There had to be a different way to start a practice management workshop for financial advisors, I thought to myself. Then I picked up the book I was reading, a book that was recommended by Warren Buffet and Bill Gates -- "Business Adventures: Twelve Classic Tales from the World of Wall Street". And right there was the answer. Enjoying US history as I do, I decided to compile a list of questions I can pick and choose from and have my audience answer. I thought that others might enjoy answering these questions, and created a quiz about the beginnings of the industry I grew up in, have enjoyed thoroughly, continue to participate in, and have enjoyed

New RIAs and financial advisors. Grow your financial firm on a strong footing. I love working with Top Advisors and my programs are geared towards their needs.  However, I'm always looking for affordable ways to help (newer) advisors to become Top Advisors.   For my purposes, you’re new” if you've been independent or working for a firm for less than 3 years and your revenues are under 250K.  OR you've been around the block a few times but your revenue is less than 250K a year. In the past few months, I've had conversations with many newer advisors who come to the gate with big lofty goals and small pocket books (purses, or attaché cases).

WHAT IF "WHAT YOU DID THIS SUMMER" PUTS YOU ON TARGET TO MEET AND EXCEED YOUR 2015 GOALS? It's almost halfway through the year. Are you almost halfway to your 2015 goals? In January, you set goals to increase your AUM, work fewer hours, and spend more time at home . . . how are you doing with those? Time flies, doesn't it? Before you know it, you get sidetracked and end up bogged down in paperwork. And those resolutions seem far, far away. It's natural to just do the things you’re comfortable with for the sake of time and sanity. But doing the same things won’t get you to your goals! If you're REALLY serious

As a Business Coach, I enjoyed listening to Mr. Schmidt's endorsement of how helpful it's been for him to have Coach. It's a big myth that only people in trouble or people who lack solutions or who can't solve their own problems hire coaches. The truth is that hiring a coach gives you another perspective on life/business, an ear to hear yourself speak outloud, and cheerleader, someone who helpfully questions you, and a person who provides you advice. In my case, I assist my clients to create plans and improve the operations and marketing of their firms. Enjoy the short video.

As part of Global Entrepreneur Week, November 18-24, I am offering free 20-30 minute coaching sessions to FINANCIAL advisors, planners, executives, mangers and professionals AS WELL AS nonprofit executives. Sessions are available on the hour or half-hour starting at 9am and ending at 5pm on NOVEMBER 22, 2013. Schedule your by completing the application at: Learn more about this special week at http://www.unleashingideas.org/ -- Maria Marsala