• “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 income is fabulous…I’ve already earned more in the first quarter than all of last year!”

  Jacqua Miller
  Social Equity Group / Santa Rosa, 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

• “My fee revenue is up 34% for the year as a direct result of us working together, and my new introductory kit is golden! Thanks for helping me fine tune my business.”

  Terry Sullivan
  Raymond James / New Orleans, LA

• “Last year was my best ever for revenue at $1 Million. This year is shaping up even better with a 16% increase. Last year I took the entire month of August off. This year I”m going for 8 weeks…then 10!”

  Rick McMahon, CFP ®
  Heritage Capital Advisors, LLC / Glastonbury, 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
  Morgan Stanley / Tucson, AZ

• “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 really transformed my practice, and I believe will provide huge results as our team matures in the future.”

  Terry King, CFP ®, FIC
  Thrivent For Lutherans / New Orleans, LA

• “Many Advisors are down 30% in revenue for the year (2009) vs. 2008 so there may be a lot of seekers of your excellent counsel. I’m having a record year! (Note: It’s now 2013, and Randy is having another record year.)

  Randy Martin
  RPM Investment Management / Atlanta, GA

• “I”m having a great year, my best ever in fact, with nearly $1 Million in revenue.”

  William Kring, CFP ®, AIF ®
  Wealth & Pension Services Group / Smyrna, GA

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

• “In accordance with the goals we set up, I’m able to take Friday’s off this Summer, starting tomorrow!”

  Mike Curtiss, MBA, CFP ®
  Envisioning Financial / Brownsburg, IN

• “It’s one thing to write goals. It’s another to see them come to fruition. I’ve seen a 20% increase in business, and I like the introductory kit….impressive. You’ve made yourself absolutely indispensable. It’s very hard to engage in this program and not have it affect every area. It’s great to have you in my life.”

  John Ager, CFP ®, CPA, PFS
  Raymond James Financial / Charlotte, NC

• “I just closed my Million Dollar Plus Case long distance from Texas. The way you had me do my goals works W-A-Y better than just listing them or only talking and thinking about them. I was able to chip away at a few just because they were foremost in my mind. I always learn so much from our calls..Thanks!”

  Beth Marshall
  Sigma Financial Corp / Ann Arbor, MI

• “It’s truly amazing to see my goals get accomplished!”

  Dan Casey, CFP ®
  Financial West Group/ Westlake Village, CA

• “You have had such a significant impact in my life. I love living attuned to the possibilities, and reaching for them without fear.

  There is no doubt in my mind that, without your guidance, I would not stand here today as the proud owner of TWO ventureswith the opportunity to touch people in such a positive way.

  This is an incredibly powerful way to live. Thank you for showing me the path. (And yes, feel free to use this as a testimonial if you wish!)”

  Abby Cain, Goldenwood Financial
  Rock Bottoms Personal Fitness Training Studio / Asheville, NC

• “I can’t thank you enough for the years of coaching and guidance. It was more than just creating a sustainable business model, you helped me create a sustainable business/life model. That is coaching you just don’t get anywhere.

  Your years of experience really shine through. My income increased 35% the first year, and it continues to grow at a high rate. What’s more, my work/life balance has increased exponentially. The process and organization you teach is priceless.”

  Jeff Cashin, CFP ®
  Fifth Third Bank / Raleigh, NC

• “It’s always in my mind how our success is due very much to what you have taught us and helped us with by having you as our coach over all these years! Thanks again for helping us find happiness.”

  Mark Ravinoff, CFP ®
  Sigma Financial Corp. / Detroit, MI

Focus On What You KNOW Is Most Important
Max Shows You How, Step-By-Step

• “You do an exceptional job of providing advice. You helped us focus in on different issues that were confusing, and showed us how to manage the business more effectively.”

  Tom Dundorf
  Family Wealth Partners / Charlotte, NC

• “Thanks for the session follow up and your concerns. I’m doing great!…I know who my clients are, and have figured out, with your help, how to reach them. Had I stayed where I was, I’d have 1,000 clients by now and no time to look for new clients or service the ones I had. Not my idea of success. I am excited about my future in this business!”

  Debbie Cole
  Benefits Advisory Group / Jackson, TN

Could You Use More Confidence & Direction?
How About Less Stress In Your Life?

• “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 feel like I’m getting more in touch with my life’s true work… Thanks!”

  Eric Gaines, CPA, CFP ®, PFS
  Gaines Financial Planning / New York, NY

• “Max, I am so thankful for you today. You’ve given me the push I needed to continue pursuing what I know to be true. I’ve gotten more done in the last two weeks than I have in the past two months! I’m bringing in about $3 million a month. All your great advice literally makes me feel like a money magnet!“

  Dennis Prout, CFP ®
  Prout Financial Design / Traverse City, MI

• “Max, I’ve just got to tell you… Since we agreed to start working together, I have felt a tremendous amount of stress just melt away. Even my wife noticed how much more confident I am.”

  Forest Birnel
  Dain Rauscher / Fargo, ND

• “I’m at 75% of my goal and I still have half a month left! Now is when you slap the table and yell ‘ALRIGHT’! I’m calling you my ‘Attitude Adjuster’ because I can FEEL the difference in my ATTITUDE and I am certain my prospect/clients can too.“

  Forest Birnel (Two Months Later)
  Dain Rauscher / Fargo, ND

• “My whole attitude has changed. We’ve already gotten several appointments…It works!”

