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

THE SPIRIT OF
THE FINANCIAL ADVISOR

Practice Management
Business & Personal Development Program

12 Steps To Fulfilling Your Highest Goals

Program Content & Description

Module #1: Where Are You Now?
History & Evaluation Of Current Business Conditions
This introductory module examines where your practice is now.  For anyone who's been in the business any length of time, this may be the perfect opportunity to look at what you've built, decide what's working for you and what's not, tear it apart and prepare to do some remodeling.

Module #2: Where Do You Want To Be?
Taking Back Control of Your Business & Life
Clearly defined and well written goals provide focus and direction for all your activity.
Many advisors have never learned how to properly set meaningful, yet achievable goals.
We figure out in specific, quantifiable, measurable terms what you really want, why you want it, and lay out a plan of how to get there.

Module #3: Why Are You In This Business?
Integrating Your Strengths & Beliefs With Your Mission
In this session, we look at your strengths, values and beliefs, and then create a benefits laced, client oriented Mission Statement of what you do and who you do it for. This becomes your "goal of all goals" to which you can surrender, commit and become passionate about.

Module #4: Gathering The Horses
Assessing Your Resources / Becoming The Best
An inventory of both your personal and professional resources compared to what you need to accomplish you goals as stated above.  What is it going to take to become the leading expert in your field?  Emphasis is placed on charting a career path to success. Being the best at what you do is one way to distinguish yourself in the marketplace. You develop a powerful system of
self-motivation that naturally comes from within, along with the confidence to achieve your goals. You also create a competitive advantage for yourself.

Module #5: Planning For Success
Developing A Viable Business Plan For You
There is no one way to be a success in this business.  There is no magic product. There is no secret formula. But you must have a plan.  Most advisors simply work as hard as they can,
pick their head up at the end of the year and see how much money they made.  The irony is,
they may be good technically at some aspect of financial planning, but those very same
advisors lack a comprehensive business plan for their practice.  Top advisors have a purpose and a plan. Together, we'll customize a one for you.  By the end, you'll know exactly how many clients you can serve, how to set fees and minimum account sizes necessary to reach your financial goals, effortlessly scheduling all the vacation time you need to rest and rejuvenate.

Module #6: Marketing Magic
Identifying / Getting To The Clients You Want And Deserve
While a business plan tells you how many Clients you'll need, a marketing strategy tells you who they are, where to find them, and how to reach them. This session teaching you how to cultivate a higher quality clientele, identify your "natural" target market(s) moving beyond income, and discover what critical points need to be included in all your communications. You also learn how to customize 16 great ways to market your practice, transcend your current marketing limitations and expand your horizons. Personal guidance in developing marketing communications as well as strategies for all your marketing needs. You receive a complete, step-by-step custom marketing system along with powerful marketing materials.

Module #7: Natural Salesmanship & Relationship Management
Nice Guys Finish Rich
Once your marketing gets you in front of the right people, this module teaches you what to say. Building and sustaining high quality relationships is still a key to success in this business. Now more than ever, you must communicate and manage these relationships effectively if you expect Client loyalty.  New times demand new ways of selling and servicing Clients.  Learn how to instantly qualify anyone you meet, and how to build an entire business through pre-qualified referrals who are expecting your call. Learn how to give more, get more and get real.

Quote fees with confidence, and confirm your value as a trusted, expert Financial Advisor.
Learn an easy 4-Step Initial Client Interview process designed to obtain new business in
just one meeting.  Become skilled and customize your answers to The Big 10 Questions
Every Client Is Thinking, Even If They Don't Ask.

Module #8: Time-Less Management
Develop Office & People Systems For Taking Time Off
Top Financial Advisors know how to prioritize, delegate and eliminate certain tasks. The first step in time management is to become aware of where your time is being spent now. This module shows you how to organize your time and office management systems so you can
"get a life" (which makes you a better Financial Advisor). We examine your use of technology, learn how to be accessible without being on call, along with the single most productive planning tool you need to use daily.  Find out how to stop your "service liability" from killing your time.

Module #9: How Much Is Enough?
Reducing Stress & Increasing The Quality Of Your Life
The last third of this course focuses on the deeper issues, the very core that helps catapult you over the top, and fulfill your sincerest & highest goals. We examine values which most Advisors never question, to ensure your happiness as well as your career success. Practical issues in this module include how to avoid losing a lawsuit (very useful), and how to negotiate the purchase or sale of your financial advising business. You also learn the key to management vs leadership.
All work and no play makes for a dull Advisor. Tips for getting and staying  healthy along with major ways to reduce stress in your business and your life..

Module #10: Advanced Marketing Magic
Positioning Yourself As A Highly Paid Advisor
In today's marketplace, it is no longer enough to merely promise and deliver a superior service. To become a truly great Financial Advisor, you must create value by adding to your client's quality of life. Learn how to create a media campaign for little or no money, and how to document your accomplishments that continually build value. This session teaches you how to solidify your position as a leading expert in your field while continuing to upgrade your business and attract your ideal clientele..

Module #11: The Future Of The Financial Services Industry
Crises Into Opportunities
A broad perspective and a clear vision are needed to thrive and prosper in the coming years. Our business is rapidly changing, as are most businesses out there today.  This module examines
"The 3 C's of the industry" - The Consumer, The Competition & The Compensation Structure. You gain the confidence and skill necessary to proactively deal with these issues amidst all the changes. You build your business purposefully, learning significant tips from other professions.

Module #12: Understanding Universal Laws & Essential Qualities of Success
An overview of The Laws of Prosperity, as well as necessary Inner Qualities For Success. Understanding these laws and internalizing these qualities make up what is often called,
The Spirit of The Financial Advisor.  The legends of our business who have achieved both inner & outer success know these secrets.  Have you ever noticed how two Financial Advisors can talk to the same number of Clients, explain the very same concepts, say the same exact words, and yet somehow achieve vastly different results? 

As Emerson said, "Success depends primarily upon who you are, and only second,
by what you do."  Learn how to apply these constant, universal laws & qualities to
the ever-changing world of business and finance. For the true professional, school is never out. Opportunities exist for continuing our relationship.

For Fees And How The Program Works Click Here

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Comprehensive Business Consulting
P.O. Box 15765, Asheville, North Carolina 28813
Toll Free: 800-472-3288  Local: 828-299-7038
E-mail Max at max@maxbolka.com

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Business Coach

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