Keynote Speaker
Practice Management &
Business Success Consultant
"Building First Class Financial Advisors"
Coaching
Testimonials
Check Out These Raving Testimonials From Clients
For Financial Industry Business Consultant Max Bolka
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"Since
working with you, my financial planning fees are up 70% over last year!
We are exactly on target."
Ed Fulbright, CPA, PFS (Fee-Only Planner) / Raleigh, NC
"You are
wonderful...We love you to pieces!...You are also a great marketer!
We received notice of tomorrow's event from 4 sources within the past 2
hours.
Since our last session, I have clients out there working full-time to
get me in front of people. I picked up a $3,000 planning
fee and my
first Million Dollar client... Thanks!"
Joan Masover, Iowa Progressive Asset Management / Fairfield, IA
"I doubled my
income in the first year, and am very happy. I've gotten more organized,
and can't wait to keep going with your program. Sign me up for another
year!" Jan Johnson, WRP
Investments, Inc. / Manchester, CT
"I just closed my
$1 Million Plus Case long distance from Texas. The way you had me do my goals works W-A-Y
better than just listing them
or only talking and thinking about them. I was able to chip away
at a few just because
they were foremost in my mind. I always learn so much from our
phone calls..Thanks!"
Beth Marshall, Sigma Financial Corp. / Ann Arbor, MI
"There is
very little downside to any of this.
Thank you again for opening my eyes
to new possibilities, and for helping me get focused.
For the first time in my career
I have a specific idea of what I want
to do. I have a new confidence, and I
owe most of it to you."
Sarah Simonson., CFP - WFG Group, LLC / Boston, MA
"It's one thing to write goals. It's another to see them come to
fruition. I've seen a 20% increase in my
business, and I like the introductory kit....very impressive. You've
made yourself absolutely indispensable.
It's very hard to engage in this program
and not have it affect every
area. It's great to have you in
my life." John Ager, CFP, CPA, PFS -
First
Citizens Bank / Charlotte, NC
"What I
discovered half way down Page One of
the Marketing Module was worth your entire consulting
fee for the year."
Cat Wagner, Executive Director - Hollander
Asset Strategies / Calabasas, CA
"I just got off the phone with my client. At the end, he asked,
'So, how do we get started?' ...Just like you
predicted! I've been taking in
so many new accounts, I haven't even had time to do
your coaching!...This is a good problem, right?" Gary Matthews, First
Affirmative Financial Network / New York, NY
"Since
signing on with you, I've been
getting bigger and bigger clients.
If it weren't for you, I would have left the business by now.
Stuart Seffrood, Seffrood
Financial Services / Warren, IL
"Thanks for the
session follow up and your concerns... I'm
doing great! I've gone out on my own, I know
who my clients are, and we're figuring
out how to reach them.
Had I stayed where I was, I'd have 1,000 clients by now and no time
to
look for new clients or service the ones I had. Not my idea of success. I am excited about my future in
this business!"
Debbie Cole, Benefits Advisory Group,
/ Jacksboro, TN
“At first, deep down, when we did my goals,
I've got to admit, I didn’t believe it...I do now!
We’re closing on our beach house next
month! Plus, I took 8 weeks off.
I no longer take any work home with me at night...it's great!” Tommy G. Lewis-II, First Financial Group / Raleigh NC
"You were a big
help with the engagement letter coaching last week.
The client with substantial assets (whose expectations I managed as
you advised)
sent me her deposit today! Thanks again!"
Mark E. Reich, CPA, CFP, PFS (Fee-Only Planner) / NYC
"Max, I've just
got to tell you... Since we agreed to start working together, I have felt a tremendous amount
of stress just melt away.
Even my wife noticed how much more confident I am."
Forest Birnel, Dain Rauscher / Fargo, ND
"I'm at 75% of
my goal and I still have half a month left!
(Now is when you slap the table and yell 'ALRIGHT'!)
I'm calling you my 'Attitude Adjuster' because I can FEEL the difference
in my ATTITUDE and I am certain my prospect/clients can too."
Forrest Birnel, Dain Rauscher (Two Weeks Later) / Fargo, ND
"Thank you for
all your help. You have certainly provided more time and assistance than
I ever imagined. I've learned enough
marketing from you, I could
write a book!"
David Blain, Blain Investment Counsel / Money Manager / Fayetteville, NC
"It (the creation of a
customized business plan) miraculously worked!"
John Sullivan, Ford Financial / Gillette, NJ
"Since
I've been working with you, I've positioned myself in such a way
that I've had access to more Million Dollar accounts." "You are a blessing to
our profession."
Tom McAuliffe, Linsco Private Ledger / Walnut Creek , CA
"I can't believe how I
feel after defining what I want.
Once you start defining, it just flows out of you... Let's do it!"
Jeff Peters, Retirement Resources / Bettendorf, IA
"Just met with a young
couple.
I didn't think they qualified for my services (only had $60,000 in
savings),
but I went through the 4-Step Interview Process anyway- and guess what? They hired me on the spot - a
Financial Plan for $4,000! I feel like I'm getting more in
touch with my life's true work...
Thanks!"
Mark E. Reich, CPA, CFP, PFS (Fee-Only Planner) / NYC
"You do an
exceptional job in coaching.
You helped us focus in on different issues that were confusing,
and showed us how to manage the business more
effectively."
Tom Dundorf, Family Wealth Partners /
Charlotte, NC
"It's exciting... I've
been thinking non-stop about the potential here.
I'm so glad I have you! I can see that with your assistance, I'll build
a strong base
for my own business, and do it right, with my goals in mind. Thanks for
all your support!"
Debbie Cole, Benefits Advisory Group / Jacksboro, TN
"I have no doubt
the work we did together helped prepare me for the initial
interview with my $8 million potential client. At the end of the
consultation he said, 'This is exactly what I need.' "
Dalen Farmer, Lincoln Financial Advisors / Nashville, TN
"My income
is fabulous...
I've already earned more in the first
quarter than all of last year!"
Jacqua Miller, Social Equity Group / Santa
Rosa, CA
"At first I thought you
were kidding!...
Then, when I realized you were serious, my
productivity
immediately went up 20% since implementing
one of your time management
tools."
Jack Gregory, Jefferson Pilot Securities /
Los Angeles, CA
"Anyone could
benefit from the communication skills you teach.
I wish I had met you 10 years ago!"
Richard H. Leigh, Jr, Northwestern Mutual Life / Raleigh, NC
"My whole
attitude has changed. We've already
gotten several appointments...It works!" Catherine Perry, Salomon Smith Barney / Raleigh, NC
"Your systems and
time management tips are the best. Now my staff comes up to me and says, 'Hey, you
shouldn't be doing that!'...I love it!"
Ken Stone, Stone Financial Retirement Planning /
Cincinnati, OH
"Your
response to the objection that
our fees are too high is brilliant! Every one of my people who
were on the call said how impressed they were. We have changed our entire
approach, implementing many of your
suggestions, and have seen an immediate
improvement." - Vic Roman, U.S. West, LLC
/
Calabasas, CA
"Max, the 4-Step
Interview process worked exactly as you said it would. The client had their checkbook out before I had even
finished speaking
Also, thanks for the article from your library.
You saved me at least a day of labor by not having to do it myself"
Jim Cannon, CPA, PFS, CMA, Cannon Financial / Cookeville, TN
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
