MAX BOLKA
"Building First-Class Financial Advisors"

ARE YOU READY TO
SCALE YOUR BUSINESS?

Fast-Track Your Growth
To $1M, $2M Or $3M

We Show You How
And Guide You
Each Step Along The Way

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Everything You Need
To Grow Your Business

Get the tools, techniques, trackers and templates you need to rapidly grow your practice, along with strategies and systems structured into modules which can be effectively added to any business, regardless of size or compensation model.

ELITE ADVISOR PROGRAM
Phase I

The ClearFP®
Advisor Course™

It all starts with a Five-Week, Five-Module Overview that combines online material and bi-weekly individual mentoring. In this course you’re exposed you to the fundamentals of how to scale your business, and exactly what it takes to play at this level…From mindset to money, we cover it all, including:

Mindset
Utilize mental shortcuts to stop wasting time on unproductive emotions.

Values
Learn how the values of Education, Choice, Transparency & Empathy come together to form a firm foundation for your success.

Time Management-I
Focus your time on the most profitable client relationships with efficient segmentation.

Client Management
Improve your ability to identify client preferences to better serve and retain them.

Planning
Learn a simple to use, yet compelling client-facing presentation for financial planning that we call The ClearFP Clock™.

Appreciate
Showing your clients you truly appreciate them requires more than just having an event.

Convert
Convert clients into strong referral sources, competitively driven to refer new business.

Grow
Optimize your time as chief revenue officer to magnify top line growth.

Leverage
Effectively delegate all non-revenue producing activities to create exponential growth.

We’ll even throw in a free practice valuation if you like. Don’t just increase revenue…Build value! Discover how much your practice is worth, and how to maximize its future value.

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ELITE ADVISOR PROGRAM
Phase II

Take It To The Max!

Phase II consists of weekly group coaching calls plus bi-weekly individual mentoring calls. Learn from the best and share with the rest. Here’s what we cover:

Goal Setting
If you had all the time, money, contacts, energy and resources, what would you do? Learn how to think bigger and accomplish more than you ever thought possible, remove the blocks to your success and define and achieve your highest goals.

Messaging
Create a mission that’s more than a mere marketing cliché; It’s a commitment that gives you purpose. Develop authentic answers to The Big 10 Questions Every Client Is Thinking Even If They Don’t Ask. Create consistent talking points to use on your website, in your emails and during the client interview.

Business & Strategic Planning
We show you exactly what an Elite Advisory firm looks like from the inside out. Then we help you customize it according to your goals and mission, including a revenue plan and service model, systematizing every aspect of your business along the way.

Marketing Magic
When you market halfheartedly it shows. Select from among 20+ proven marketing methods, many at low cost or no cost. Or outsource it altogether by signing up for our “Done-For-You” marketing, where Advisors are currently closing 20% on $1M+ cases and enjoying a 10x ROI.

Guaranteed Referrals
Learn how to get pre-qualified referrals who are expecting your call. After just 45 minutes, you’ll be able to immediately start getting referrals. Use a direct, sincere and respectful approach to identify and train advocates on exactly what to say and do. You don’t feel like you’re begging, and your clients don’t feel pressured.

Systematize Your Sales
With our proven Superior Sales System, you learn how to close new business, start to finish, in one week, one hour, one meeting. Our Advisors do it every day. (Really, it’s possible.) You get everything you need to succeed including written, audio, video and live individual Zoom training.

Superior Staffing
Ultimate delegation requires hiring, firing, training, supervising, motivating and compensating great staff. Learn how to find them, coach them and keep them.

Time Management-II
Expand on the principles learned in TM-I and learn how to implement systems that maximize your productivity with the least amount of stress. Account for those 1,000 daily phone, email and text interruptions. Stay clear, calm and focused, always working on what’s most important to you. You also receive important tools for tracking your success as you grow.

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Now You Can
Take Max Home With You
Along With One Of His
Multi-Million Dollar
Financial Advisor Clients…


“Those Who Can’t Do, Teach.
But Those Who Can Do,
Teach Better!”

 

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LEARN FROM THE BEST:


TIM CLAIRMONT
Founder & CEO
Clear Financial Partners®


Tim Clairmont is a successful entrepreneur in the Financial Services Industry.  Based in Portland, Oregon, Tim began his career in 1997 by founding Clear Financial Partners®, Inc., a multi-million dollar wealth management firm.  There he incubated the concept of the ClearFP® Clock™ and turned it into a globally available, free education app for advisors and clients. The ClearFP® Advisor Program™ reveals Tim’s secrets of exactly how to scale your business and reach your next level of success.

