“Building First-Class
Financial Advisors” 

Increase Your Level Of
Professionalism & Profits

“I doubled my income the first year and am very happy.
I’ve gotten more organized and can’t wait to keep going.

Sign me up for another year!”

Jan Johnson, CFP®
xzxxxxxxxxxxxxxsssxxxxx– Cambridge Investments, Inc. / Manchester, CT



ss
For More Financial Advisor
Mentoring Testimonials
Click Here
s


Do you suspect there’s a more profitable, more enjoyable and less stressful way to do business? Would you like to focus on those aspects of your business which will make the biggest impact, earn the most money, and bring you the most joy and fulfillment? Max brings over 30 years experience of helping Financial Planning & Investment clients and other Financial Advisors define and achieve their highest goals.

Instead of just giving you information, he personally walks you down the path to higher profits and success. This program is limited to a small number (20-25 per year) of select clients who are mentored one-on-one directly with Max over the course of a year.

Max blends his business acumen along with his wisdom of life to deliver both the big picture, strategic vision along with specific “how to” business and personal skills necessary to achieve “200% Success” – 100% outer success plus 100% inner fulfillment.

Each Module consists of an Overview to read and Assignment to complete. You are given templates, as well as finished examples as tracks to run on, along with the tools, strategies, systems and accountability to help you take your business to the next level. And of course, some of the most creative & effective marketing tools you’ll ever see.

Each Advisor is guided through a sequential, year-long process that transforms his/her business from the ground up. From goal setting and developing a meaningful mission, to business and strategic planning, all aspects of sales & marketing, time management, office systems, staffing and compensation…Everything you need to succeed.

For Mentoring Content & Description Click Here

For Mentoring Structure & Fees Click Here

Learn what successful Financial Advisors are doing. You’ll also have access to Max’s full library of Business Plans, Letters, Brochures, Websites, Spread Sheets, Sales Scripts, Marketing Plans and Client Questionnaires – all personally designed to help ensure your success. And finally, you’ll discover the inner qualities that First-Class Financial Advisors possess, and how to incorporate these qualities into your daily routine, to build a business that works for you as well as your clients.

As a top Financial Advisor who developed a nationwide financial planning and investment clientele, as well as Speaker, Author and Mentor to other top Financial Advisors, Max brings a deep perspective that has helped other Financial Advisors of all kinds double, triple, and even quadruple their revenues.

Whether you are looking for boundary breaking strategic thinking, a change in focus, improve your efficiency, hone your skills or prepare your business for succession, this Business Development Program will help you…

Take It To “THE MAX!”

Want To Explore What We Can Accomplish Together?
Fill Out The Box At The Left To Schedule
A FREE 10-15 Minute “Get Acquainted Call”

There is an ancient proverb that says,
“When the student is ready,
the teacher appears.”

Are You Ready?

Back To Business Services