Keynote Speaker
Practice Management &
Business Success Consultant
"Building First Class Financial Advisors"

 

SERVE FEWER CLIENTS
& MAKE MORE MONEY

Creating A Viable Plan For Your Business

Most Advisors simply work as hard as they can, pick their head up at the end of the year and ask, "How much money did I make?"  They they compare that figure to some arbitrary target revenue.  Learn the formula for determining how many clients you can handle.  Discover how to price your services and the logic behind how to set minimum account sizes for new Clients.  Schedule that vacation time you deserve, and get a life so you can relax & rejuvenate yourself... all the while earning the kind of money you deserve.

Includes:

 

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© 2004-2005 Max Bolka
Business Speaker