life Financial Planning for the Young Dental Professional were updated and published in January. 

2011

Todd is featured in the December 2011 issue of Golf Digest in the "Golf Saved My Life" article.  Click here to read the article. 

Todd will present his training module "You Can Have it All" to NAIFA Iowa on November 11, 2011. 

November 10, 2011  Medical Economics, Jon C. Ylinen

A segment of Todd's Real Life Marketing & Practice Management Training Series was featured on the Hoopis Performance Network website. His video titled "Increasing Efficiency and Profitability" was one of the highlighted videos for October 2011.

Todd will also be presenting his talk "My Road to Augusta National" at Olympic Fields CC on Sunday, September 25th. 

September 10, 2011  Medical Economics,  Jon C. Ylinen

"Wisdom Vs. Info", a segment of Todd's Real Life Marketing & Practice Management Training Series, was a featured video for July 2011 on the Hoopis Performance Network website. This video is also featured in the Sales Skills section of their website.

On April 19th, Todd spoke at the NAIFA Madison annual meeting at Maple Bluff Country Club.  He presented his talk “My Road to Augusta National”.  Tim Mahaffey, current NAIFA Madison President, said "I thoroughly enjoyed Todd sharing his journey to Augusta National. His message was extremely fresh, entertaining and encouraging. Todd reminded me the importance of setting goals and that our goals and dreams can be achieved if we're persistent and keep a watchful eye for opportunity."

2010

Todd was featured in the November/December issue of Wisconsin Golfer.  The article highlighted his caddie experience at Augusta National GC.  Click here to read the article

November 12th, Todd presented his 'You Can Have it All!' module to advisors attending NAIFA Chicago's A Taste of MDRT. 

A segment of Todd's Real Life Marketing & Practice Management Training Series was featured on the Hoopis Performance Network website. His video titled "Assembly Line Mind" was one of the highlighted videos for July 2010.

June 29th,  The Centennial Group invited Todd to present his 'You Can Have it All!' module.

June 28th, Todd presented his 'You Can Have it All!' module to attendees of Karr Barth's 2010 Producer's Conference. 

June 14th, Todd spoke at the MDRT meeting in Vancouver, BC.  The topic:  Mentoring.

June 8th and 9th, Todd presented his 'You Can Have it All!' and 'Motivation, Marketing, and Referrals' modules to advisors attending Thrivent Financial's annual meetings. 

April 23, 2010  Medical Economics, Ryan Keshemberg

April 9, 2010  Medical Economics, Todd D. Bramson

Hoopis Performance Network's website featured Todd's video "Power Phrases to Advance the Sales Process" in their March 2010 videos. This is a segment of Todd's Real Life Marketing & Practice Management Training Series. They also featured this video in the Sales Skills section of their website.

March 22, 2010, Todd was part of a mentoring panel at LAMP in Las Vegas, NV along with industry legends, Norm Levine and Julian Good.  "I am glad I had this opportunity to give back to the industry", says Todd. 

February 19, 2010, Medical Economics, Todd D. Bramson

Todd's video " Using Analogy to Simplify", a segment of his Real Life Marketing & Practice Management Training Series, is featured in the Sales Skills section of the Hoopis Performance Network's website.

Total Real Life Financial Planning Books in print crosses 20,000!

February.  The 2nd Edition of Real Life Financial Planning for the Medical Professional is published.  Also, a new edition of Todd's physician book with case studies by Erik Andrews is now in print. 

January.  Medical Economics article reprint highlighted Todd's 6th year in a row he's made this prestigous list. 

2009

December 18, 2009 Medical Economics, Eric Seybert

Real Life Financial Planning for the Student-Athlete published with co-author Jon C. Ylinen, October 2009.  

Third printing of Real Life Financial Planning, October 2009. 

Todd was listed for the sixth consecutive time by Medical Economics as one of "The Top 150 Financial Advisers for Doctors" -  September 2009. 

September 18, 2009 Medical Economics, Joshua Barnard

The Third Edition of Real Life Financial Planning for the New Physician (co-authored with Marshall Gifford) was published in September, 2009 with case study contributions by William H. Montag and Forrest M. Friedow. 

July 16, 2009, North Star Resource Group invited Todd to speak at their annual meeting of associates.  The title of this talk was "The Best of Todd Bramson".  This was a summary of one major point from each of the 12 Modules in the Training Series.  Todd thanks North Star Resource Group for supporting his speaking and consulting work. 

June 19, 2009 Medical Economics, Michael Merrill

May 22, 2009 Medical Economics,  Jeff Turton

March 20, 2009 Medical Economics, Anders Ramstad

On February 13th and 14th, Todd debuted his 12 module course, Real Life Marketing and Practice Management Training Series.  This two day event was attended by over 50 financial services professionals new to the business and experienced.  The final DVD's of this are available in the Store on this website.  There were advisors from seven states there.  Here are a few comments from the attendees:

"I gained so much wisdom and information, that I'm not sure where to start." - Amy Grandgenett

"I've spent several thousand dollars on a previous workshop that didn't scratch the surface of what we covered or provide nearly as many tools.  It was excellent!" - Forrest Friedow

"It left me full of knowledge, confidence, and excitement to begin my career as an advisor." - Ryan Statz

 On February 12th, 2009, Todd presented "Ethics, Insurance, and The Financial Plan" to 140 members of the Minnesota chapter of NAIFA.  This event was held at Golden Valley Country Club in Golden Valley, MN.  One hour of CE credit was available.  

