Making of a Top Agent

Bertram Financial

Join Michelle on January 24th, at 9am.

Have you noticed that old selling techniques are not as effective today? Our business is becoming a commodity but people are searching for leadership. Learn how to truly differentiate yourself, build synergistic relationships and provide the leadership your clients want!

Then, learn how to keep more by using the new tax code to your advantage. Justice Learned Hand once said, “There are two systems of taxation, one for the informed, and one for the uninformed.” It’s time to join the informed system!

About Bertram Financial

Bertram Financial’s DREAM is to serve individuals and families as well as companies and business owners in developing financial strategies that help them achieve their needs, goals, and desires. We are deeply rooted in the concept of excellence and personal service in the financial planning process. We believe in open and honest communication, creating a family environment and having fun with people who are likable, coachable and ethical.

Businesses are the lifeblood to communities: providing needed services, products and jobs. Our mission is to serve business owners as they serve the community.

Being business owners ourselves, we understand the challenges that businesses face… taxes, costs, risks, regulations, liability… just to name a few. We also understand that most people are in business not only to make a living but build a future for themselves and their family. A future of financial freedom, freedom to walk away (retire) if they choose, a future filled with financial peace of mind and a future impact on the people and the causes they care about. The same things we are striving towards, for both ourselves and our clients.

We know that running a business means that you are responsible for many things beyond your basic business, many of those things can seem confusing and tricky. We have discovered 5 TRICKs that cause confusion in financial planning and business profitability. This ecourse is designed to uncover those TRICKs and give you the tools you need to earn more and keep more, reduce costs and maximize profitability!

Sign up here to receive the free ecourse:

As a financial speaker, author, insurance professional and Investment Adviser Representative, Michelle Bertram has dedicated her career to showing retirees and pre-retirees how to avoid retirement pitfalls.

A top-rated speaker at financial seminars hosted at universities such as the University of Wisconsin-Platteville, she also shares her financial wisdom as a regular guest on radio, including WEKZ-FM. She has worked with many groups of pre-retirees, including employees of John Deere, Lands’ End, Wisconsin State and the federal government.

Michelle earned an associate’s degree in psychology from Ashworth College. She uses her knowledge to help benefit not only retirees and pre-retirees, but also the community through her work with the nonprofit organization she founded that focuses on working with local youth and supporting orphanages in Haiti.

Michelle lives with her two adopted sons, Asa and Asher, in Mineral Point. She enjoys spending time with her boys and cheering on her favorite sports teams, especially the Pointers and the Badgers.

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