Do you remember when the entrepreneurial bug caught you? When you set up shop as an independent financial advisor, you were easily able to conduct research, plan, and think things through. You built strong relationships with your clients that made 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 practice is growing, you have less time to have an even greater impact on your existing clients lives and little time to prospect for new clients. You catch up on work after hours and feel guilty about the time you're taking away from your life. You're watching your revenues weakened or flat-line. You can't remember the last time you had fun for fun's sake. It feels as though the business is running you instead of you managing your team to run your business with you.
Wearing so many hats and dealing with tight budgets has become overwhelming and you're often frustrated. The isolation of owning your own firm has limited your exposure to new ideas and you're running your firm by the seat-of your-pants. You lack the freedom you went into business to get. You've lost that loving feeling for your business -- and you want it back!
You're smarter than most people looking to improve the performance and profitability of their firm. You have the licenses and designation(s). With rapid technology and industry changes you've realized that if you don't expand your business knowledge, marketing skills, and support team, you'll be left behind. You also motivated to move past self-defeating behaviors and put a stop to working and living harder. You're ready to change your mind-set from owning a practice to rebranding it as a business that brings you all the freedom you know the financial industry can afford.
Hi there, I'm Maria Marsala, Business Coach, Advisor, and Strategist to financial advisory firms and finance professionals. I remember the morning I saw that impressive bull make it's mysterious appearance under the Stock Exchange Christmas Tree. As an experienced financial executive and trained life coach, I'll provide you with the guidance and tools to take the bull by its horns.
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 set high enough goals and be accountable on our own. So, let me ask you this. In the next 12+ months, would you like to...
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!)
Shorten the timeframe associated with achieving the results you desire. Our blue chip modules, practical formulas, proven resources, 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 complimentary, motivating, and effective "done for you" business vision statement and put the focus back on your most important goals! Start here.
"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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