On February 11th, 2009, Todd presented his course  "Motivation, Marketing and Positioning" to the Securian Foundation School in St. Paul, MN.   Here are just a few of the comments:

"Some great new ideas - thanks."

"Very helpful for my practice."

"Awesome - I would love for him to mentor."

"Great advice and tips!"

"Very generous to share time, tips and insight."

2008

Medical Economics lists Todd D. Bramson, for the fifth time, as one of the Top 150 Financial Advisors for Physicians! November 7, 2008 Issue. >> Read article

Second printing of Real Life Financial Planning for the Young Dental Professional.  October 2008.  Co-Authored with Marshall Gifford.

In March 2008, Todd taught a three hour continuing education class to the Madison chapter of the National Association of Insurance and Financial Advisors entitled "Ethics, Insurance and the Financial Plan."

The first case studies book exclusively for women was published in February, 2008.  Thank you to Annie Book, Jane Lalonde – Shea, McKenna Stephens, Stephanie Tsang, and Ann Wengronowitz for their incredible insight on this new book in the series.

The Second Edition of Real Life Financial Planning with Case Studies was published in April, 2008 with case study contributions by Gregg Bervig, Craig E. Brand, Rick Shultenover, and Thomas Zirbes. 

On January 2nd, 2008, Todd was a guest on WIBA FM discussing financial New Year's resolutions.

PAST NEWS

Real Life Financial Planning for the Medical Professional, with co-authors Michael Merrill and Anders Ramstad was published in December of 2007.

In September of 2007, Todd presented "Gain Instant Credibility By Partnering With The Media" to the Madison chapter of the Association of Insurance and Financial Advisors.

Real Life Money Management for Pharmacists with co-author Ali Rizvi was published in May of 2007.

Real Life Financial Planning with Case Studies featuring Langdon Ford Financial was published in September 2006.

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.

Real Life Financial Planning for Young Lawers with co-author Thomas Haunty was published in August 2006.

Real Life Financial Planning for the New Physician with co-author Marshall Gifford was published in August 2006.

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.

Real Life Financial Planning with Case Studies was published in June, 2006 with case study contributions by Rich Hanzlik, Jesse Karich, Brian Lahr, and Brad North.

Real Life Financial Planning was published in May 2006.

Real Life Financial Planning for the High Income Specialist with co-author Dave Johnson is published in March, 2006. 

Todd is a contributing author in the new book of the best selling series 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 Amazon's best sellers!

Todd taught his new continuing education class to the SE Montana Association of Insurance and Financial Advisors on January 14, 2005, in Billings, MT. The title "Ethics, Insurance and the Financial Plan" used Todd's book, Real Life Financial Planning as the text. This was followed by a lunch presentation of his MDRT presentation, You Can Have it All.

"The Power of Niche Marketing," written by Todd D. Bramson, was published in the November 2004 issue of Advisor Today.

Quoted in the November 8, 2004 Investment News article by Gary Mogel. Todd D. Bramson said: "Mutual funds and other investments are required to build a good offense... but teams don't win with just a good offense; they also need a good defense, and that means having the required insurance in place."

Assisted Leslie Kane with an article in the July 9th, 2004 issue of Medical Economics titled, 10 Simple Rules for Investing. One of Todd D. Bramson's quotes in the article was..."Long-term investors face as much risk from being out of the market when it surges forward as they face from being in the market if it sinks."

NEW BOOKS!

The Memoiry Journal is in print.  This is your bucket list...already accomplished, reflected, and recorded as a "memoiry". 

Real Life Financial Planning for Physicians should be required reading for every physician!  All of the unique financial needs of a physician have been merged into a very manageable and easy-to-implement strategy.  Todd D. Bramson and co-author Jon C. Ylinen have a financial planning practice that caters almost exclusively to physicians, and have assisted hundreds of physicians to get on the path of financial independence. 

Real Life Financial Planning for the Student-Athlete is the essential financial planning book for student-athletes and should be required reading for every college athlete, coach, and athletic department staff member.  All of the unique financial needs of a student-athlete have been merged into a very manageable and easy-to-implement strategy.  The book includes a Q&A chapter with insights from three local sports agents.  Todd D. Bramson and co-author Jon C. Ylinen are both members of the National Association of Academic Advisors for Athletics. 

Real Life Financial Planning 3rd Edition 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 packed into this book based on the wisdom gained from over 10,000 individual meetings that Todd has had with his clients... people just like you.

Real Life Financial Planning for the New Physician 4th Edition should be required reading for every medical student, resident, fellow, and young physician. Medical Professionals have unique financial needs. You have so many financial issues and options on a personal and business level. Todd Bramson and Marshall Gifford have created a very manageable and easy to implement strategy. You will learn how to prioritize multiple decisions and manage your complex financial life. 

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