Frankly, you won't find another financial planner, tax authority, speaker, educator and producer quite like Tom Gau. First, Tom Gau has earned just about every degree and accolade that you can expect of a Financial Planner. Tom has his BS and MBA degrees, has practiced as a CPA, is a Certified Financial Planning practitioner, a Certified Rollover Investment Advisor, a Chartered Retirement Planning Counselor, is a Certified Fund Specialist, and is also "Top of the Table". He has been repeatedly quoted as a tax, financial and retirement planning authority in Money magazine, the Robb Report, Kiplinger’s Personal Finance magazine, The Investment Advisor magazine, the Financial Advisor magazine, the Mutual Fund magazine, the Wall Street Journal, the Los Angeles Times and other prestigious publications.

Tom was selected as one of the "Top 200 Financial Advisors" in the U.S. by Worth magazine and has authored many of the leading books on the IRA distribution rules and their tax consequences:
-"What You Ought To Know BEFORE You Receive Your Retirement  Distribution."
-"Is the Beneficiary of Your IRA the IRS?"
-"The Top 10 Mistakes People Make When They Inherit an IRA"

He also co-authored a book called 21st Century Wealth and has been quoted in one of the top 10 best sellers called "The Tipping Point".

Second, Tom Gau has been recognized as a uniquely knowledgeable and motivational speaker on topics relating to tax, financial and retirement planning. His public seminars are so incredibly successful that he regularly signs up over 80% of his attendees for appointments!

Third, Tom Gau is a renowned educator. He has taught investment and income tax courses for the CFP program as an adjunct faculty member of the College of Financial Planning. His students have consistently rated him as one of the most outstanding instructors in the entire program. He has received wide public acclaim for his 2-day "Million Dollar Producer Boot Camp", which has assisted over 8,000 Financial Advisors from all across the country to skyrocket their commission and fee production! Tom is also a consultant for various investment companies throughout the United States and Canada and is also a personal coach for financial advisors as well.

Fourth, and perhaps the most remarkable thing about Tom Gau, is that he is an active, in-the-trenches Financial Planner who produces over $3,000,000 a year in commissions and fees…working only two weeks a month!

For nine years running, Tom has been the leading producer for two national broker dealers - Associated Planners (1991) and SunAmerica Securities (1992-2000)!

The Keys to High Level Production
This presentation shares with Advisors the Keys that Million Dollar Producers need to maximize their success. It contains clear and concise relevant business strategies and information that high level producers need to operate an efficient multi-million dollar practice. During this presentation we not only uncover the keys to high level production, but we also take the audience through a step-by-step method that if followed will result in high level production. It also includes an Action Plan that helps Advisors take their practice to a higher level. This presentation is always rated as a "5 Star" performance by all attendees.

Closing Prospects Without Pressure
Would you like to learn how to transition prospects to clients in an efficient and effective manner without ever applying pressure? The key to success is in establishing your credibility, building trust and being able to deliver a can't miss package of solutions. This presentation will share with you the proven techniques that S.A.V.Y.™ Financial Advisors use to insure maximum success. This session is one that Advisors have rated as the BEST SESSION at every meeting we have presented it at.

The Nine Golden Rules of Marketing
This presentation covers the 9 golden rules that representatives should use to successfully market their practice. Marketing is the art of generating client flow. During this powerful presentation representatives are shown the 9 golden rules that help establish that client flow on a regular basis. In addition to the valuable marketing advice provided, we review 15 low cost ways that representatives can successfully use immediately to expand their practice in their marketplace.

Developing an Effective Business Plan that Guarantees Your Success
This presentation covers the specific strategies that representatives can use to develop their own functional business plan. It is the result of industry research, which helped us determine the eight essential ingredients that Financial Advisors must have in order to provide an effective and functional business plan. This presentation reviews the general rules for developing a winning business plan, provides Financial Advisors with the things to avoid, as well as the things to include. During the presentation, Financial Advisors will receive examples of not just what is necessary to develop their functional business plan, but examples of how to actually develop their plan. After this presentation, financial representatives will be able to fully develop their written business and marketing plans and dramatically increase their abilities to succeed.