60-90 Minute Keynote Addresses
Half & Full Day Workshops
7-Day Summer & Winter Retreats
All Designed To Help Participants
“Take It To THE MAX“
Two Keynote Presentations:
“Motivation With A Message”
Appropriate For All Groups
Success Is A State Of Mind
Do your people need “a checkup from the neck up?” Drawn from Max’s Book, this energizing keynote address provides the necessary “mental floss” needed to clear away all the distractions keeping your people from focusing on the essential inner qualities of Success. Learn Why You Earn What You Do; How To Recession Proof Your Mind; Wake Up Feeling Great Everyday; Overcome Any Obstacle; Think Bigger And Accomplish More Than You Ever Thought Possible. It’s not enough to douse yourself with gasoline, you’ve got to set yourself on fire! Start living 200% Success(TM) in business & life. Filled with practical “how to” tips for building the business of your dreams and living life to the fullest. This is a fun, inspiring, interactive motivational talk without all the screaming.
The Keeper Of The Keys
From Max’s New Movie co-starring Jack Canfield (Chicken Soup…), Marci Shimoff (Happy For No Reason) and Dr. John Gray (Men Are From Mars…). Dive deep into the true nature of 7 keys to living a great life; Appreciation, Harmony, Faith, Courage, Passion, Empathy and Vision. Each key is explored in depth and applied to business and life. Learn what top entrepreneurs know, and how you can join “The 2% Club.” Learn firsthand the incredible story of synchronicity behind this movie, and specific techniques of how to apply it to your own life. No fluff, just a lot of inspirational meat and potatoes, washed down with a healthy dose of humor to help digest it all.
8 Practice Management Skill Building Sessions
Specifically For Financial Advisors
12 Steps To Building A Great Business
This is the perfect Keynote to kickoff or end your conference. Max draws from his 30 years experience of building successful businesses. See exactly how over half of Max’s mentoring clients consistently achieve record results, even in the midst of a recession. Filled with practicality, humor, motivation and insight, this talk focuses on what it takes to raise your business to the next level and reveals the 12 step path every Advisor must travel regardless of where you are now in your career. Become more efficient, take more time off while earning more money. Here’s a complete practice management guide in only 60-90 minutes.
Marketing Magic: Getting The Clients You Want & Deserve
Never make another cold call again! No more cold calls, cold mailers or time-sucking social media that drives compliance crazy. Upgrade your book using low cost/no cost marketing to get more Clients that are right for you. In this skill specific presentation, Financial Advisors learn How To Master The 3 M’s Of Marketing Magic: The Market, The Message & The Medium. Claim your area of expertise, define your target market(s) and create Ideal Client Profiles going beyond income and occupation. Discover the four paths for creating uniqueness, answering the question, “Why should I hire YOU?” Learn how to create a viable marketing plan that guarantees your success.
How To Obtain Pre-Qualified Referrals
Who Are Expecting Your Call
Referrals are the #1 way top entrepreneurs obtain new business. Most clients are more than willing to provide referrals when asked. But most are never asked. Someone is missing the boat. In this critically acclaimed talk, Max teaches a very simple, sincere, non-manipulative and unobtrusive way to ask for referrals that leaves the integrity of all parties intact. Best of all, it works! Learn Why The Old Ways Don’t Work; How To Feel Comfortable Asking; Word-For-Word What NOT To Say; Exactly When & Where In The Relationship To Ask For Referrals; Finding Your Advocates; What To Do Once You Get A Referral; and How To (Graciously) Turn Down Unqualified Business. It’s free, easy and fun to ask. This talk could easily be the most important hour of your career.
The Big 10 Questions Every Client Is Thinking,
Even If They Don’t Ask
You’ve done your marketing correctly, and you’ve got a qualified prospect sitting in front of you ready, willing and able…Now what? Before any client feels comfortable enough to give you a substantial amount of business, you must remove all their uncertainty by answering all their questions – even if they don’t come right out and ask. Easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview process without being “controlling.” Transcend objections before they arise, remove uncertainty and enable clients to hire you in just one meeting. In this talk, Max reveals not only the questions, but also shows you exactly how to develop killer answers. At the end of the interview your prospect will say,
“This sounds good…How do we get started?” instead of, “This sounds good…Let me think about it.”
The Four Step Financial Planning Initial Client Interview
(Qualifies For 1.0 hr Planner CE)
The Four-Step Financial Planning Initial Client Interview ascertains the client’s planning needs, communicate what financial planning is, how it works, and establish the planner/client relationship by managing the expectations of all parties involved. In this talk, planners learn a consultative process is respectful, sincere and helps build long-term relationships from the beginning. Learn How to Instantly Qualify Anyone You Meet, Quote & Collect Fees With Confidence, Close New Business In Just One Meeting, Ascertain All Of Your Client’s True Concerns, Immediately Stimulate Genuine & Meaningful Conversation, Generate A High Degree Of Comfort, Compete On Levels Other Than Price Or Performance, Position Yourself As A Professional Advisor As Opposed To A Salesperson, Explain What You Do For A Living, Determine What Your Client Expects From You, and How To Distinguish Yourself From Your Competition So You Become The Benchmark.
