Find Us on LinkedIn Find Us on Twitter Find Us on GooglePlus Find Us on Facebook Find Us on YouTube Find Us on Pinterest Find Us on Pinterest

Elevating Your Business Logo

THE #1 MISTAKE EVEN SUCCESSFUL FINANCIAL ADVISORS MAKE THAT PREVENT THEM FROM REACHING A MULTIPLE 6-FIGURE INCOME

How One Simple Mind-Shift Holds the Key to Earning More, Working Less, and LOVING Your Financial Practice Again

See if this sounds familiar: You're working 60+ hours per week, but feel like you're not accomplishing enough. The paperwork is piling up. Client calls are as brief as you can make them. You're frustrated with all there is to do to run your practice.

Your friends call, but you cut their calls short, too. You sense that your family members
feel ignored.

Your revenues have not been growing enough to justify the amount of time you're spending at work. You don't have any time to hire or train your staff to help you more. You're struggling and you've lost motivation to grow your book of business.

When did business growth get so difficult? Who goes into business for themselves to work days, nights, and weekends?

THE ONE SIMPLE MIND-SHIFT YOU MUST MAKE

Like our clients, you excel at your job. You've achieved a certain degree of success and you're ready for more -- if only time was on your side.

THAT is the kind of thinking that leads to overwhelm and frustration.

What if we told you that time had nothing to do with it? That "time management" is a myth? The the only thing standing between your present circumstances and the life you WANT to live is simply learning HOW to transform your practice so that it runs like a Swiss watch.

Acronmn for SYSTEMSYou transform your practice with SYSTEMS that leverage your time (not manage it). We're talking about rock-solid S.Y.S.T.E.M.S. that turbo-charge your productivity, drive revenue growth, and make you fall back in love with your business again.

If you continue to work more hours, you'll continue to get more of the same results because the systems you have aren't working FOR you. This is why "time management" is a myth and S.Y.S.T.E.M.S. hold the key to your success!

Welcome to the Business Accelerator Inner Circle

Business Accelerator Inner CircleThe Business Accelerator Inner Circle (BAIC) will remove the daily struggles of growing your company AND put the fun back. It's a safe environment for advisors ready to become highly sought-after specialists in 2015 and beyond.

In this group course, you'll follow the same practical and PROVEN S.Y.S.T.E.M.S. that our private clients use to grow their firms. The step-by-step, one-page documents you develop will strengthen your company's infrastructure and bring firm-wide clarity, focus, and accountability.

Having a strengthened infrastructure creates more order and gives you the freedom to play a bigger game, impact more lives, do what you enjoy doing, and have more time for family and friends. It also creates exceptional experiences for your clients and your team.

No travel or phone required. The course is interactive and live sessions are held online using an easy-to-learn communications system similar to Skype or Facetime. Enjoy taking this course from your computer in the comfort and privacy of your office or home.

STOP WORKING YOURSELF TO DEATH
TRYING TO ACHIEVE MORE SUCCESS

How many of the statements below can you say a resounding "Yes!" to? Take our private survey (your answers will disappear when you refresh or leave this page):

My quality of life is suffering because I'm working too many hours.

I'd like to become the obvious choice for my prospects.

I'm not earning enough to sustain the life I envision.

No matter what I do, I remain stuck and never get to the next level of growth.

I often feel frustrated because I'm struggling to stay on top of things.

I'd like my entire practice to consist of clients I enjoy being with.

I'd want my firm to stand out from the crowd of others who do what I do.

I spend WAY too much time dealing with back-office tasks.

I'd like to form mutually-beneficial strategic alliances with other business owners.

I want to feel more confident in my management and leadership skills.

Often, my employees, clients, vendors, etc. don't seem to listen to me or follow through on their actions.

I'm committed to doubling my business in the next two years.

I'm ready to learn rock-solid business strategies used by million-dollar producers.

If the answers to at least 3 of the above statements was YES, you're ready to implement time-saving -- productivity-building -- rock-solid -- business-building S.Y.S.T.E.M.S. into your firm! The Business Accelerator Inner Circle is the solution for you.

Get Ready To Roll Up Your Sleeves

Investment Advisors Get Ready To Roll Up Your SleevesBusiness Accelerator Inner Circle is NOT a sit back, listen, and observe program. You'll get hands-on experience refining your approach to business, unlocking untapped opportunities, and optimizing the way you run your business as you move closer towards achieving the short-and long-term vision of your practice.

This is a course with a high level of accountability which you'll get through email, our private forum, with your peers, and during each session.

Before each session, you'll roll up your sleeves and work on a core business principle crucial to your bottom line. During sessions, you'll discuss what you wrote and get feedback from the group. You'll be helped to take what you created to a much higher level.

