MAX BOLKA
"Building First-Class Financial Advisors"

Less Stress + More Success = Practice Management Perfection

Whether you’re looking for that perfect keynote practice management or motivational speaker, a mentor who’ll show you business building strategies and revenue enhancing programs to help you take home as much income as you like, or online options to help grow your business at your own pace, let me walk you down the path to higher levels of professionalism and profits. I’ll teach you how to think bigger, take action and accomplish more than you ever thought possible.

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    About Max

    Keynote Speaker, Business & Financial Advisor
    Practice Management Mentor

    Max Bolka is a 30+ year veteran of the financial services industry who built a nationwide Financial Planning & Investment clientele. In 1985, after three years in the Investment Banking business, Max started his own Independent Financial Consulting & Investment Services firm, serving clients from New York to Hawaii and abroad. He sold his firm in 2000, and continues to train and partner with other Financial Advisors to provide Income Tax Reduction Planning for both Business Owners & W-2 wage earners, Comprehensive Legacy Planning for HNW families and Master Planning for Business Owners. He partners with some of the highest level Wealth Managers, CPAs, Certified Tax Strategists, Tax Attorneys, Estate Planning Attorneys, Exit Planners & RIAs in the country.

    MORE ABOUT MAX

    Success Is A State Of Mind

    In this powerful book, Max shares his secrets and reveals his remarkable insights of how to dream big and use the natural power of your mind and spirit to achieve what up to now you may have never thought possible! Filled with lots of practical “how-to” advice and tips, this book gives Financial Advisors the perspective to stay motivated, break out of a slump, feel great every day and “recession proof” your mind.

    Start living 200% Success™ today!

    Get A Sneak Peek Of
    “Success Is A State Of Mind”

      Max Has Over 30 Years Experience Helping Financial Advisors Like You Define & Achieve Their Highest Goals

      • "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
      • “My $10M prospect signed up last night.
        We went to dinner and had a great time.
        This is now my largest client. Your help was invaluable to making it happen.
        You can use me as a reference any time. Thank you!"
        Jordan Gibbs, CFP®, RFC® Heritage Wealth Management / San Diego, CA
      • “I went through the 4-Step Interview Process anyway- and guess what?
        They hired me on the spot – a Financial Plan for $4,000!
        I’m getting more in touch with my life’s true work…
        Mark Wright, CPA, CFP ®, PFS Wright Financial Planning / New York, NY
      • “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 clients gladly pay it.”
        Scott Buttfield, CFP ®, AIF® Buttfield & Associates / Red Bank, NJ
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