Keeping The Main Thing The Main Thing:
What would you do if you had all the time, money, contacts, energy and resources in the world? What if you knew, without a shadow of a doubt, that you would succeed? For those who have been setting goals for years without results, this presentation could not only change your business, but your life. Stop thinking small! Recognize The Purpose Of Goals; How To Stay Naturally Enthusiastic Along The Way; The #1 Obstacle To Setting Great Goals; Three Vital Elements For Successfully Accomplishing Any Goal. How To Move From Goal Setting To Dream Building. Get your people back on track, focusing on what’s really important with one of Max’s most popular how-to sessions guaranteed to produce results.
Time Management For Financial Advisors With No Time
We’re all busy 24 hours a day, 7 days a week. And that’s all we’re given. Most time management systems focus on how to cram more activity into this limited amount of time. In this presentation, audiences learn The #1 Time Management Productivity Tool; How The Most Successful People Manage Their Time; 10 Practical Guidelines For Designing A Customized Time Management System; Creating Your Ideal Daily/Weekly Schedule; How To Graciously Avoid Being Interrupted All Day Long; How To Have Unlimited Energy; and What To Do With All That Time You’re Going To Save! Participants walk away with a plan they can immediately use to increase productivity.
Meditate Your Way To Less Stress, More Success
Stress management is on everyone’s mind these days, and scientists are starting to verify the advantages of ancient stress-reducing techniques such as meditation. For over 30 years, Max has studied, practiced and taught meditation to many, including Financial Advisors. In this talk, Max teaches you how to clear your mind for 15-20 minutes twice a day, leaving you feeling like you just got eight hours of uninterrupted sleep. By releasing stress from your mind and body, your activity becomes more dynamic, focused and productive. Included in this session is a group meditation, where Advisors can experience benefits right from the first meditation. Ample Q&A time allows for discussion of the mechanics of where, when and how to gain maximum advantage and success.
And Three More, Just For Fun
How To Become A (Highly) Paid Professional Speaker
On land and at sea on luxury cruise ships for over 30 years, Max has conducted seminars inspiring people to action. In this “Seminar On Seminars,” Max teaches you the business of speaking, and how to turn your existing knowledge into multiple streams of revenue. Learn how to market yourself, negotiate compensation and other terms of your contract, as well as what to do before, during and after your talks to help ensure repeat engagements and continue your relationships long after your talks have ended. Also covered are presentation skills, including the effective use of humor, stimulating audience participation, and how to qualify and gain follow up appointments right at your seminar. Sell more products, gain expert recognition and find out what every audience wants to take away from your talk. Want to change lives? Being a professional speaker is one of the most rewarding and highest paying careers you can choose. This presentation reveals everything you need to “Take It To THE MAX!”
Put Me In Coach…I’m Ready!
How To Become A (Highly) Paid Professional Mentor
It’s the old 80/20 rule…20% of the coaches make 80% of the money. Most coaches struggle to make a living. For over 15 years Max has been offering his premium mentoring service, in which he’s helped Financial Advisors from all over the country via phone and the internet. Now for the first time ever, Max shares his program for pulling in the “Bolkabucks.” Learn how to design, package and sell your mentoring program from the bottom up. Also learn how to create different price points, quote and collect fees with confidence, and how to develop a viable business plan for making six figures. Leverage your speaking, books and other products into highly paid coaching clients, and vice versa. For those who want to follow in footsteps of one of America’s premiere Financial Advisor Practice Management Mentor. This seminar, with lots of Q&A, teaches you everything you need to know to succeed in the real world of professional business and personal mentoring.
Love Is The Answer…Now, What Was Your Question?
How The Power Of Love Can Transform
Every Aspect Of Your Life – Including Your Business!
You were born to love! And you can be certain that the love you seek is seeking you at this very moment. To give and receive love is your natural state, and we are all born with an unlimited capacity. Like many intangible qualities, however, love is not so much something we obtain, as it is something we let flow through us, like an electric current running through a circuit. We ARE the circuit, and we control the switch. Just like Dorothy and her red ruby slippers in The Wizard of Oz, we’ve always had the power inside us. The love you’ve been searching for resides within, waiting to be rediscovered and unleashed. This talk helps you align yourself with the positive life force of love. You will see and feel its powerful, practical effects running through all aspects of your life, including your Faith, Family, Friends, Finance, Fitness and Fun! Filled with music, singing and great inspirational humor, this is one of Max’s most favorite and energizing talks.