Keynote Speaker
Practice Management &
Business Success Consultant

"Building First Class Financial Advisors"

 

THE FUTURE OF THE FINANCIAL SERVICES INDUSTRY

How To Confidently Turn Crises Into Opportunities

With the online onslaught and a highly competitive, rapidly changing marketplace, many advisors
are being put on the defensive.  Learn how to take a proactive stance.  Confidently Manage "The 5-C’s”
Of Change and position yourself as a highly paid Advisor.  Compete on a basis other than price, giving Clients what they really want.  Learn how to model your practice after other professions, and turn industry crises into opportunities. Create value as a trusted Financial Advisor by adding to your client’s quality of life

Includes Examination And
How To Take Advantage Of The Changing:

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© 2004-2005 Max Bolka
Leadership Seminar & Keynote
Leadership Speaker