Does This Describe You?

Elevating Your Business works with financial services business owners, independent financial professionals, branch managers and other "C" level executives using a mixture of provides a support, products, a leading edge perspective, and gutsy honesty.

If you're a Trusted Advisor chances are that you have a few of these goals:

To consistently attract highly-qualified, high-net-worth prospects and then convert them into clients.
To find the time to meet with all of your prospects.
To free up valuable time for family, friends, and personal use while you continue to increase your production.
To work smarter in the way you handle the administrative, operations and legal needs of your business or practice.

What else you have in common with my current clients is that you work with individuals or other businesses to secure their financial future. You want to increase your production, build your book all while reducing the number of hours you work. You're a savvy individual who have been in their positions 3 years or longer whose business is currently running them instead of them running the business. You're a real go get'm type of person.

The main expertise you're missing involves how to run a well-oiled business, market effectively and attract the best clients -- no matter what is going on in the economy or market.

Do You Continually Struggle With These Problems?

Ineffective planning , lack of innovative resources and support is hurting your bottom line. There are many reasons why this may be happening. See how many of the problems below resonate with you:

You're tired of putting out fires all the time. You're exhausted or overwhelmed by all you're doing daily because your company is in growth mode. When you went into business you never realized all the busi-ness you'd have to do or number of hats you'd be wearing. Your interests and passions are going to the wind because you're doing the HR, accounting, or answering the phone all day.
Your profits or production numbers have flat-lined. After increasing almost every year, you've run out of ideas and you're not sure how to change things. The planning process you've had is no longer working and you want something simple and new. Or possibly you don't have a plan?
You're loosing good employees or consultants -- left and right. Maybe you're having hiring problems. Maybe not. Possibly you're not sure how to implement a new employee or retention solutions in your organization. But you know that hiring and training new people is costing you money that you don't want to spend.
You have no time and work/life balance has been thrown to the wind. It's also possible that every time you take time off, either there is no money coming in or you come back to a really big mess. There are things you know you should be doing to grow your company or department but may not have the time to even look at them.
You may be frustrated with the challenges of attracting bigger clients. Or clients who who don't pay on time or always seem to want discounts. Worse of all, you're not valuing your own knowledge and are giving people discounts or deals!
You say: Who has time for planning? Maybe you know that you need to be out and about doing more marketing and promoting. Business Plan? Marketing Plan? Financial Plan? They just don't exist.
You're loosing your passion for running your company Or maybe you're getting older and realized that you won't own it or run it forever. You're ready to create your legacy. However, you haven't yet set your business up to sell or haven't created a succession plan. It's even possible that your company isn't worth a hill of beans to a buyer because it's not turn-key.

If you answered yes to any of those scenarios, you're not alone. Maria's worked with 100's of clients who are in your shoes.

"There is a very big gap between knowing something, or reading something and implementing it!" -- Maria Marsala

Whom We Work With

Primary fields (in alpha order): Finance: Accountants, Asset Management Attorneys, Bookkeepers, Brokers, Broker-Dealers, Branch Managers, CPAs, Estate Planning Attorneys, Financial Advisors, Financial Planners, Insurance Brokers, Investment Advisors, Mortgage Agents, Patent Attorneys, Tax Preparers

Do You Sound Like Our Ideal Clients?

Over the past 9 years, we've noticed that our best clients typically share many characteristics. If these characteristics fit you, chances are that we can help you be more productive, work smarter and increase your bottom line. Clients will be most successful in working with us if:

You are ready to make the time to do the work. As much as you may be prepared to make changes in your life, you are ready to carve out the time in your current schedule to make it work.
You have high standards. Good enough isn't enough. In your pursuit of excellence, you enjoy being challenged and are ready to work in partnership; collaboratively. You're a life-long learning, at work and personally, and "your word is your bond, " period.
You are not the norm. You're used to throwing the status quo out the window because you want more than those around you. The phrase "rebel" WITH a cause resonates with you and makes you smile. And you're committed to long-term solutions although you might put a quick-fix patch on it first.
You've been making an investment. Healthy profits are important and so are people and the community. You're committed to making a positive difference in people's lives personally and professionally. In fact, you've been doing it for years.
You don't just sell products or services. Instead, you provide your clients with objective financial guidance based on their personal and professional goals -- and you know all about their life goals.
You are building a an investment. The book Rich Dad, Poor Dad is no stranger to you. However, you're stuck in self-employment mode; having to work all the time. You're ready to set your business up to sell some day, work when you want to work, do what you want to do or leave it to your heirs.
You understand there are no quick fixes. In order to work smarter, increase productivity and earn more, you know that it will take significant effort on your part to plan, perform, and see the profit or productivity increase.
You HATE the "busi-ness of business." You may tell me privately of course, that you suck at all the administration and paperwork! The planning, marketing, managing, Internet, speaking, networking, creating systems. You want to do your thing but right now you aren't able to.
You are very knowledgeable; an expert in your field. You want to move to even higher levels of fulfillment with your vision and knowledge. You know that you don't stay on the top by sitting still for very long. And you're always looking for ways to improve productivity and profitability.

While certain industries we work with, like financial planners, sell products through their companies, many of our clients, sell services. Those who do are looking to create additional streams of small business income, create products or info-products, maybe speak, or are serial entrepreneurs. And most of all, they're all coachable.

Next Step...

Now you have a good idea of the kind of great clients we work with, the issues we help them resolve, and what they have to do to be successful. If you have a lot in common with our ideal clients learn more about how Elevating Your Business works to help you get all you desire and reach your goals -- faster! Or simply contact us to discuss your specific challenges.

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