PMA360 provides you with the step-by-step process you need to get on a direct flight so you can increase your impact, serve more clients, and achieve more results!
If you want something different or better, you have come to the right place.
We believe you deserve to create your dream business and live your ideal life, so we created:
Business Made Easy is designed to get you into the driver’s seat of your business and life so that you can achieve your desired results faster!
We begin with an overview of your business to determine what is working and where you have the biggest opportunities for success.
This begins by creating a solid foundation so you show up with the right mindset and confidence. A solid foundation enables you to accomplish the necessary work to achieve results.
Then we develop your strategy and determine which type of client you would be most successful serving. We teach you how to conduct research so you have all of the insight you need and can attract them with ease.
The final step entails execution. During this phase, you learn how to take the consistent, right action to achieve your desired results.
We combine a blend of neuroscience with practical, real-world information, enabling you to achieve lasting results.
With over 15 years of practical experience helping others like you and 30+ years in the trenches advising multi-millionaires, we have proven that success begins with a Formula.
We know that everything in life has a Formula – failure, success, financial freedom, bankruptcy, health, illness – EVERYTHING!
From our real-world experience, we know that the first step to achieving your goals and becoming a successful advisor, consultant, or entrepreneur is to create a winning Formula.
A Formula that works for any goal.
A unique Formula will allow you to break through barriers, find and attract your ideal clients, grow your business, and grow your bottom-line results.
Your winning Formula includes your Foundation (Inner Game), Strategy (Game Plan), and Execution (Outer Game).
In this training, you will learn:
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- The step-by-step process to create your winning Formula.
- How to apply the Formula to any aspect of your business or life.
- The process of identifying and removing beliefs that keep you from your goals.
- How to get it all done (what extraordinarily successful people do differently than less successful people).
- The secret tool top producers and millionaires use to get results.
- An assessment to determine gaps and opportunities.
Your Foundation training guides you in:
- Getting clear on what you want.
- Discovering your Level 3 ‘Why’.
- Developing a healthy Worth Barometer.
- Setting and achieving your goals.
- Mastering non-negotiable activities (NNAs), high-value activities (HVAs), income-producing activities (IPAs), power hours (PHs), and power breaks (PBs) so you can operate consistently at your best.
Your Strategy training guides you in:
- Creating your game plan (IG + GP + OG).
- Developing your business profit model.
- Identifying your ideal niche market.
- Creating your Target 100 (for ideal, profitable clients and referral partners).
- Conducting research.
- Discovering the best lead generation strategies for your niche market.
- Leveraging referrals and warm introductions.
- Creating your master script book.
Your Execution training guides you in:
- Creating and implementing your plan.
- Setting, revising, and affirming your goals, HVAs, and IPAs.
- Executing your Peak Performance Schedule.
- Identifying and completing your T-100 (Target 100) and T5 (Top 5).
- Tracking and measuring your activity and results.
- Mastering your script – what to say, when to say it, and how to say it.
If you do not have a plan or you have a plan that is not producing your desired results, start here: 
Business Made Easy also includes:
The PMA360 Performance Mastermind Membership:
- Foundation, Mindset, and Performance (PMA L2)
- Marketing, Strategy, and Positioning (PMA L3)
- Sales and Scripting (PMA L4)
- Mastermind bonuses
- PMA360 LIVE Q&A
Because we know that to achieve long-term, repeatable success, our members need ongoing support, direction, and accountability, we created just for you…
PMA360 (A Performance Mastermind Academy)
Our PMA360 Mastermind membership is designed to help advisors, coaches, and entrepreneurs build profitable businesses, create extraordinary lives, and ultimately achieve financial freedom. Our PMA360 Mastermind Membership helps our members solve their challenges by tapping into the collective intelligence of other PMA360 members.
With over three decades of experience under our belt, we know that our members need support in three areas (foundation, marketing, and sales). With this knowledge, we created three levels within our PMA360 Mastermind.
The PMA Mastermind levels (PMA L2, PMA L3, and PMA L4) include:
PMA L2 provides you with the insight to master your foundation, mindset, and success, including all aspects of your inner game.
If you lack focus, worry, get distracted, or are unsure what to do or how to do it best, PMA L2 is a great place to start!
Examples of PMA L2 trainings and resources:
- How to Elevate Your Worth Barometer.
