Elevating Your Business Logo

Attn: Independent Financial Advisors, Especially Those With CFP, CFA, CIMA, and CLU Designations


Is Your Business Running You OR Are You Running Your Business?

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!

"If one advances confidently in the direction of one's dreams, and endeavors to live the life which one has imagined, one will meet with a success unexpected in common hours."
-- Henry David Thoreau (American Essayist, Poet and Philosopher, 1817-1862)

Take The Bull By The Horns

Photo of the Wall Street Bull 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.

Are These The Result$ You Want As A Financial Advisor?

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...

The SECRET TO Growing A Firm That Runs Like a Swiss Watch Is...

"In my experience, most troubles and most possibilities for improvement add up to proportions something like this: 94% belong to the system (the responsibility of management). 6% are attributable to special causes."
-- W. Edwards Deming renowned quality management consultant from The New Economics for Industry, Government, Education

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!)

The right S.Y.S.T.E.M.S. will help you...

sign up now

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.

Tripled My Monthly Income

"After working with Maria for just three months, I tripled my monthly income. Usually, after tax season, I have to look for work. This year, clients were waiting for me to be available."

Increase of 10% after years of only 2% growth

"Because I'm a numbers person, I've always had trouble with the "writing part" of planning and setting aside enough time to write a business plan. Since attending your business and marketing boot camp, I have a better feel for what I need to do to grow. I updated my website to target my ideal clients and created a newsletter, which my clients and prospects appreciate! My web traffic has increased by 20%. I speak more often (CE credit classes) and have gained 12 well-qualified referrals. Niching attracts more ideal prospects to my business and my customer base increased 10% after years of only 2% growth."
Monica Barnard, APA, CEBS
Barnard & Associates, Pension Consultant Specializing in Plans for USA-based Physicians

Create A Firm That Manages Itself & Live Your Ideal Life.
If not now, when?

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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Testimonial

Balanced Approach

"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



As seen in...

Top 30 Coaching Guru's 2011
2011

Business Coach Maria Featured in Financial Planning Magazine Featured in Ria Biz Logo
Advisor Max Featured in Entrepreneur Magazine
Featured in Dow Jones Subscription News Quoted in TheStreet
Investment News Nerd Eye View - Kitces.com
Featured in Market Watch Quoted in Money Magazine
Featured in Bottom Line Personal Staten Island Advance
Featured in National Association for Female Executives Newsletter NAFE Huffington Post Small Business America
Featured in the New York NY Enterprise Report National Association of Women Business Owners
Marketing Profs Marketing Sherpa

Former Monthly Columnist

Seattle New Times Limousine, Charter & Chauffeured Tour Magazine