What We Do
Few of our clients have experience acting as a CEO's involved in the day-to-day and long-term managment of a growing firm's processes, people, and profits. In fact, the financial firm owner or independent financial advisor starts out as wearing many hats including the hats of owner, manager, marketer, and of course, the advisor. That's why they retain us as their coach -- to keep their business, career, and and lives on-track. A Coach's goal is to be instrumental in helping an advisor plan for business growth, set and track goals to move the business forward, and execute against their plan. Which roles they want to continue in as their practice grows is up to them. Areas we cover are client acquisition processes, marketing, staff hiring/development, life planning, and more. Even as important to the long-term goal of a company is the creation of business model that helps it's owner reach their life plans which includes an exit/succession strategy from their business.
World-Class Business/Practive Management and Marketing S.Y.S.T.E.M.S.
It's time to
Save
Yourself
Stress,
Time,
Energy,
Money -- and
Succeed
We use EduCoaching™ our propriety mixture of coaching, consulting, advising, and education. We find that our clients come to us or find us because they're looking for a business coach, BUT what they really need is a mixture of tools, templates, resources, advice -- multi-solutions to help them overcome any challenges or learn skills to help them find more clients and keep more business. We walk our clients our six-steps to substantially grow their businesses and lives. The 6 steps are:
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Change Grows Companies
Build more efficiency, innovation, and strategic thinking into your businesses processes. It will give you more time to enjoy life and "to do" more business.
When you join Elevating Your Business, you gain a partner committed to your personal and professional success. We want to help you build value into your business and offer you these services:
Strategic Planning – One-on-one and group consulting services that help you develop a one-page strategic plan and yearly plan for achieving your company vision and then integrate each staff member's plan into yours.
Integrated Marketing/Advertising/PR/Networking/Events/Social Networking – Assistance in developing a structured marketing plan looking at the various ways you can attract new clients and retain those you have. This may include creating a yearly marketing calendar, providing you with tools to execute your plan, and the guidance along the way.
Staff Recruiting – Recruiting guidance for growing a cohesive team including developing a one-page plan for any new positions.
Ongoing Training – In-depth practice management and marketing training for you and your staff.
Systems Development - Evaluation, selection, design, and implementation of systems, including technology solutions, that help you get to the next level which keeping customer service in the forefont.
Operations Managment - Streamlining the daily, weekly, monthly and yearly operations of your business to maximum performance and productivity.
Succession or Exit Planning - Because you put in years of blood, sweat, and tears into your business it's worth something to you and those you love.
Could your business benefit from EduCoaching™?
The best way to find out who we are is to ask for a complimentry Exploratory session and begin the journey to fast-tracking your business and life forward. Wherever you want to go, it starts here.
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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