Partners & Team Members
This page was developed from my client's request for referrals to providers who understand their business. These partners offer the highest level of service and can help you with specific areas of your business and personal development. Those listed here also provide top-quality customer service and services to corporations, mid and small firms.
Below are our partners with a brief explanation of who they help and what they do -- created by me, Maria, "in my own words". Feel free to contact our team members directly. We will continue to add new team members as time goes along, so come back often. Want resources (products, software, etc.)? Visit the Resource Queen
Persuasive Content For Your Marketing Collateral
Christine Mifsud of WordPower Marketing brings new clients to your holistic center's door or website naturally. How? She develops persuasive bios, online newsletters, printed newsletters, she'll redo your website content, create new marketing materials or write articles (in your voice) for your blog. Contact Chris today and mention Elevating Your Business. You'll receive a free 20-minute WordPower evaluation of any of your current marketing material. Click to visit: WordPower Marketing
Marketing Materials
Newkirk Marketing offers independent accountants, financial advisor, wealth managers and insurance brokers marketing and speaking materials pre-approved by FINRA. For more information contact Ellie Alexander at 518-862-3324 Newkirk
Portfolio Aggregation Systems
ByAllAccounts has a product that helps wealth managers and financial advisors efficiently grow their businesses, deliver exceptional client service, and free up staff time. They offer one feed that captures all your clients' assets in one place. That means you'll free up staff time by eliminating what you maybe currently doing - gathering lists of their assets and subsequently manually entering the data in a system. The feed gives you a holistic view of each clients financial data - the assets you manage and the assets you currently aren't managing - including some hard to reach assets. Using their system, you'll be able to provide a higher level of service and allocation advice to your clients. For more information, contact Gary DeAsi at (781)-376-0801 x139. Visit the ByAllAccounts website.
WHO WE ARE
Testimonial
"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, http://www.TurquoiseDecor.com
Connect with EYB
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