- The Process to Program Your Mind.
- How to Set Goals to Achieve Your Desired Result.
- The Power of Visioning.
- How Millionaires and Super Successful People Get It All Done.
- The 9 Questions Extraordinarily Successful People Ask.
- How to Operate Above the Grid.
- What You Must Know and Do to Succeed.
- How to Focus on Command.
Click to join Business Made Easy:
PMA L3 provides insight and training for marketing, positioning, and branding, including marketing to affluent couples and women.
If you need support in implementing your marketing plan, identifying your ideal client, or if you lack an effective brand or a lead generation strategy that brings clients to you, PMA L3 is a great place to start!
PMA L3 will support the implementation of your marketing plan.
Examples of PMA L3 trainings and resources:
- Insight to Create Your Plan and Achieve Massive Results.
- Marketing to the Five Different Types of Women.
- Building Your Lead Generating Machine.
- How to Create a Boatload of Raving Fans.
- The Power of Positioning: How to Brand Yourself to Attract More Ideal Clients.
- Developing your LinkedIn Blueprint to generate leads & business.
- Creating your Funnel (from prospect to ideal client).
- Generating leads through your website, keyword research, and opportunities.
Click to join Business Made Easy:
PMA L4 provides insight on scripting and sales, including mastering the entire process from the first meeting with a prospect to converting them to a client for life.
PMA L4 supports you from the first word you say to a prospect or client to the retention of long-term clients and everything in between.
PMA L4 includes LIVE real-time one-on-one scripting calls so you can practice what you say when you say it and how to say it best.
Examples of PMA L4 trainings and resources:
- How to Pre-Qualify (without being awkward).
- The Appointment Setting Process.
- What to say when asked, “What do you do?”
- How to Handle Objections (before they come up).
- The Approach A Friend Process (without making it uncomfortable).
- How to Ask for Referrals.
- What to do to Make Cold Calls, Warm.
- How to Master the Art of Storytelling.
Click to join Business Made Easy:
If you earn over $75,000 and want a tailored strategy to customize your plan, a one-on-one strategy session is the ideal starting point.
If you want more information about a strategy session, go here: Strategy Session Overview.
If you want to purchase a strategy session, go here: Access a Strategy Session
We take results very seriously.
Our Millionaire Insider™ Academy and PMA360 Mastermind Academy members come to us because they want different or better results in their business and life.
And they get results!…
Real-World Results “Best Income Month Ever. First 50% Increase, then an 80% Increase, and a 400% Increase in Referrals! This Is One Of The Best Decisions I Have Ever Made… 
I have been a top producer for 18 years, in the top 5% of my company. After only three months of implementing Annette’s material, I had my best income month ever. Now, six years later, I continue to have record years, year after year!”-Mike N., (Physicians Mutual)
“Thank You! I Had My Best Year Yet, With $414,000 In Annual Revenue… 
I just had my best year ever, making $414,000! I love the information and am inspired when I listen to Annette speak. She really “gets it.”-Kim M., (Wells Fargo)
“Million Dollar Referrals in The Perfect Niche… 
First, I created my plan, then I found the perfect niche market of traditional affluent women. The result- I am getting million-dollar referrals, including $1.2M, $1.4M, $1.8M, $3M!”-Joel B., (Independent Advisor)
Click to join Business Made Easy:
“Increased my Revenue by 233% and Tripled my Income… 
Since joining the PMA360 mastermind academy, I have created a plan, increased my income last year by 233% and tripled my annual revenue!”-Bonnie C., (Independent Advisor)
“I Had My First $200,000 Month… 
Approximately 4 months after I began your training, I had my first $200,000 income month, followed by a $100,000 month!”-Bo M., (First Allied)
“Had My First Back-to-Back $30,000 Months of Revenue… 
Since joining the PMA360 Academy, I have had my first back-to-back $30,000 months of revenue and now am on track to my first $100,000 month. I have created my plan and schedule, and it’s working!”-Theresa S., (LPL Financial Group)
Click to join Business Made Easy:
“Revenue Up 30% For the Year… 
Since joining the performance mastermind community, I am having my best year yet and am up 30%. I just closed two million-dollar policies and have also lost weight!”-Kate C., (Ameritas Financial)
“My $100,000 Annual Revenue Was This Month’s Revenue… 
Once I was able to change my mindset, believe it was possible & put my attention to focusing on my ideal client, I was able to hit my first $100,000 revenue month.”-Michael C., (Lincoln Financial Group)
“Up 17% for the Year… 
I am up 17% & increasing my revenue from $300,000 to $350,000. Focusing on my inner game, the high-value fixed daily activities and income-producing activities have been critical to my results.”-Kelley E., (Raymond James)
“Increase in AUM by $80,000,000… We have increased our AUM by $80,000,000 last year. The key was to focus on the most important activities and create processes for each step!”
