Do you remember when you caught the entrepreneurial bug? When you set up shop as an independent financial advisor, you may have had to start from scratch or maybe 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 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 little time at home. You're watching your revenues weaken or flat-line while the piles of paper on your desk and your to-do list grow. It feels as though the business is running your life!
Wearing so many hats has become overwhelming and frustrating. 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!
Rapid growth, technology, and industry changes have made you realize 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.
Hi there, I'm Maria Marsala, Financial Advisor's Marketing Coach, and 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 its 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 businesses to achieve maximum success.
I coach financial leaders to create the thriving business they dreamed of when the entrepreneurial bug first bit 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, are you ready to...
If you're ready to take the administrative jobs off your plate and spend your time managing client relationships and establishing 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 will shorten the time frame associated with effectively restructuring your business as you achieve significant result$. Our blue chip strategies, time-tested tactics, 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.
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"Maria is a top notch business consultant and coach. I hired her for a consultation which turned out to be a great opportunity for me to see my business from a very experienced mentor's perspective.
A "woman of her word" she followed through, by email, with informative links
and resources to every single topic that we discussed.
Maria shares a well balanced approach, taking into consideration that "life happens
while you\'re running a business". She is intelligent and kind with a straight forward
approach on how to manage day to day business more efficiently and in turn becoming
more profitable. I would highly recommend Maria to Elevate Everyone\'s Business."
--Shelley Bertram Fallis, Financial Advisor, Armstrong & Quaile Associates Inc, Ontario, Canada
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