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

THE FUTURE OF THE FINANCIAL SERVICES INDUSTRY

Successfully Managing Change In An Uncertain World

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 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 Confidently Managing the 3 C's of Change:

• The Consumer

• The Competition

• The Compensation Structure

 

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© 2004-2005 Max Bolka
Managing Change
Coping With Change