After each call, don't expect business as usual. We won't sugar-coat it. You'll be working to incorporate everything you're mastering from our sessions. You'll want to ask your team for feedback on your firm's new direction, develop a more cooperative team model, assign roles for implementation, and re-energize your firm.

You'll immediately apply the practical wisdom, new skills, tools, and systems to optimize your people, processes, and profit.

And the day will come when you realize you can "breathe easier" as you thoroughly enjoy your work again. Those are the words our clients use when they realize that the daily emergencies are gone. The days that their staff stopped communicating with each other... gone. Now, they're enjoying their practices more, they have more time to work with clients, and they're spending more time with their family and friends -- and finding alone time, too!

Who Will Benefit The Most From Attending BAIC?

It benefits financial professionals to attend courses with owners of other types of businesses and vice versa. That's why we're opening this program up to non-financial professionals. However, financial professionals receive priority at registration.

Whether you live in the United States, Canada, or Europe we've made attendance convenient by offering the live sessions at two different times, starting in January 2015.

BAIC May Not Be For You

Financal Advisors Stop Working Yourself To DeathWhile the BAIC delivers rock-solid business knowledge and support, it's NOT right for everyone to attend because it's a six-month group program. If your firm needs a stronger infrastructure "yesterday", let's find a solution that fits your needs perfectly. Other coaching programs we provide occur day-long in a group, privately by the day, weekend, or yearly, and programs delivered at your firm or retreat. Schedule a 30-minute, complementary call with Maria now to discuss your immediate needs.

The Results You Can Expect

The Business Accelerator Inner Circle course shows you how to take your business to a higher level more quickly than you can on your own. Here's some of the results to shoot for as a participant in the course:

  1. You'll complete our intake process to get re-centered around your personal values and goals.
  2. You'll design an Organizational Business Model that starts with your vision and ends with you only doing the things you love doing.
  3. You'll fill in a SWOT Assessment and have a crystal clear understanding of your firm's strengths, weaknesses, opportunities, and threats.
  4. You'll implement our Hitting Your Niche Formula and start attracting more clients who energize you.
  5. You'll create your Ideal Client Profile Go-No Go Sheet so that you end up in places where you'll meet prospects who inspire you.
  6. You'll notice the signs of a potential client from hell, and respectfully walk away with ease.
  7. You'll have created a Unique Value Proposition that attracts the right clients magnetically.
  8. You'll create a One Page Business Plan® and know four marketing strategies that put you in front of the best clients.
  9. You'll develop quality systems to monitor customer service, marketing, networking, and social networking.
  10. You'll be able to articulate, without seeming sales-y, the benefits and value of what you offer so that prospects quickly ask, "When can we meet?"
  11. You'll be able to confidently talk about what you do without feeling like you're boring the other person.
  12. You'll use our Pricing Funnel to improve your revenue, price your services right, and feel more confident talking about your fees.
  13. You'll see sales improvements, better control of expenses, and overall increases in productivity.
  14. You'll reduce stress and isolation -- and make fewer costly mistakes -- as you discuss and implement new initiatives with your peers.
  15. You'll gain a broader perspective about business best practices as you systematically improve your business management skills in an environment with candid feedback and support.

Join a Business Accelerator Inner Circle. It's a small group of business owners and Maria, a 35-year business veteran, who understands the issues you face because she's been in your shoes. Businesses have different owners, but the pressures and challenges we face when growing a business are very similar. Plus, in this peer coaching group, the experiences you bring to the table and the challenges you've successfully faced will support other business owners and vice versa.

Here's what other people are saying about our courses...

Mike Klasco "Aside from forcing us to focus on growing our business, your courses and hands-on support helped us create the plan for our future growth. Despite a tough economic terrain, our client satisfaction and retention rates have improved and profits are higher than ever. Your help in teaching us when to "throw the fish back" and walk away from inappropriate prospects and business has saved us far more than we invested in your course." Read more of what Mike had to say here

Mike Klasco, Audio Engineer and Nora Wong, COO, Menlo Scientific, Richmond, CA

"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."

Nancy Owyang "Maria's "no band-aids," all around approach helped me create a strong business foundation that continuously helps my business be more profitable, efficient, and healthy. The business plan process helped me create an easy to update system for marketing, taking action, and monitoring my efforts. I have taken leaps and bounds in the first few years of my business, and it has been a great experience both personally and professionally."

