Are You Coachable?

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Private 1:1 Business Consultative Coaching

Our clients want a spurring partner to brainstorm with. They want an extra ear to listen to them talk out-loud and provide them with unbiased feedback. They want innovative solutions to their challenges, questions, and concerns. They also want tools, resources, and referrals to outsourcers.

So those are the services you'll find on this page!

Our unique programs guide advisory firms through the process of defining their business model, refining their niche, creating a strategic plan, and executing their plan. Best off, when you're focused and supported, growth occurs more quickly than you can do on your own.


What's holding you back from substantial growth? We bet it's a strong foundation held together with business's best practices. It's time to complete important business fundamentals fast and at rates new advisors find affordable. Create or refine your firms niche and ideal client profile, business operations and marketing plan, or 90-day sales plan.

Take these important tasks off your to do list and use them to grow your firm in the next year and future. These programs are à la carte programs with a short-term commitment and step-by-step systems we provide take place over a weekend or during 30-days. They're duplicatable systems -- use the same resources year after year (with the exception of the business planning software which expires after 30-days or when you've printed your plan in MS Word). Move your practice forward with one of our à la carte programs. Start today.

Your Investment: $497 to $3,500.

Your Commitment: 1 hour to 90 days.

Level: Financial advisors with under 300K in revenue.

Business Simplified: One-Hour Push Forward Session

Get unstuck at a session designed to push you forward. Pick Maria's brain and get a taste of business consulting and life coaching done our way.

1-hour program

1 Hour Coaching Session Financial Advisor

Financial advisors:

  • Will having another perspective on a challenge or problem provide you with the answers you seek?
  • Have you reached a plateau and want to brainstorm on the next 3 steps to take?
  • Do you have a new idea you want to talk about?
  • Are you looking for someone to evaluate your (new) marketing pieces or website from your niche's viewpoint?

What's Included?

It's always good to send me a list of topics you'd like to cover at least 2 days before the session. Topics covered would revolve around practice management operations, administration, marketing or social networking. They can also be about personal development.

It's for you if you're seeking external accountability, brainstorming, and advice. You have specific results you want to achieve but you're not quite sure what changes need to take place in order to reach your goals and become more successful.

There is no set curriculum except the action needed to reach your desired results. We can focus on topics such as marketing, time management, strategic planning, client acquisition, social networking, delegating, life balance, and more. Open this page for suggested topics.

Our online business plan, targeting your ideal clients, online performance monitoring system, or other business-building products are not included in this program. Some of those materials can be purchased separately.

Possible Issues That Can Be Covered:

Your investment is $497 for one session or $997 for 3 sessions usable within 3 months.

Let's Get Started

Business Simplified: Targeting Your Ideal Client

The best way to become the financial advisor of choice is to appeal to a choice client base!

15-day self-directed program for financial professionals

Financial Advisor Niche

Financial services firms:

  • Do you want to know where to find more ideal clients?
  • Do you want new clients--the type you love to serve--finding YOU?
  • Would you like to receive referrals to prospects who are a better fit?
  • Would you like an easier way to do marketing including prospecting?

It's ironic that most investment advisors, financial planners, and brokers neglect to plan for their practice before spending the time and money to market it. Knowing who your ideal clients are will make it easier to find them. Once your ideal prospects become clients, you'll also have a better chance of getting the referrals you want because their circles of influence include others just like them.


What we'll cover

This program includes:

Your investment is $1397.

What Happens After Your Ideal Client Profile Is Complete?

That's your choice. Use what you've created in the daily operations of your practice. Take the next program in the series, a planning program, that's listed below or ask us to customize a program just for you.

Business Simplified: Your Growth Plan Done & Ready To Use

Ditch the business plan that sits on your shelf and create a plan for action instead.

15-day self-directed program for financial professionals

Business Planning for Financial Advisors

Financial services firms:

  • Need a simpler and more user-friendly business planning process?
  • Do you want your team's efforts to be focused and aligned with what's most important?
  • Would you like to ensure that your mission, goals, strategies, and everyday action plans cascade down through your financial practice?

Create a no-nonsense results-oriented roadmap to success without spending a month (or more) doing so. Prepare for the future by creating a clear, concise plan designed to quickly extract your best thinking and put it on a single page.

Your first draft can be completed online in less than 2 hours. This One Page Business Plan® yields a practical, usable, one-page consolidated plan for your firm for you to use daily. It's actually a business operations and marketing plan rolled into a single page.

How You Will Benefit:


This Program Includes:

Your investment is $1,297.

What Happens After Your Plan For Action Is Complete?

That's your choice. Use what you've created in the daily operations of your practice. Ask us for a demo of the online business plan, performance based system, or 90-day sales system. You can take any other 1:1 or group program. Or ask us to customize a program just for you.

Take The Next Step

Business Simplified: 90-Day Sales Plan

30-day self-directed program for financial professionals

The One Page 90 Day Sales Plan is a quarterly leadership tool created to make it easier for you and/or your financial team to focus, execute, and achieve annual goals... 90 days at a time!

The program helps you meet your sales objectives, implement clear and focused short-term strategies leading you to achieve longer-term plans of continuing to grow your ideal practice.



Maria will provide you a demo of the 90-day Sales Program at a complimentary session prior to you participating in the program.

This Program Includes:

Your investment is $1,997.

What Happens After Your 90-Day Sales Plan Is Complete?

That's your choice. Work on executing your plan yourself, hire us to work with you on another 90-day sales plan, choose another program listed on this page, or ask me to customize a program just for you. You can also bring your team aboard to create plans for their positions within your firm and I'll work with them as a group, as individuals, or a bit of both!

Take The Next Step

Business Simplified: Your Firm's Plan on Steroids

Intensive week-end or a similar length of time

Business BoosterThis option starts out self-directed as you take the plan that's in your head and use our templated online software to create a draft of your plan. It then continues as a well-disciplined program. It's for successful advisors ready to take their firm to the next level. We'll develop best business practices for your firm online, where you'll create your business and marketing plans. You'll also have access to an online monitoring system for your goals and an action plan for one year.

This Program Includes:

*Travel and hotel or B/B expenses are your own, but we can make recommendations based on the type of retreat you'd like to create in a place you enjoy (near a beach, mountains, or around wildlife).

This Coaching Package is for you if...

Your investment is $3,500.
Travel, lodging, and meals are not included. This program is included in our Business Accelerator program, too.

What Happens After Your Plan Is Complete?

That's your choice. You can work on executing your plan yourself, we can move into a Business Accelerated program listed on this page (I will reduce the cost by $3500), or I'll customize a program just for you. You can also bring your team aboard to create plans for their positions within your firm and I'll work with them as a group, as individuals, or a bit of both!

Take The Next Step

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As seen in...

Top 30 Coaching Guru's 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 Request a Free Coaching Session


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