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Thomas B. Gau, CPA, CFP : Founder and CEO of Million Dollar Producer

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 the Million Dollar Producer Financial Advisor 2-day Boot Camp, which has assisted over 10,000 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!

Tom has been a leading producer for SagePoint Financial for many years and has been a guest keynote speaker and consultant at many Broker Dealer conventions and organizations, which are listed below.

  • 1st Global
  • Advantage Capital
  • Alliance Capital
  • American Express Financial Advisors
  • American Investors
  • Amicus
  • Associated Securities
  • AXA Advisors
  • Berkshire Investments
  • Bill Good Marketing
  • California Association of Financial Planners
  • California Society of Certified Public Accountants
  • Canadian Association for Financial Planning
  • Commonwealth Financial
  • Equitable
  • Financial Service Corporation
  • First Financial Resources
  • FNIC
  • Fortis
  • Fortune Financial
  • Financial Planning Association
  • FSC
  • Gilman & Ciocia
  • Harbour Financial
  • HD Vest
  • Institute For Certified Financial Planners
  • Investors Capital
  • Investors Group
  • Janney Montgomery Scott
  • John Hancock
  • JW Charles
  • Mariner Financial
  • Met Life
  • Minnesota Mutual Life
  • Mutual Service Corporation
  • Ogilvie Security Advisors Group
  • Oppenheimer Mutual Funds
  • Planning Profit Systems
  • Planvest Pacific
  • Retirement Distribution Strategies
  • Royal Alliance
  • RW Baird
  • Secura Investments
  • Spellman/Sentra
  • SunAmerica Retirement Markets
  • SunAmerica Securities
  • SunPoint Securities
  • The Householder Group
  • Titan Equities
  • Triple Check Financial
  • Wheatfirst Butcher Singer

Tom Gau has found that the key to sucess is not what you do but how you do it - that the only difference between a big producer and one just stuck on a "plateau" is the "systems" he uses day in and day out. If you are interested in helping your Rep's commisions production take a quantum leap, then have Tom Gau be your keynote speaker at your next conference!

For a full list of presentation topics and fee schedule, call toll free (866) 866-0472.