Nancy Owyang, Creative Director & Owner, Eye 2 Eye Graphics, Everett, WA

Mary Strursa "Many of the questions on your exhaustive list of ideal client questions weren't part of my thought process and answering them opened my eyes to new possibilities. I came away with a specific, factual description that helps me recognize my ideal clients after 30 seconds of a conversation, so I can now easily avoid spending time with people who AREN'T my ideal and move on to those who are!"

Mary Stursa, Fashion Designer, Owner, Seattle, WA, Noble Furs

What You Get

This course is designed to help you make major strides in how you market and in the way you run your business. Here's what you get as a member of our most popular group course:

  1. Preparation Kit:
    Receive upon registration. These assessments will help you get crystal clear on what parts of your business are working for you and which parts need to be worked on in the business and marketing plan you'll be crafting soon.
  2. Marketing Welcome Kit:
    You'll be receiving this kit in the mail. It's jam-packed with productivity and stress-busting articles, your CDs, and some special goodies. It's delivered directly to your office or home in month 2.
  3. Skills Development:
    Our core principles curriculum includes training, tools, and accountability resources to help you become a more productive, profitable, and confident leader. Topics relate to planning for growth, profitability, client acquisition and management, networking, social marketing, team building, planning, and more. [Read more about the Curriculum below.]
  4. Session Replays:
    Each call will be recorded and accessible to members. If you wish, share these recordings with your staff.
  5. Planning Courseware:
    Templated cloud-based system with step-by-step instructions and lots of examples.
  6. Online Performance Based Enterprise Monitoring System:
    Updated weekly, use it to monitor your progress in reaching your goals and executing your action plans. Use it for six months.
  7. Sessions:
    Eighteen group training action sessions on the first 3 Thursdays of the month (the fourth week is for you to further incorporate what you've learned into your business). The first month of sessions starts a little later, on January 15, 2015.
  8. Session Replays:
    Each call will be recorded and accessible to members. If you wish, share these recordings with your staff.
  9. Expert Support:
    Get the proven training and unfiltered advice of a well-rounded business leader with 35 years of experience, who has worked in various departments in financial companies large and small, and who, over the years, has worked with small business owners in more than 40 industries, in 7 countries.
  10. Accountability:
    Our weekly Success Tracker email provides you with week-by-week successes and access to Maria for support, suggestions, and to keep the momentum going strong. Expect Maria to ask the difficult questions and give you a (gentle, loving) kick in the ass forward, when it's necessary, of course.
  11. Private Forum:
    You'll have access to a private online forum for round-the-clock support. Post your questions or ask for resources. There is no reason to stay stuck! Maria will visit the Coaching Forum daily and expect to get feedback from your peers, too.
  12. Peer Accountability:
    You have the choice to be paired up with an Accountability Buddy, another member, for additional feedback and advice between sessions.

When your business structure is in order, you can work less, play more, and enjoy life more.

Curriculum

The Program In a Nutshell

1) Become a highly sought-after financial specialist by differentiating yourself from the competition.
2) Leverage your time and boost your productivity by systemizing and simplifying your practice's infrastructure.
3) Achieve high-octane grow as you bring your vision and goals to fruition.

Week By Week Course Description

Preparation: Conduct a Business Audit & Life Goals (Valued at $1,150)
Complete our Business Audit and capture a snapshot of the places in your business that deserve a hurrah and the places that need your immediate attention. Our Strengths Inventory and Communications Assessments will provide you with useful insights. You'll also identify various life goals so that your business better reflects the way you want to live your life. The answers to the assessments give you, on paper, a base reading of your current status, so that when you reach Week 6, you can more easily determine what goals you need to place on your plan to achieve maximum result$.

Send what you create to Maria prior to the course start date. Your one-hour session to discuss and further clarify the work you've done must be taken before Week 1.

"Ideal client focus: Top performers know what types of clients they want to work with and what types of clients are a good match with the practice's philosophy and approach. They are disciplined about when and why they make exceptions and don't chase markets or clients that might dilute their focus."
Ameriprise Financial, White Paper, Sept. 2011

Define or Update Your Niche (Valued at $750

Week 1: Marketing: Deciding Who to Work With (Valued at $750)
When you're looking for ways to acquire more clients, making the shift from generalist to specialist will help you stand out from the crowd. Having clarity around a niche that hits your "sweet spot" will move you towards differentiating yourself while developing a particular area of expertise. Let's work together to help you choose a niche that will love working with you ... as much as you love working with them.

Week 2-3: Marketing: Getting Into the Heads of Your Ideal Clients (Valued at $999)
If you only choose a niche and then start to market, you're making a BIG mistake. Niching is step 1. What's next is learning EVERYTHING about your ideal clients within your niche. Using our Ideal Client Mastery Workbook you'll get crystal clear about who your perfect clients will be. You'll develop a comprehensive ideal client profile, segment your client base using our matrix, and create a Go/No Go Sheet for you and your team to use. Now you'll be ready to develop more effective marketing materials tailored to your niche as you become the obvious choice for your ideal prospect online, when you network, speak, etc. Your best matched clients will give the best referrals, too!