-Matt H., (Raymond James)
“I Doubled My Quarterly And Then My Annual Revenue… 
Annette’s trainings & resources provide real-world experience and a “done for you process” you can implement immediately to get results that are guaranteed to take your business and life to the next level. After attending Annette’s training, I doubled my quarterly revenue and then my annual revenue! She understands the psychology of sales!”-Todd K., (Independent)
“Increased my Income by 37% and on Track to $1,000,000 in Revenue… Thanks to your training and coaching, I have increased my revenue by 37% and am on track to increase it to $1,000,000 by implementing the inner game, game plan, and outer game!”
-TJ., P., (Merrill Lynch)
If you have more questions or need support, please email Support@MillionaireSeries.com.If you are earning a solid six-figure revenue and want a customized plan to take your business and life to the next level, start here: Strategy Session
More Results from PMA360.com:
We take results seriously. And our member outcomes speak for themselves.
- Our academy members join to get results – with their business, life, and money.
- We get that everything in life has a formula – literally everything.
- A winning formula requires that you tap into your foundation (inner game), strategy (game plan), and execution (outer game).
- We also understand that to achieve results you need a proven process that works.
- And a process that is based on principles.
While we believe in strategy and process, we also believe in results.
We know that our success is a direct result of our academy members’ achievements.
One thing that has been proven repeatedly is that to achieve your goals; you need a formula and a plan to make them a reality.
You get desired outcomes when you take the time to create your winning formula.
As Winston Churchill shared:
“However beautiful the strategy, you should occasionally look at the results.”
Our member outcomes speak for themselves. They include increases of up to 775% in revenue, 1220% in referrals, and $80M in new assets (all in one year or less)!
If you want to achieve your goal but don’t know what to do, begin here: Strategy Session
Best income year. Revenue increase of 72%…
“I created my plan and then chose my niche market. The result was a 72% in my income for the year!”
-Oscar A., (Independent Advisor)
I gained the confidence and belief, got clear on my niche market. The result, I increased my income by 31% and then 20%…
“I worked on my inner game and Worth Barometer, gained the confidence and belief that I could do it. As a result, I increased my income by 31% and then 20%.”
-Angela D., (Independent)
From considering getting out of the business to an 40% increase in revenue…
“Before I joined the mastermind, I was considering getting out of the business. I worked on my inner game, got clear on my value, and executed my plan. I also purchased another practice and am up 80% in my revenue.”
-Sean F., (Northwestern Mutual)
To access our mastermind, go here:
Increased income by 37%, on track to $1,000,000 in revenue…
“Thanks to your training and coaching I have increased my revenue by 37% and am on track to increasing it to $1,000,000. It all began with the inner game!” You can hear his story, here.
-TJ., P., (Wealth Management Firm)
Increased my referrals by 1220% and income 20%…
“After creating my formula and plan, warm introductions became the forefront! I have increased my referrals by 1025% (my goal was 1000%) and revenue by 20% and then the following year I increased my referrals by 1220%!”
-Mike L., (IG Wealth Management)
Results include an increase in AUM by $50,000,000!
“This year after joining your community and implementing these teachings, I increased my assets under management by $50,000,000.”
-Mark B., (Private Wealth Manager)
Revenue up 26%…
“I have been working on my inner game since our initial consultation. My business is up 26% YTD and the momentum is overwhelming.”
-Tracy R., (HTA Financial Services)
Best year ever and increased my revenue by 25%!
“Since enrolling in your performance mastermind, I increased my revenue by 25% and had my best income year ever!”
-Michael K., (Penn Mutual)
If you don’t have a plan, or your plan is not generating your desired outcome, start here: Your 3 Step Plan
To access “The Business Plan Template,” go here:
Increased revenue 25% and plan to increase revenue 20-25% again this year…
“Our agency has been able to increase revenue this year by 25%. We plan to increase it another 20-25% this coming year.”