 

MAX BOLKA
Industry Consultant
Financial Advisor Mentor


Max is a 30+ year veteran of the financial services industry who built a nationwide Financial Planning & Investment clientele, serving clients from New York to Hawaii. He sold that firm 20 years later. For the past 25 years he’s been helping Financial Advisors grow their business through comprehensive practice management mentoring, guaranteed marketing programs, buy/sell and succession planning and implementation, as well as through the collaborative opportunities listed below.

COLLABORATE YOUR WAY
TO THE TOP

No One Makes It Alone
In This Business,
And No Individual
Can Meet All The Needs
Of Every Client

“If You Want To Go Quickly,
Go Alone…
If You Want To Go Far,
Go Together.”

Elite Advisors gain access to our network of Professional Advisor teams, with the opportunity to collaborate and bring unique services to clients, such as:

ClearFP®LifeTM
Partner with a Life Insurance Retirement Plan (LIRP) specialist and increase your top-line revenue while producing tax-free retirement income for your best clients.

Comprehensive Legacy Planning
Go beyond Estate Planning, leaving what you want, to whom you want, when you want, with a minimum of tax and maximum control.

Income & CG Tax Reductions Plans
Legally reduce Income Tax by 30-40% per year and eliminate Capital Gains Tax altogether.

Master Planning For Business Owners
Help build wealth, transfer/sell the business up to 99% tax-free, and invest the proceeds, paying a fee only when their account goes up in value.

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Want To Find Out More?

Read below about the success other Advisors are enjoying. Then contact us directly for a free, confidential introductory call to discuss your situation, and see if the Elite Advisor Program is right for you. We look forward to speaking with you and to helping you scale your business.

  • "Followed Max’s sales system to close my new prospect in six days, start to finish. Turns out they have a total of $6.1M. We initially received $3.5M to invest. Max is the real deal. Man of his word, and patient as can be, which I need… LOL!:"
    R.J. Kelly, ChFC®, CLU®, CAP®, RICP®, AEP®, CEPA®, MSFS, IAR Wealth Legacy Group, LLC / San Diego, CA
  • "Just quoted a $3,600 first year planning fee, plus renewal fee. After going through your 4-step interview, the first thing they said was, 'When can we get started?' Thought you might appreciate that."
    R. Michael Burton, CFP® Everence / Soldotna, AK & Fresno, CA
  • “Max's system has grown my business tremendously. For example, at 6:13 PM I received a $3 million lead, and at 7:09 PM the lead replied he wanted to speak with me the next day. I have Max to thank that. He's the help I've been looking for the past 15 years.”
    Jim Shagawat, MBA, CFP®, ChFC® AdvicePeriod / Paramus, NJ
  • "Thank you so much for always being so amazing! You brighten everyone's life; From mine to my assistant, to our networking groups. (Please don't go anywhere!)"
    Happy Franklin, CDFA®, AAMS® Hilltop Securities Independent Network / Dallas, TX
  • "I really appreciate your commitment to my success. I can't imagine any Business Advisor caring more about his client. (And you can quote me on that!)"
    Clifford O. Straub, CFP®, MBA Lifestyle Financial Strategies, LLC / Middleton, CT
  • "Your system works! Got hired by the $10M lead from your program to do a plan for $5,000 using Zoom the way you taught me. They have since engaged me to implement Family Office style solutions for $80k/yr on a three-year contract. Thank You!"
    J.H., CFP® Charlotte, NC
  • "I've added $70k of recurring revenue year-to-date through July 15th 2020. I'm on track to add $120k for the year. Thank you, Max! Keep those Million Dollar Prospects coming!"
    S.J., CFP®
  • "After many years in this business, I finally have six figures cash sitting in my bank account. Feels great! Thank you, Max, for all your help, and for the Million Dollar Prospecting Program & Proven Sales System."
    K.R., AEP®
  • "Max has been our business coach for the past six years, with every year being a record, even in a down market and a recession in 2020!"
    K.A.S., RICP®
MORE RAVE REVIEWS

Let’s Schedule A
FREE 15-Minute
‘Get Acquainted Call’

So I can find out more about your situation
and how I can best help YOU
grow your business.

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