The Spirit Of The Financial Advisor
Mentoring Program
12 Steps To Fulfilling Your Highest Goals
And Achieving “200% Success”
Program Structure & Fees
Structure: The program is structured as 12 Modules over 24 sessions during the course of one year. Each Module pertaining to a different aspect of what it takes to be an Enlightened Entrepreneur. Each session is conducted directly with Max via telephone, at the rate of one session every two weeks, less two sessions at some point during the year. You also have access to Max anytime in-between your sessions via phone and email. Faster tracks are available upon request for an increased fee.
Flexibility: Each Business Development Program (BDP) Entrepreneur has different needs. Therefore, within the structure of the 12 Modules, clients may choose to emphasize certain areas in which they feel the most help is needed. Similarly, certain areas may be de-emphasized. However, each entrepreneur should recognize the logical sequence and comprehensive nature of the program, being careful not to short circuit their effectiveness by eliminating any key elements.
Suitability: While this program is suitable for any entrepreneur, because of Max’s background, it delivers extraordinary results to Financial Advisors of all kinds, (Independent Financial Planners, RIA’s, Asset Managers, Wholesalers, Bankers, CPA’s and Insurance Agents), Speakers, Authors, Coaches, Salespeople and other high level professionals. There is no minimum income requirement, maximum limit, and is suitable regardless of your compensation method. Past participants have experience ranging from first year “Rookies” to 35-year veterans. More important is the attitude each candidate brings to the table. You should be ready, willing and able to change your current mindset and take action. The more entrepreneurial you are, the more this program applies directly to your daily work. Group training is also available.
Commitment: As a BDP Client and student of “The Enlightened Entrepreneur Program” you receive an Overview of each Module, usually containing 4-6 pages. In addition, you are required to complete an Assignment relating to each Module. Some of these Assignments are relatively simple, some are more complex. On average, it will take about an hour to read each Overview, and another two hours to think and complete each Assignment.
E-mail with Microsoft Word & Excel is the required method for communicating your written work. Assignments are due one week before your telephone session, allowing time for Max to review and prepare for your appointment. You will always have at least two Modules in hand, so you can put in extra time in any area you choose. Max spends a lot of time reviewing each Assignment, preparing for your telephone session, making notes and “cleaning up” afterwards, plus time actually spent working on your business. You receive a Work Status Report (WSR) and an agreed upon To Do List after each session.
Fees: Choose from among several payment options available, with discounts for prepayments.
Payment Plan Annualized Discount Amt Discount %
$1,000 Monthly $ 12,000 $0,000 0.00%
$2,750 Quarterly $ 11,000 $1,000 8.33%
$5,000 Semi-Annually $ 10,000 $2,000 16.67%
$9,000 Annually $ 9,000 $3,000 25.00%
Payments are accepted via PayPal, check or credit card (MC/Visa only). The first two Modules are emailed as soon as payment is received. You pay for any long-distance telephone charges during your sessions. Upon sign up, you will be given a separate, private consultation line to call for all consulting sessions. Year two starts 12 months after sign up, regardless of how many sessions have occurred. Entrepreneurs are encouraged to do all assignments and keep all appointments, except for agreed upon allowances for emergencies.
Service: You may call the toll-free number for guidance, clarification and answers to questions anytime in-between your sessions. Max returns all calls promptly…Usually within 1.5 hours if he’s in another session, always the same half day. If he’s out of town speaking, your call may be returned by the end of the day or in the early evening. You will always be told if he’s out of town speaking, and when you can expect a return call. In addition, you may call anytime “just to check in.” You are hiring Max be your full service, Comprehensive Business and Personal Advisor.
What You Can Expect: You receive 12 Overviews, 12 Assignments, 24 sessions, access to telephone and email support as needed in-between sessions, same-day return call service, and an irrevocable commitment to your success. You also receive 30 years of planning, business, legal, marketing, sales and entrepreneurial experience in building two highly successful nationwide businesses. You receive access to Max’s entire Library of templates and samples of letters, brochures, etc. Finally, you receive a proven business and personal development program designed to help you define and achieve your highest goals.
References: Names & telephone numbers of satisfied Clients area available upon request.
For a list of raving testimonials Click Here.