-John F., (Agent)
I had my first $200,000 month…
“Approximately 4 months after I began your training, I had my first $200,000 income month followed by a $100,000 month!”
-Bo M., (First Allied)
Increased AUM by $15 million and retained 100% of clients…
“Last year we increased our AUM by $15 million and retained 100% of our clients.”
-Jim C., (Wealth Advisor)
Inspiring and awesome…
“You summed up what I’ve been trying to learn for seven years from Robert Allen, T. Harv Eker, Steven Covey, Napoleon Hill, Robert Kiyosaki, and others! Thank you!”
-Lisa S., (Entrepreneur)
Increased revenue by 167% and then 233%…
“The first year I increased my revenue by 50% by just listening to the monthly calls. This year my revenue is up 167%!”
-Ellen M., (Vanderbilt Securities, LLC)
I generated $200,000 plus $60,000 on-going from one deal using your strategies…
“Using one strategy, I was able to generate $200,000 of revenue plus $60,000 of recurring revenue.”
-Linda J., (Advisor)
Increase in AUM by $80,000,000…
“We increased our AUM by focusing on the most important activities and to create processes for each step!”
-Matt H., (Raymond James)
Since I joined your program last month, I made my monthly income in just 11 days…
“My commission sales may equal over $9,500 in a month. However, just in the month of December, my 11 days of work has already surpassed $9,500. I did in one week what I normally do in one month!”
-Valerie M., (Independent Advisor)
If you need a business plan template, go here: “The Business Plan Template.”
Revenue up 30% for the year…
“Since joining PMA360: Performance Mastermind Community, I have increased my monthly income by 30%. Hoping to end the year up 70 to 100%.”
-Leon G., (Investacorp, Inc.)
Increased my income by 25%…
“Since joining your program, I have increased my income by 25% from last year’s revenue.”
-Laurie D., (Independent)
Highly recommend…
“Annette Bau is one of the most successful advisors, coaches, and businesswomen I know. Her programs and success strategies have not only helped many, many others on their path to success but have personally helped me on my path as well. She has helped me change my thinking and, accordingly, my actions. I would recommend her trainings and performance mastermind academy for anyone looking to take their business to the next level.”
-Michael Beck (Michael Beck International)
Annette Bau has the key to cracking the code for training advisors on how to work with and market to affluent women!
“If you want an expert in the affluent women and couple’s market, Annette Bau is the one. She has developed the key to cracking the code so you can get your share of this $40 trillion market.”
-Don Wilkinson (Author: Stop Wasting Wealth, Family Office Expert)
Exceptional Work! Your insights as a financial services professional combined with diligent marketing research and tips are invaluable….
“I spend nearly every day researching marketing insights to develop a strategy to garner the affluent women’s market for our financial services firm. Today, I ran across Annette’s series of articles on how to ‘Find Success with Affluent Women.’ I am incredibly impressed with the specific knowledge you have of this market from 20 years of professional experience. Your insights as a financial services professional, diligent marketing research, and tips are invaluable. You have managed to synthesize years of relevant research and present it in a useful, compelling, and clear way. I wish I had found this sooner, but better late than never. Exceptional work!”
-Scarlett S., (Assistant VP., Market Intelligence Strategist)
Fantastic training…
“The women’s training that you’ve done has been fantastic. As a male working with females, your insights have allowed me to really bond with my female clients in a way that they feel very comfortable and have peace of mind with their finances.”
-Steve H., (Independent Advisor)
Two best weeks in my business…
“Since enrolling in your community, I have had two of my best weeks. One thing I have taken away and use twice daily is “The Power of 7′.”
-Carol P., (Independent Advisor)
Amazing Results…
“I am so glad I took action! After completing the first training class, I scheduled a ‘Lunch & Learn’ with a referral partner. My clients and guests loved it! The next day, one of the guests asked me to conduct a yearly event that is attended by affluent and successful business women. I am so glad that I took this training and took action!”
-Luci H., AIF, CFP™ (Consultant)
We look forward to helping you attract, close, and retain more ideal, profitable clients so you can win in business, in life, and with your money!
Annette Bau, CFP®
Founder of The Millionaire Insider® Academy
Earnings and Outcome Disclaimers:
Income Disclaimer
