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, Kiplingers 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:
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)! Tom Gau has been a guest Keynote speaker and consultant at many Broker Dealer conventions and organizations, which are listed below.
Tom Gau has been a keynote speaker at many Broker Dealer conventions and organizations including:
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.