24 June 2016

Get Back On Target To Meet & Exceed Your 2016 Goals

2022-08-07T16:15:44-04:00June 24th, 2016|Events|0 Comments

WHAT IF "WHAT YOU DID THIS SUMMER" PUTS YOU BACK ON TARGET TO MEET AND EXCEED YOUR 2016 GOALS? It's almost halfway through the year. Are you almost halfway to your 2016 goals? In January, you set goals to increase your revenue, lower your expenses, 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

31 March 2016

Advisors: Make this summer your busiest ever

2022-08-07T16:15:48-04:00March 31st, 2016|Events|0 Comments

No matter what level of experience you have in the industry, this summer could be your busiest ever--if you master the art of the referral conversation and prospect follow-up. I am pleased to be sponsoring a 6-week Referral Mastery Webinar Series, beginning on Tuesday, April 19th at 2pm Eastern. =====> My friend and colleague, Sandy Schussel, who was one of the most popular experts in my Count on Success Conference event earlier this year, will be hosting this training which, in the past, has resulted in a dramatic increase of business for most of the past attendees. Sandy is widely recognized as a foremost authority on referrals. In his fifteen years as a sales trainer and

30 January 2016

Did you miss the Count on Success Summit?

2022-08-07T16:15:49-04:00January 30th, 2016|Events|0 Comments

Dear Financial Advisors, Planners & Wealth Mangers: If you missed any of the experts featured during the Count on Success Summit, don’t worry!  You can have them all! AND, for a limited time, save $100 on the SUMMIT! VIP Advisor Success Kit It was a challenge to write notes fast enough on these timely topics: Growing Your Revenue—and Increasing Your Profits Simplifying Your Business Working Less, Decreasing Stress, and Having More Fun Becoming Known as an Authority Attracting Your Favorite Kind of Client Every session gives you proven strategies from our 10 industry experts!  Every session allows you to take action, increase your productivity, improve your effectiveness, and ultimately earn more. Who knows which strategy will

1 December 2015

Free Business Workshops for Financial Advisors

2022-08-07T16:15:51-04:00December 1st, 2015|Events|0 Comments

2016 Free Virtual Count on Success Summit for Registered Investment Advisors, Financial Advisors, and Planners  January 11-27 Financial industry experts will deliver 10 different sessions - with topics ranging from cybersecurity, automation and systematization of operations, marketing, social networking, human capital, and succession - at this year's free Count on Success Summit.  The virtual summit features thought leaders from various practice management fields.  It will be held online from January 11-26, 2016. “Because the event is held online, it’s a rare and affordable opportunity for advisors to learn how to grow or make improvements to their firms,” says Maria Marsala, Operations & Marketing Manager to Financial Advisors and the event’s organizer.  “Advisors can invite their teams to

14 October 2015

Seeking Practice Management Speakers. Financial Advisor Niche

2022-08-07T16:15:53-04:00October 14th, 2015|Events|0 Comments

Who: I'm Maria, a Business Coach who works with Financial Advisors.  My website is www.ElevatingYourBusiness.com   Where:  I'm taping either an Interview with speakers OR a webinar with PPT.  Speakers Choice. What:   Count on Success Virtual Practice Management Summit  The Count on Success Virtual Summit speakers are providing important educational content with action steps that advisors can use right away. Whatever  practice management topic they speak on, the topic and materials can stand on their own. Event  Theme:  More Profit, Time & Fun Who: (Speakers) You're an expert in a practice management area niched to financial advisors. You'll speak for free (the entire event is free) on my virtual platform. You and I will tape

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