"You were born to win, but to be a winner you must plan to win, prepare to win, and expect to win."

--Zig Ziglar

Create A Comprehensive One Page Business & Marketing Plan®

Week 4: Envision Your Visions (Valued at $700)
You'll create a powerful, crystal-clear vision that will pull you (and your team) forward. It will help you hyper-focus on the major priorities of your business. You'll create 3 different visions to help you design better short- and long-term solutions using our 8-step process and reusable template.

Week 5: Mission Possible (Valued at $700)
This is your consistent reminder of why the company exists from the viewpoint of your clients. Missions don't change; if they do, then much of the company has changed. We'll show you how to create your mission using our triple-duty Features/Benefits Spreadsheet. The words you place in the spreadsheet will be used to create your mission, but you'll also have words to use in your Business Snapshot (elevator speech), as well as keywords for your website and marketing materials, too.

Week 6: Goals Monitor Your Success (Valued at $700)
If you've been drifting, or working very hard but not going anywhere, your goals are missing or they're not consistent with your vision, and mission. Your six-month goals will bring your vision a few notches closer to fruition. Goal setting -- especially setting goals that are balanced -- can be a powerful process that gets you thinking about an ideal future and what you want to achieve. You'll quickly spot distractions and learn when to say "no" when you have goals to guide you and your business.

Week 7: Make Your Dreams Come True (Valued at $700)
Strategies are necessary to reach your goals. They're the processes you'll put into place, the consistent marketing you'll incorporate into your business, the people you need to hire, and the processes you'll add to your business to assure that you have your best year ever. Using fill-in-the-blank templates, you'll create balanced business development and marketing strategies based on what will help grow your business the most in the next 6 months.

Week 8: Your To-Be-Done List (Valued at $700)
Action plans are simple and effective tools that give you a framework for how you'll complete a project more efficiently. They are easily monitored and help you finish an activity in a sensible order. You'll know what to do and when to do it when you create a to-do list for each action to ensure that you don't miss any key steps. Also, because you can see each task laid out, you can quickly decide which tasks you'll delegate or outsource, and which tasks you may be able to ignore.

Execute Your Plan

Weeks 9-18: Results Coaching (Valued at over $5,000)
These are "put the petal to the metal" sessions created to move you forward more quickly. Topics will be customized and depend on the needs of the attendees. The attendees will work on executing their business and marketing plan. In the past, issues discussed revolved around business management or marketing challenges. Maria will conduct additional trainings as necessary, for the benefit of the group.

BONUS

BONUS #1: Ideal Client Mastery course:
Our proven, repeatable, 6-step course helps you choose your niche, define your market, and more. Includes an easy-to-complete workbook, 3 audios, Go/No Go Spreadsheet, Current Client Traits Spreadsheet, Client Services Matrix, sample ideal client profiles, and more.

BONUS #2: Financial Services Tool Kit CD
Includes planning templates, tools and calculators, scorecards, budgets, pricing sheets, and sample business and marketing plans.

BONUS #3: LinkedIn Cheat Sheet
You'll receive our LinkedIn profile fill-in-the-blanks template in MS Word. We tell you exactly what to write and how much space you have to write it in! Complete the template, send it to your Compliance Manager, and once approved, copy and paste it to your online profile.

BONUS #4: Performance Management Spreadsheet
You need to monitor your efforts. During the course, you'll create your to-do list in our Action Plan spreadsheet to keep you focused and moving ahead.

BONUS #5: Marketing Audios
Access to more than 10 marketing and technology podcasts to help you market smarter.

BONUS #6: Client Vault
Six-month access to over 500 checklists, templates, forms, etc., to help you get MORE things done!

Meet Your Instructor

Strategic Business Coach, Planning Strategist Maria MarsalaI'm Maria Marsala, Practice ReEnergizer Coach. I'm asked often how I became a Wall Street trader and executive at age 22. Truth be told, I wanted a well-paying job and that meant traveling by train from Brooklyn to Manhattan. I spent 4 days applying for jobs in buildings located near the first train stop in the city before being hired, as a clerk, by Merrill Lynch.

Soon afterwards, I became determined to own my own home, along with a few other audacious goals. I created a 5-year goals list and "to dos" for each goal. I looked at what I could do on my list every day. The more focused I became, the more action I took, and the faster I realized my goals.