  Catherine Perry
  Solomon Smith Barney / Chicago, IL

• “There is very little downside to any of this. Thank you again for opening my eyes to new possibilities, and for helping me get focused. For the first time in my career I have a specific idea of what I want to do. I have a new confidence, and I owe most of it to you.”

  Simon Jakowski
  Oasis Financial / Palm Springs, CA

• “I always have a more positive attitude and increased motivation after our sessions. It’s great talking with you, I learn so much!”

  Steven Herweyer
  Economic Navigator / Albany, NY

Learn The Best Low Cost/No Cost Ways To Add Real Marketing Muscle!

• “What I discovered half way down Page One of the Marketing Module was worth your consulting fee for the entire year.”

  Cat Wagner, Executive Director
  Hollander Asset Strategies / Calabasas, CA

• “Thank you for all your help. You have certainly provided more time and assistance than I ever imagined. I’ve learned enough marketing from you, I could write a book!”

  David Blain, CFA
  Blain Investment Counsel / Fayetteville, NC

• “I am constantly using the tools and techniques you taught me. Just this week I achieved a huge milestone in my marketing plan; I did a ‘financial makeover’ and was featured in Money Magazine.”

  David Blain, CFA (One Year Later)
  Blain Investment Counsel/ Fayetteville, NC

• “Since I’ve been working with you, I’ve positioned myself in such a way that I’ve had access to more Million Dollar accounts.”

  “You are a blessing to our profession.”

  Tom McAuliffe
  Linsco Private Ledger / Walnut Creek, CA

Sincere Selling Skills You’ll Love…

• “Max, the 4-Step Interview process worked exactly as you said it would. The client had their checkbook out before I had even finished speaking.”

  Jim Cannon, CPA/PFS, CMA
  Cannon Financial / Cookeville, TN

• “I opened the conversation with my $6 Million referral the way you instructed. She wants me to manage her account as well as her mother’s and two sisters. In addition, the same CPA has also referred another of his clients with a $10 million portfolio. Thank you for all your help and guidance in these cases!”

  Darrell Armuth, CPA
  Armuth Asset Management / Reno, NV

• “I quoted my financial planning fee with confidence the way you taught me and the replied, “When can we move everything over to you?” It was very stress free, just like you said.”

  Katherine Waters
  Waters Financial / Pittsburgh, PA

• “I just got off the phone with my client. At the end he asked, ‘So how do we get started?’…Just like you predicted. I’ve been taking in so many new accounts, I haven’t even had time to do your homework! This is good news, right?”

  Gary Mathews, PhD., CPA/PFS, AIF ®
  First Affirmative Financial Network, New York, NY

• “I have no doubt the work we did together helped prepare me for the initial interview with my $8 million potential client. At the end of the consultation he said, ‘This is exactly what I need.’ ”

  Dalen Farmer
  Lincoln Financial Advisors, Nashville, TN

• “When I mentioned my fee, the client didn’t even blink” We were competing against 3 groups, one of which his brother had recommended. I was thrilled. It’s the largest planning fee I have ever charged. Thanks for all your great advice on this case.”

  Mike DaVigne
  Securities America, Inc. / Phoenix, AZ

• “Your response to the objection that our fees are too high is brilliant! Every one of my people who were on the call said how impressed they were. We have changed our entire approach, implementing many of your suggestions, and have seen an immediate improvement.”

  Vic Roman
  U.S. West / San Diego, CA

• “Of all the approaches I’ve been exposed to from others, I like your, “How To Obtain Pre-Qualified Referrals Who Are Expecting Your Call” the best. I followed your process to a ‘T’ and can now say I am one of your clients who has successfully doubled their fees!”

  Michael Burton,CFP ®
  Everence / Fresno, CA & Soldotna, AK

• “Anyone could benefit from the communication skills you teach. I wish I had met you 10 years ago!”

  Richard H. Leigh, Jr.
  Northwestern Mutual Life / Raleigh, NC

• “Since signing on with you, I’ve been getting bigger and bigger clients.”

  Stuart Seffrood
  Seffrood Financial Services/ Warren, IL

• “You were a big help with the Engagement Letter last week. The client with substantial assets (whose expectations I managed as you advised) sent me her deposit today! Thanks again!”

  Mark Reich, CFP ®, CPA/PFS
  Fee-Only Planning / New York, NY

Get One-On-One Advice, Mentoring Personal Attention,
And An Irrevocable Commitment & Wisdom Directly From Max

• “The time we spend with you on our calls is invaluable. Thank you for all your insight and support.”

  Doug & Teresa Horn, CFP ®
  Quality Financial Concepts / Maryville, TN

• “I really appreciate your commitment to my success. I can’t imagine any Business Adviser caring more about his clients. (And you can quote me on that!)”

  Cliff Straub, CFP ®
  Financial Lifestyle Strategies / Middletown, CT

• “You have an uncanny ability to break everything down into simple parts and clearly explain it. That’s why you’re The Nation’s #1 Coach!”

  John Smith (That’s his name, really!)
  Sammons Securities / Salt Lake City, UT

• “You have a gift of presenting routine things with unique insights.”

  Paul Bergman, CFP ®
  Ameriprise Financial Advisors / Cincinnati, OH