Max Bolka
Empowering financial advisors to exceed their wildest goals!
Male from Asheville, United states and speaks EnglishAvailable for Collaboration, Interviews in Remote Formats
I help financial advisors overcome challenges in growing their business and significantly reduce taxes, so they can achieve higher profits and serve more clients effectively.
With over 30 years of experience, I provide tailored coaching to develop a winner's mindset, along with business acumen that empower advisors to think bigger and accomplish more then they ever thought possible.
I also do free marketing for them and help significantly reduce or eliminate their client's Income, Capital Gain, Estate & Real Estate taxes by creating and implementing Comprehensive Tax Reduction Plans.
Topics Discussed by Max Bolka
About Max Bolka
I'm Max Bolka, a seasoned financial advisor and consultant with over 30 years of experience in the industry.
I've built three nationwide businesses (Financial Advising, Coaching & Tax Planning) and show financial advisors exactly how to think, and what to say and do to achieve their highest potential, through my Quantum Leap Comprehensive Practice Management Program.
I thrive on helping others define their goals and navigate the path to success, as well as significantly and permanently reducing their client's taxes.
And finally, I collaborate with Advisors and do free marketing by providing free, pre-qualified referrals, along with personal introductions.
Availability for Interviews
Weekdays only from 9am to 2pm America/Los_Angeles
Interview & Promotion Format
- Guest Form
- Pre-Interview Call
- Share Episodes
- Email Subscribers
Target Audience
I help financial advisors overcome challenges in growing their business and significantly reduce taxes, so they can achieve higher profits and serve more clients effectively.
With over 30 years of experience, I provide tailored coaching to develop a winner's mindset, along with business acumen that empower advisors to think bigger and accomplish more then they ever thought possible.
I also do free marketing for them and help significantly reduce or eliminate their client's Income, Capital Gain, Estate & Real Estate taxes by creating and implementing Comprehensive Tax Reduction Plans.
Why Invite Max Bolka as a Guest?
1. With over 30 years of experience in financial consulting, I bring valuable insights that can help your audience grow their businesses and achieve their financial goals. 2. As a recognized mentor and speaker, I can share actionable strategies for financial advisors to enhance their practice management and client engagement. 3. My background in building and selling a nationwide financial planning business provides real-world examples of success that can inspire your listeners. 4. I offer unique tools, techniques, scripts and strategies tailored for financial advisors, making complex concepts easy to understand and implement. 5. My passion for educating others ensures that our conversation will be engaging and filled with practical advice your audience can benefit from immediately.