Do you remember when the entrepreneurial bug caught you? When you set up shop as an independent financial advisor, you may have had to start again from scratch or maybe you were lucky and some of your clients moved over to your new firm. You had the time to easily conduct research, plan, and think things through. You built strong relationships with your clients that made each of them feel very special. You LOVED everything you were doing, even the back-office work.
Then the road to more business success took an interesting turn.
As your financial advisory practice grew, the quality of your life began to suffer or you might be thinking, what quality of life! There aren't enough hours in the day to prospect and service your clients the way they deserve, too. You catch up on the paperwork after hours and feel guilty about spending too much time at work and little time at home. You're watching your revenues weaken or flat-line while the piles of paper on your desk or your to-do list grow. It feels as though the business is running you instead of you managing your team who then runs the firm for you.
Wearing so many hats has become overwhelming and you're often left feeling frustrated. You want to build your book of business but you're spending less than 50% of your day doing what you're qualified to do -- being a financial advisor, planner, or manager. The isolation of working 80 hour weeks has limited your exposure to new ideas and you're running your firm or department by the seat-of your-pants. You can't remember the last time you had fun for fun's sake. You've lost that loving feeling for your business -- and you want it back!
With rapid technology and industry changes you've realized that if you don't restructure your business, from the ground floor up, you're going to continue to work 80 hour weeks. You're also motivated to do what's necessary to change your mind-set from owning a practice to rebranding it as a financial business that brings you results that even you never thought were possible.
Hi there, I'm Maria Marsala, a former Wall Street Retail Trader and Operations Executive with 35 years of business experience. I remember the morning I walked down Wall Street to work, and saw that impressive bull make it's mysterious appearance under the Stock Exchange Christmas Tree. Today, I use the experience and knowledge I gained as an executive to guide financial advisors to effectively restructure their business to achieve maximum success.
I coach financial leaders to create the thriving business they dreamed of when the entrepreneurial bug first hit them. I also work with your team to improve their skills so they can easily mange the business with you. My clients don't settle. They strive for the best in life. Through their work with me, they learn to position their business to appeal to higher quality clients. With a business model developed with your ideal life in mind, you'll increase the bottom line and have more free time, too.
As the CEO of a 15-year old business myself, I understand the challenges you're facing. It's difficult to be accountable on our own. So, let me ask you this. In the next 12+ months, would you like to...
If you're ready to take the administrative jobs off your plate and spend your time managing client relationship and finding new relationships, read on...
Have you just let out a sigh of relief? All you (management) need to do is create workable, repeatable systems! (Bet you already knew that, too!)
Systems with shorten the timeframe associated with effectively restructuring your business as you achieve significant result$. Our blue chip time-tested strategies, tactics you can use right now, and step-by-step guidance bring more P.E.P -- profit, efficiency, and productivity -- to your firm.
The plan you've had in your head (or the one collecting dust on the shelf) got you to where you are today. To see quantum leaps of growth instead of incremental growth, you must be willing to change. Let me help you make changes that lead to super success in life and business.
Let's make the next 12 months your best ever. Request a motivating and effective session to get you started. Start here.
Our guidance, strategies, free training events, and programs are intended for financial advisors, planners, professionals, and branch managers. They can also help businesses whose ONLY niche is financial professionals. Other small business owners are welcome to also join and benefit from our materials, too.
Your privacy is important to us. We will never share your information.
"Maria isn't known as the Resource Queen for nothing - she knows everything
there is to know about running a business successfully and where to go to find the
tools and services to do it. Maria's advice and strategy has been invaluable to
the clarification and execution of my business goals."
--Nicole Wexler, Decorator & Stager, Turquoise Decor, Seattle, WA
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