31 January 2014

16 Ways To Leave Your Financial Firm

2022-08-07T17:41:35-04:00January 31st, 2014|2. Management|0 Comments

The best planning processes keeps the end goal in mind. While creating their Business Blueprint, I ask all new clients the question "how do you want to exit your firm". The most common answers are: I want to drop dead at my desk Why do we need to talk about that for?  (especially if they've just gone independent, but usually the answer for anyone under 40) Yet dying at your desk will create numerous problems for your estate and that sort of strategy will only hurt your family and staff -- and your clients!.   In fact, financial advisors and planners, CPAs, etc.  are acutely aware that having ownership in a business upon death isn't a good financial planning. But when you get down to brass tactics, it's as

19 December 2013

3 Employer Legal Landmines

2022-08-07T17:41:37-04:00December 19th, 2013|Teams & Groups|0 Comments

[Maria's Comment: This week a colleague, Devora L. Lindeman, Esq., a Partner at Greenwald Doherty, whom I met through LinkedIn a few years ago, sent me her newsletter and I enjoyed reading her tips and used the template she attached.  This topic is of interest to Financial Advisors, Planners or Managers who have team members or are thinking about it. AND it's of equal interest to all CEOs, small business owners, and HR professionals, too. Thank you Devora for being my 2nd Blog Guest Author and for providing me with permission to share your tips with my blog subscribers and viewers.  Enjoy this excerpt from Devora's newsletter!]   3 Employer Legal Landmines There are many issues that could

17 December 2013

Strategic Partnership Benefits Financial Advisors

2022-08-07T17:41:37-04:00December 17th, 2013|Leadership|0 Comments

"Financial advisors now have a private environment in which to share ideas, learn from one another, and find solutions to their problems... Within the FA today site, members can connect with coaches, industry experts, and their peers--and act on the industry’s best business development and marketing ideas as they’re written." "We are always seeking new ways to help even more financial advisors, and FAtoday.com lets us do that in real-time." --Maria Marsala, Founder of Elevating Your Business   Learn more about this opportunity for Financial Advisors at http://www.prweb.com/releases/2013/11/prweb11363714.htm

29 November 2013

8+ Email Productivity Tips For Financial Advisors

2022-08-07T17:41:38-04:00November 29th, 2013|Productivity & Goals|0 Comments

For the last two months, I've been changing the way I view my email accounts. I've noticed that NOTHING I get is ever an emergency that needs action this very minute. I've also noticed that if I don't read my email until 11 a.m., I accomplish more and when it's time to read my email, I can go through it much quicker -- to answer, delete, or move to an appropriate folder. Email can be so time-consuming, it's not surprising that in his book, "The 4-Hour Workweek", Tim Ferriss recommends creating an automatic email that says you read your email once or twice a day. (I've read the book and used this one idea, but found

14 November 2013

5 Ways To Eliminate Invisible Expenses & Earn More in 2014

2022-08-07T17:41:39-04:00November 14th, 2013|Productivity & Goals|0 Comments

Supported by the Wise Words of Benjamin Franklin "Beware of little expenses. A small leak will sink a great ship.” -- Ben Franklin You can cut budgets in many areas, but often, activities that waste your time can cost you the most.  Savvy financial advisors see that soft or invisible costs translate into hard dollars lost.  To help profits, focus your energy on repairing the “small leaks” in your firm and measure the value of how, and with whom, you spend your time.  After assessing which activities add value to your business, eliminate time and energy wasters. Below are five ways you can narrow your focus and enhance your efforts to grow your business, complete with

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