|
|
|
Why
Hire A
Professional What are great Financial Advisors doing
to stay on top of their game? They're hiring professional
business consultants & coaches with credible experience to ensure
their success. We've all used them, myself included. Why reinvent the
wheel? Hire someone
who's been there, done that. If you're serious about this
profession, Why Max
Bolka?
Experience
- 23
years experience serving a nationwide financial planning &
investment clientele. Not just another industry business consultant, I
ran a practice just like you. I have been on the front lines,
facing the exact same challenges that you face every day. Many business consultants (and particularly those in the area of practice management) have absolutely no idea what we do for a living. I've had plenty of "face time" with clients, and can often suggest word-for-word phrases of what to say or do. Vision
- I intentionally cultivated a nationwide
clientele, and can show you how it's done. Personal - All telephone consultations are conducted directly with me, not with someone else I've trained. The financial advising business has always been about personal attention. That's how I built a business of satisfied clients over the years, and that's why your complete business development program is structured the same way. Committed - You will find I am as committed to your success as you are. Rather than just give you information packets and cut you loose, I walk you through step-by-step. We design and implement a customized business plan & marketing strategies that ensure your success, suitable for your strengths, your area of expertise, and the type of clients you want to attract. Marketing Muscle
- Create a system
for bringing in a steady
stream of new Clients. Comprehensive - We examine all aspects of your business, helping you do whatever it takes to succeed. Advisors don’t think of me as simply a coach, but rather as their very own personal comprehensive business consultant.. Why Now? Change
- Our business is rapidly
changing, as are most other business out there. What I call, "The 3C's
of Change"...The Consumer, The Competition, and The Compensation
Structure. While many Advisors are very comfortable right now, everyone
knows there's something brewing in the air. Look around you! I teach
you how to confidently & proactively take control of your business
and
successfully embrace these changes. Limited Number
- Like everyone else, my
time is limited. I select a small number (20 max.) For Program Description Click Here For Fees And How The Program Works Click Here
|
