Bramson & Associates, LLC
Todd’s 12 module, Real Life Marketing and Practice Management Training Series is complete! This is an easy-to-understand, easy to implement system to start, build, and grow a financial services career.
At the Anaheim, California MDRT meeting, Todd presented his “You Can Have It All” workshop to 1,350 financial advisors from around the world. (Three Top of The Table, and six Court of The Table MDRT Qualifications.)
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, the Madison Association of Insurance and Financial Advisors, and the Minnesota chapter of National Association of Insurance and Financial Advisors.
Todd is the author and creator of the Real Life Financial Planning book series, which now includes 11 books
Todd is an Editorial Consultant with Medical Economics magazine and was listed 6 times as one of the “Top 150 Financial Advisers for Doctors”. Only 47 advisors have made this exclusive list all five times. Appearances on Madison’s local NBC Channel 15 5 p.m. broadcasts as their “Financial Expert”. Provided over 130 live financial planning segments Pioneered the concept of "Your Financial Hierarchy of Needs" in Doctor's Financial Report (Prentice Hall Publication) and all eleven books in the Real Life Financial Planning book series.
Quoted in issues of national publications Money, Medical Economics, and Insurance and Tax News.