Elevating Your Business – Consultative-Coaching for Ambitious Female Financial Advisors
Elevating Your Business (EYB) is an independent, woman-owned-and-operated business created in 1998. With over 40 years of business and industry experience, founder and CEO Maria Marsala brings unique insights to the independent financial advisor and accounting markets by providing consulting, coaching, and courses. She has authored a number of workbooks and hundreds of articles, is frequently quoted by the media, and speaks at national business events.
If you are a motivated, ethical, entrepreneurial and growth-minded independent woman advisor who’s looking for innovative solutions for extraordinary business growth and a higher quality of life, let’s partner up! Elevating Your Business provides the systems, training, and guidance to ensure you use our proven tools right away – because you don’t need any more dust collectors on your book shelf!
Maria’s “claim to fame” is a program called “Book MORE Clients” which helps advisors create a strong, strategic niche AND integrate that niche throughout their firm’s marketing and onboarding efforts.
If you want to plan for more success and have greater impact on your clients’ lives, Maria suggests focusing on three areas: strategic growth, customer service, and team building. These are the primary ways to improve revenue, increase productivity, streamline processes, and maximize efficiency.
Have a team? Maria’s programs energize your team members, impacting their ability to lead, take action, and achieve extraordinary business outcomes – all on their own. No team yet? We’ll work with you to create the right system from the get-go.
Elevating Your Business Has the Tools to Help You, and Then Some
Get Double Your Investment With Business & Life Coaching
For when business gets in the way of your life…
If you want to grow professionally, and also have a desire for your business to serve your life (instead of the other way around) you’ll be happy to learn that Maria is also a trained life coach, too. In this economy, you get double your money’s worth!
Let’s Talk
Maria meets customers by phone, Skype, video, at your office or home, at a retreat, or at a conference center. Clients hire her for proprietary, proven programs and her New Yorker, “let’s get it done” attitude that includes lots of empathy. After all, she’s been in your business shoes, too. Our best clients have had it with programs that only pussy-foot around the issues and don’t provide them with what they REALLY need, including accountability.
We look forward to being your strategic success partner. Contact Maria now to take your business
Financial Advisor Coaching That Fixes Problems “Upward”
You’re probably here because—to be blunt—your business is running your life.
In an attempt to take control, you’ve worked 60-hour weeks (plus some). Chances are you feel burnt-out. You’ve tried fixing things. You may even have a team, but that’s not working the way you hoped, either.
You want to attract new ideal clients without having to be a marketing genius. Gain an edge with proven methods that work. Maybe even get some personal and professional coaching, because — especially as a female financial advisor — it’s been lonely at the top.
Bottom line, you want to love your business again.
Hi! I’m Maria.
I’m a trained personal coach and a veteran Wall Street trader and operations manager. I spent 20 years on Wall Street in an era when female financial executives were as rare as pink diamonds. As a retail trader, I had reps and advisors as clients, while as Bear Stearns’ first internal consultant, I worked in compliance, accounting, new accounts, purchasing, IT, and the branch offices. Later, I founded a consulting firm in which my projects included issues surrounding trading fraud, technology development, and accounting department reorganization and management.
As a straight-shooting, no-BS, results-oriented business consultant and executive coach I’ve helped both women and men financial advisors elevate their game and achieve success on their own terms.
"I’m allergic to Band-Aids. I get to the bottom of issues and fix them upwards."
I like people to be at their productive best, and that happens only when the right systems are in place and working well. Together, we’ll work on your firm’s people and processes and give your firm a performance coaching overhaul. More profit will follow!
I want to see you enjoying your business more…and see your people smiling more. I want you to feel like someone is in your corner. And I want you to keep more of your hard-earned revenue.
The Elevating Your Business Team
In addition to the team below, I provide clients with a myriad of vetted resources, often three, for any task they are seeking that is not included in our services.
I’ve always considered it important to give back, which led me to a brief stint in nonprofit management. However, that wasn’t “it” and I returned to Wall Street. I found later that helping business owners reach their goals, no matter how long they’ve tried to reach them, was the best way for me (and my clients) to have the financial resources to give back!
Maybe it’s the former Girl Scout in me, but I’ve always been active in my community, from tutoring younger kids while still in grade school, to mentoring teens, to leading beautification projects in NYC and beach cleanups near my first home on Staten Island. When I relocate, I find a church I like and pitch in.
At home, I love tending to my plants (I’m a Master Gardener), experimenting with new foods, learning about new technology (proud geek here), perusing hardware stores, and renovating my home.
She helps firms grow through effective marketing strategies powered by persuasive communication. Her clients have described her services as “the best money we spend all month,” as their websites rank higher in search engines, office events expand to standing-room-only, and client numbers climb.
Chrissy tells your unique story through websites, blogs, articles, biographies, newsletters, and emails. She offers additional writing services for speakers, including critiquing PowerPoint presentations, creating event materials, writing thank-you letter templates, and more.
Chrissy is a Certified Solutions Provider and Speaker for the newsletter software Constant Contact and a three-time winner of its All-Star Award. She speaks about how to write powerfully to attract clients, marketing using email newsletters, and beginner search engine optimization for blog articles.
Chrissy originally hails from the Detroit area and currently lives near Orlando, Florida with her boyfriend Tony and their sheltie, Bullet. In her free time, she enjoys trips to the beach and cooking for friends.
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