24 September 2018

Grow your financial firm faster

2022-08-07T16:12:15-04:00September 24th, 2018|Teams & Groups|0 Comments

There are several advantages associated with guiding business owners and executives to grow businesses for twenty years. One is the ability to identify common obstacles as (or before) they surface and advise action that transforms circumstances into success stories. For the past twenty years, I’ve helped established businesses grow by $6 million and start-ups to quickly grow to the $100,000+ level—and everything in between. I founded Elevating Your Business in 1998 to specialize in working with financial advisors, planners and professionals who make their living by offering their services and expertise. Within these ranks I’m drawn to the challenges of team consisting of 1-20 employees or consultant.  This is also my own business model. The people

13 May 2018

Women Business Owner Special

2022-08-07T16:15:27-04:00May 13th, 2018|Teams & Groups|0 Comments

(Men, I will host a similar sale for you the week after Father's Day, so get ready!)   Happy Mother's Day to the many business mom's I'm connected with on social networking, on my email lists, and who read my blog.  And to women like me, without children who are nurturing, loving women business owners. Schedule a one-time, fifty minute consultative-coaching call with me to discuss your business, at a special rate. Receive specific recommendations and resources to help you solve your most pressing business hurdle(s).  You bring your questions to the call. Get my 40 years of business experience, 20 years from Wall Street Executive  and another 20 years as a (service) Business Owners.  Pick my brain, ask

6 April 2018

3 Steps To Manage Change and Turn It Into an Adventure

2022-08-07T16:15:29-04:00April 6th, 2018|Teams & Groups|0 Comments

Change management is not just the newest buzz phrase in business. Ignoring or consistently feeling frustrated with industry changes can have a slow, draining effect on your business—much like death by a thousand cuts. Because resistance to change is an undercurrent—not always obvious—it’s easy to miss. Until you’re miles off your mark, that is! If you or your team members are lagging in productivity, change management may be the antidote. If you’re not able to roll with the punches caused by growth, changes in technology, or regulation, change management is the direct route to increasing productivity and profitability—even ahead of time management or sales strategy. ACTION STEPS Read why we resist change and three proven steps to manage change without

17 November 2016

Seeking Bookkeeper, Brooklyn NY

2022-08-07T16:15:42-04:00November 17th, 2016|Teams & Groups|0 Comments

This position is physically located in Bay Ridge Brooklyn. LOCAL BOOKKEEPERS PLEASE APPLY. We will not answer correspondence from bookkeepers who prefer working virtually. Currently taking applications. JOB SUMMARY: This position requires a knowledgeable bookkeeper, familiar with QuickBooks desk top edition well, has an understanding of basic accounting principals, is Internet savvy and enjoys a challenge each month.    If you prefer consistency  in tasks, you'll find this position too frustrating, so please do not apply. Position involves bookkeeping with quarterly journal, reconciliation,  and quarterly state sales and income taxes, etc.   No federal income tax preparation. We are a small business who sells both services and products with sales tax.  Average number of hours per month

27 September 2015

How to Find Undiscovered Funds

2022-08-07T16:15:53-04:00September 27th, 2015|Teams & Groups|0 Comments

Do your clients demand alpha? Then you need an edge when it comes to finding top performing undiscovered funds. Searching for undiscovered funds is like choosing the best vegetarian entree at a Texas steakhouse. It doesn't have to be like that. True Bearing connects investment advisors with undiscovered fund companies. The process is simple.   Log into www.true-bearing.com Enter a brief investment request (RFP) Get Responses Set meetings with the desired fund companies Questions? Call Joel Johnson - at 415-659-1831  or visit www.true-bearing.com. Please mention that Coach Maria sent you.

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