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The following are some of the tools and resources that I
have developed for financial service professional and financial service organizations to grow their practices. |

Todd D. Bramson |
- Keynote Speaker
- Consulting Services
- Mentoring Programs
- Presentations & Workshops
- Inner Circle Mentoring
All of the above services are available.
The cost depends on your needs, Todd's schedule and availability,
and the extent of the time commitment. Submit a brief description
of what you and your organization need by clicking here. |
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Participate in Todd's Next Live Teleseminar!
Receive a PDF of the handout and the password to attend this
Associates Only presentation. This is an excellent way to experience
Todd's useful and cutting-edge marketing and practice management
training series (see below).
Coming in 2010!
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Real Life Marketing & Practice
Management Training Course
This DVD course has over seven hours of content organized
into 12 separate modules. This is likely to be one of the best
investments you can make if you are serious about growing your
business.
Additional benefits for each person who complete the training course:
- One year subscription to associates only password protected site.
- Teleseminars
- Subscription to "The Bramson Report", Todd's regular e-newsletter
- Use of templates, documents, and other helpful marketing and practice management
concepts and ideas.
- Talking points ... Todd’s innovative audio commentary.
- Discounted pricing on books and information products.
- Eligible to become a contributing author in an upcoming case study book. You
gain instant credibility as a published author!
Individual License
This license includes the 100 page workbook and a copy of Todd's Real Life Financial Planning book. This also includes all of the additional benefits listed above.
Tuition: Only $495.00
Partnership/Small Office License
This license includes the workbooks and materials for four advisors
to take the course and become associates, becoming eligible for
all the benefits available to the individual license above.
Tuition: $995.00 (Only $248.75 per person)
Corporate License for Multiple Users and/or Sites
This license includes 15 numbered workbooks allowing up to 15
advisors to become Associates
of Bramson & Associates which includes a calendar year subscription
for each of the 15 advisors who complete the course.
Tuition: $2.495.00 (Only $166.33 per person)
Additional Individually Numbered Workbooks
Used for completing the training course above.
(This includes a copy of Todd's Real Life Financial Planning book and calendar year subscription to the Associate's
Only area of this website.) This is available on an unlimited basis at the prices below to a registered owner of the DVD training series only.
Price: $150 each
Quantity Discount:
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Bramson & Associates – Become an Associate
Instant Associate
status; a one year subscription to password protected Associates
Only website.
Price: $300.00
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Published by Aspatore |
There is an abundance of information on financial planning
– tips on general investment strategies, methods for portfolio
diversification –
but these don't always incorporate sound, experience–related,
applicable advice.Todd has found the wisdom in all the information.
In Real Life Financial Planning
CFP Todd Bramson strives to impart the knowledge he has gained
from 26 years working directly with individuals, customizing
their financial plans and addressing their specific questions.
Use this book to help you grow your financial planning practice.
Preview Chapter 1 (.PDF)
Quantity Discount:
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Published by
Aspatore |
Real Life Financial Planning
for the New Physician should be required
reading for every medical student, resident, fellow, and young
physician. All of the unique financial needs of a physician have
been merged into a very manageable and easy-to-implement strategy.
You will learn how to prioritize multiple 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 more than 15,000 individual meetings
that the authors –Todd Bramson & Marshall Gifford –
have had with their clients ... people just like you.
Price: $17.00
Alternative purchasing resources:
www.Amazon.com
www.Aspatore.com |

Published by
Aspatore |
After the success of my first book, Real
Life Financial Planning, I again teamed up with Marshall
Gifford to write a new version specifically for young
dental professionals. This is a valuable book for any
dental professional who is looking to educate himself/herself
about personal financial planning.
Preview Chapter 1 (.PDF)
Price: $17.00
Alternative purchasing resources:
www.Amazon.com
www.Aspatore.com
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Published by
Aspatore |
Real Life Financial Planning for the High-Income Specialist
should be required reading for every medical student, resident,
fellow, and young physician. All of the unique financial needs
of a high-income specialist physician have been merged into a
very manageable and easy to implement strategy. You'll learn how
to prioritize multiple 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.
Price: $17.00
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Published by Aspatore |
Real Life Financial Planning for Young Lawyers Real
Life should be required
reading for every young lawyer. Practicing law today brings many
challenges that prevent lawyers from adequately addressing their
own finances. This book will give you a blueprint to help you
get your financial house in order. Practical steps are presented
on how to build a solid long-term financial plan that addresses
every level of your finances from budgeting and insuring to investing
and taxes. You will be motivated and encouraged on how to meet
your financial goals by making your money work as hard as you
do. This is the financial information you wish they taught in
law school.
Price: $17.00
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Published by Aspatore |
Real Life Money Management for Young Pharmacists. This
book continues the specific occupation themed books like no
others in the marketplace. This helpful resource has been
very well perceived by pharmacists and is another example of
how Todd's mentoring, training and coaching has helped his co-author
achieve his goals.
Price: $17.00
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Published by Aspatore |
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 packed 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.
Price: $17.00
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Published by Aspatore |
Real Life Financial Planning with Case Studies. In
this book, you will learn how to prioritize your financial goals,
make 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. The case studies help the reader understand the
concepts outlined in real life financial planning.
Price: $17.00
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Published by Aspatore |
Real Life Financial Planning for the Medical Professional will
help everyone gain a fundamental knowledge of financial planning.
There are some very helpful case studies for a chiropractor,
dentist, physician and pharmacist included in this book.
Price: $17.00
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For Financial Advisors, Business Owners and
Sales Professionals
This is Todd's marketing and promotional CD-ROM introduction.
It is an efficient and professional method of letting your potential
customers and clients get to know you and your services.
Email Todd Bramson to order
your copy
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