Keynote
Speaker
Practice Management &
Business Success Consultant "Building First-Class
Financial Advisors"
Now You Can Purchase The Following Knowledge
Products
And Let A 23-Year Veteran Of The Industry
Personally Walk You Down The Path To Success
12 Steps To Building A Great Practice
$15.00
60-Minutes CD
In this one hour CD, Max reveals the
path every Advisor must travel in order to take his or her business to
the next level. You'll learn not only what to do, but how to do it,
including how to focus on your most important activities. Discover your
purpose and reignite your passion, create a business plan, and develop
successful marketing strategies and sales systems. See how better time
and stress management can profoundly effect your future. Start defining
and achieving your highest goals today! Complete overview with
practical tips.
The Big 10 Questions Every Client Is
Thinking
$25.00
(Even If They Don't Ask.)
60-Minute Live Presentation CD
Easily, effortlessly and automatically establish credibility, exude
confidence, and maintain control of the initial client interview
without being "controlling"
by having well prepared answers to put on the table in a logical,
professional manner. Gain the knowledge to remove all uncertainty by
knowing and answering the "Big 10" questions, many of which your client
won't even bother to verbalize. Eliminate your competition, who don't
even know what these questions are. See the difference at the end of
your initial interview when your client says to you, "This sounds
good, how do we get started?" instead of, "This sounds
good, let me think about it." Obtain business more quickly.
Marketing Magic:
$20.00
Getting The Clients You Want & Deserve
75-Minute Live Presentation CD
Taking your business to the next level involves upgrading your
Clientele and getting more Clients that are right for you. In this live
recording of Max's seminar, you're right there with him as he explains
to the cream of the crop:
"How To
Master The 3 M's Of Marketing Magic:
The Market, The Message And The Medium."
Claim your area of expertise. Learn how to define your target market(s)
going beyond mere income and occupation. More important, learn the most
effective ways to reach them. Discover how you can create uniqueness
and answer the question every client is thinking, "Why Should I
Hire YOU?"
Learn the secrets behind what one of the industry' leading journalists
called "One of the best brochures I've ever seen on the subject of
financial planning. Way ahead of the curve."
How Do You Spell Success?
$10.00
30-Minute Live Presentation CD
These 30 minutes are drawn from 23 years of experience on the front
lines.
In this live recording at The National Association Of Philanthropic
Planners, Max reveals how to connect with Clients, showing you what
they really want, and how you can give it to them.
In addition, you'll get a peek at the future of the financial services
industry,
and what you need to do to stay on top! A must for any Advisor
wanting
to go beyond the numbers and get to the heart of the matter.
Coping With Market Uncertainties
$15.00
(What To Tell Clients NOW)
Client Seminar
Everywhere you turn, consultants & the media are saying you must
stay closer to Clients now more than ever. Solidify your existing
Client relationships or risk losing them. But no one shows you
exactly how...until now.
This data CD includes Introduction, Instructions, Sample Invitation,
16-Page Script and 52 PowerPoint Slides to visually reinforce your
message. Use this content rich CD to go out and talk to clients in a
group setting confidently and intelligently, disussing what's happening
right now in the financial world.
Bring in new clients by taking charge and communicating at times when
other advisors are afraid to contact their lients...Max shows you how.
Included
with your purchase of this package is a free 1/2 hour consultation
directly with professional coach Max Bolka regarding the best ways to
market and implement your seminar(s), ...A $250 value. Just call to
schedule your appointment. You will receive personal support in planning and
execution..
Get off the performance treadmill, and start reaching new highs right
NOW!
Love & Money (New)
$15.00
60-Minute Radio Interview CD
Drawn from Max's forthcoming book
entitled, "Love Is The Answer...
Now, What Was Your Question?" this high quality radio interview
connects these two seemingly unrelated subjects with uncanny wisdom.
Filled with practical advice for anyone looking for guidance with
career, love or money, this CD makes a great gift for your Clients as
well. Show them your appreciation and strengthen your
relationship with this insightful CD. Prove to them that you care
about them and their family, and that you're more than just about the
numbers.
Take It To The Max! - Set of all 6 CDs
$90.00
You Save $10.00
Order the entire set of six practice
management CDs for just under $100. You'll listen to them many times
over and gain more wisdom each time.
Comprehensive
Business Consulting P.O. Box 15765, Asheville, North Carolina 28813
Nationwide:(800)
472-3288 Local:(828) 299-7038 E-mail Max at max@maxbolka.com