MAX BOLKA
"Building First-Class Financial Advisors"

Build Your Business NOW Regardless Of The Financial, Economic Or Political Environment

Would you like to focus on those aspects of your business which make the biggest impact, earn the most money and bring you the most joy and fulfillment? Max brings over 30 years of experience helping Financial Planners &  Investment Advisors define and achieve their highest goals.

Instead of just giving you information, He personally walks you down the path to higher profits and success. This program is limited to a small number (30-35 per year) of select Advisors who are mentored one-on-one directly with Max (not someone else he’s hired) over the course of a year.

You receive insightful business acumen, along with real wisdom of life, to deliver both the big picture and strategic vision along with the boundary breaking “how to” business and personal skills necessary to achieve “200% Success” – 100% outer success plus 100% inner fulfillment.

For Mentoring Content & Description Click Here

For Mentoring Structure & Fees Click Here

Each Module consists of an Overview to read and Assignment to complete. You are given templates, as well as finished examples as tracks to run on, along with the tools, techniques, scripts, strategies, systems and accountability to help you take your business to the next level. And of course, some of the most affordable, creative & effective marketing tools you’ll ever see.

You are personally guided through a sequential, year-long process that transforms your business from the ground up. From goal setting and developing a meaningful mission, to business and strategic planning, all aspects of sales & marketing, time management, office systems, staffing and compensation…Everything you need to, "Take It To The Max!

  • I doubled my income in the first year, and am very happy. I’ve gotten more
    organized and can’t wait to keep going.
    Sign me up for another year!
    Jan Johnson, CFP® - Cambridge Investment Research, Inc. / Manchester, CT
  • “I just had my best month in the last five years gaining two $5 million accounts that I attribute to your
    Big 10 Questions Every Client Is Thinking, Even If They Don’t Ask,
    and my ability to explain it all in The 4-Step Initial Client Interview.”
    John Simonson - First Financial Equity Corp. / Tucson, AZ
  • “At first I thought you were kidding!…
    Then, when I realized you were serious, my productivity immediately
    went up 20% since implementing just one of your time management tools.”
    Jack Gregory, BOM Jefferson Pilot Securities / Los Angeles, CA
  • “Working with Max was one of the wisest business decisions I have made.
    I am now asking for fees commensurate with my expertise and work.
    My most recent financial planning fee was triple what I used to average
    and my clients gladly pay it.”
    Scott Buttfield, CFP® AIF® Buttfield & Associates / Red Bank, NJ
  • “I just made my biggest sale ever in this business. Hopefully, I’ll be able to say that a couple of more times this year! Our work together has transformed my practice, and I believe will provide huge results as our team matures in the future.”
    Terry King, CFP® FIC - Thrivent Financial / New Orleans, LA
  • “Your suggestions are well grounded with unexpected surprises. It’s amazing how
    two simple and common sense tools can immediately reduce the feeling of stress.
    Knowing there is a plan in place does wonderful things for the brain.
    I am now running my business, rather than my business running me.”
    Teresa Carrelli, CPA Carrelli Tax Preparation / Asheville, NC

For More Financial Advisor
Mentoring Testimonials
Click Here

“How much would you like to grow your business? How fast would you like to grow it? I’ll take you there!”

Learn what successful Financial Advisors are doing. You’ll also have access to Max’s full library of Business Plans, Letters, Brochures, Websites, Spread Sheets, Sales Scripts, Marketing Plans and Client Questionnaires – all personally designed to help ensure your success. And finally, you’ll discover the inner qualities that First-Class Financial Advisors possess, and how to incorporate these qualities into your daily routine, to build a business that works for you as well as your clients.

As a top Financial Advisor who developed and sold a nationwide financial planning and investment business, as well as Speaker, Author and Mentor to other top Financial Advisors, Max brings a deep perspective that has helped other Financial Advisors reach the kind of success that they previously couldn’t even dream of. But don’t take his word for it…Call his references!

How Much Success Can You Stand?

Whether you are looking for boundary breaking strategic thinking, a change in focus, improve your efficiency, hone your skills or prepare for your exit, get unlimited referrals or grow through collaboration, this Business Development Program will help YOU…

Take It To “THE MAX!”

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.

    Copyright © 2025 Max Bolka. All rights reserved.