At work, I accomplished more than my predecessors in half the time by finding efficient and effective ways to do my job. My free time was spent helping out the operations and trading desks. The systems I created put me out of a job and I was offered other options on the trading desks. Over time, the operations and trading management S.Y.S.T.E.M.S. I spearheaded saved the firms hundreds of thousands of dollars per year. I got noticed and promoted to Jr. Trader. On my 25th birthday, I purchased a home.

My Offer To You

During this course, you're going to have phone access to me for 18 hours. Add to that all the assessments, templates, videos, replays, email and forum coaching, bonuses, etc. and the value for this course is way over $12,000.

But I'm not asking you to pay $12,000. I don't need to travel, you'll be downloading the resources online, and you're studying at home.

This group course, for 6-10 participants, costs a fraction of 1:1 coaching, yet you'll be ready to accelerate the growth of your business, the right way, with the tools and resources you need, in just 2-3 months. PLUS the tools, training, and support you receive can help you double your revenue in 2 years.

The price for the Business Accelerator Inner Circle is only $499/month or a one-time payment of $2,994. Reasonable for all the proven best practices and bonuses you're getting, right? The custom creation of your business-altering One Page Business Plan® alone would cost over $3,000.

Here's the thing. If this course is "just what the business doctor ordered" I want you to say a resounding "YES!" and sign up right now.

Because we like to reward action-takers, you pay $399/month for two months; then $499/month for the next four months of the course. That means you'll save $200 when you sign up before January 2 and use the discount code: EARLY

Your Double Satisfaction Guarantee

Business Accelerator Inner Circle GuaranteeI want to make sure that the course is a valuable experience. Here's our guarantee.

First, if you're disappointed for any reason simply send me an email after your 2nd session ends and I will drop you from the course with a full refund. (After that point, there are no refunds.)

Second, if you've attended all sessions and completed the homework, I guarantee that you'll leave the course with a personalized, step-by-step plan, so that you know exactly what to do once the course concludes. You'll also end up with a rock-solid business foundation -- a strong niche, ideal client profile, business and marketing plan, some of your marketing strategies executed... and more.

Just as important, at the conclusion of the course, you'll have the tools and know-how to repeat the processes each and every year that you own your business. It may surprise you to know our clients' yearly planning "week" takes less than 5 hours a year, although sometimes they offer their team (and their spouse) a weekend retreat experience.

Develop clear strategies.
Move your business forward faster.
Get focused and watch the result$!

"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. I knew I needed to have a plan on paper, not just in my mind.

Monica BarnardWhen Maria offered a ONE page business and marketing planning process that could be done in ONE day, I knew that could do THAT much! While preparing for the workshop, I realized that I was in a stagnant place and needed to do new things, including niching, to bring in new business." Read how Monica's client acquisition rate increased from 2 to 10% after executing her plan!

Are you Ready To Get Started?

Here's the full schedule. All sessions are LIVE, INTERACTIVE, RECORDED, and DOWNLOADABLE after the session. Join us at 10 am Eastern Time (a good time for my European clients) or 4:15pm Eastern Time (after the market closes).

January 15, 22, 29 April 2, 9, 16
February 5, 12, 19 May 7, 14, 21
March 5, 12, 19 June 4, 11, 18

The power of the group awaits you!

Don't put it off any longer: Tap into Maria's brain, along with the collective wisdom of an Business Accelerator Inner Circle, and be at the top of your game!

Do the work and you'll not only meet your business goals, you'll exceed them. With the right resources, support, and information, you'll produce effective and efficient systems to reduce stress and create more free time.

Learn what countless others have discovered

You'll find more clients, money, and freedom by creating systems for routine tasks, focusing on money-producing priorities, and leveraging your time. Get the back-end of your business under control by creating simple business systems and you'll have more time for the things that matter.

Back-end systems can guide new client acquisition, customer service/loyalty, marketing, planning, brainstorming, networking, pricing, hiring, HR, and much more. An efficient and effective back-end, running like a well-oiled machine, allows you more time to do what you love -- you know, what you actually went into business for!

Your Business Accelerator Inner Circle is waiting for you. Don't miss out on this incredible opportunity to have the business and life you have always wanted. Join us and see
for yourself!

Upwards and onwards,

Maria's Logo

Practice ReEnergizer Coach, Financial Advisors' Business Coach, Author, Speaker, and former Wall Street trader

P.S.: If you're ready to attract more and better clients, work less, and reach your income goals, join the next exclusive, Business Accelerator Inner Circle. Sign up today!

Questions?

Let's talk. Schedule time with Maria here.




Print Friendly Version of this pagePrint This PageGet a PDF version of this webpagePDF