About Maria Marsala

An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life!
8 August 2014

30+ Ways RIAs Sabotage Their Firms’ Growth

2022-08-07T17:41:28-04:00August 8th, 2014|2. Management|0 Comments

Could you be sabotaging your business growth? I see it happen all the time: the good intentions of financial advisors gone awry.  Advisors envision operating a profitable business, serving great clients the "right way" and living an exceptional life doing what they love. Many advisors expect, rightfully, that as they gain new clients, business growth will make it possible to hire help, build a wonderful website, create a great team, and do the things they enjoy in an office they're proud to have clients walk into.  However, they find that as they grow their firm, frustration and overwhelm set in. Some advisors prefer running a solo practice, learning everything they need to do for business growth, doing everything themselves, and never

2 August 2014

Gain More Exposure With This Often Missed LinkedIn Feature

2022-08-07T17:41:29-04:00August 2nd, 2014|Social Media|0 Comments

Often, when I conduct a search on Bing or Google for a firm, what comes up first is the company's LinkedIn Profile -- or an employee’s. It's strange, but true. A LinkedIn profile shows up even before the website they spent thousands of dollars to create!     Using LinkedIn When you use LinkedIn, you're using it personally. That's why the User Agreement states that you must upload a personal photo on your profile and when you fill in the profile, it asks for your first and last name. You have created your summary and experience to include keywords (where you're located, where the clients you service are located, your specialty, etc.) in your description OR

5 July 2014

8 Strategies for the Wishful Independent Financial Advisor

2022-08-07T17:41:29-04:00July 5th, 2014|2. Management|0 Comments

If you're considering leaving a wirehouse or B/D, don't do it the hard way! Instead, carefully plan your exit, taking into account everything involved to make your move in addition to starting and growing a business. Leaving your job before you are really ready will cause you added frustration and big changes are stressful enough! Your business will have a greater chance of succeeding, independently, if your game plan includes adjusting your attitude, getting your dreams in order, and physically preparing for your new business before you hang that shingle. Many clients I've coached, long after they've gone independent, wished they had Victoria's advice below before they got started! Guest Post: By Victoria Bowen, Consultant for

24 June 2014

Advisors: It’s time you move out of your home office. Now what?

2022-08-07T17:41:29-04:00June 24th, 2014|Leadership|0 Comments

You've made the decision to move out of your home office or out of the cafe into a main-street office.  You'll be expanding in the next 5 years, intend to hire an associate (or two), a full time receptionist/office manager, etc. This is a real life situation many advisors go through.  Hiring a Realtor is a great idea.  However, if you don't have a well thought out ideal office list, your Realtor is going to drive you ragged -- and it's your own fault.   (Hint: if you already have an assistant, etc. ask them to brainstorm with you, and your coach, of course, too.) Questions:  What is on your ideal office list? What precautions are important

1 June 2014

Give Your Financial Business a Tune-Up

2022-08-07T17:41:29-04:00June 1st, 2014|2. Management|0 Comments

Our Business Tune-Up Assessment will help you measures 46 key indicators of a successful, profitable business. New to business or an old pro, the first step to growing a business is to assess where you are right now. Why? Because those things that need “immediate fixing” will be placed in your Growth Plan's goals, where you'll create strategies and action plans to make changes. The areas that are working well, give a big hurrah!   Rate the state of your business. Rating System N/A= Not Applicable 1 = disaster 3= average 5 = brilliantly successful _________ Business Plan/Written Goals _________ Business Tracking System _________ Daily Game Plan _________ Business Plan Effectiveness _________ Attracting Your Ideal Clients _________ Exit Strategy

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