Business Coaching & Coffee Saturdays

Coaching  & Coffee Saturday! Virtual Meeting, on StartMeeting Starts: Saturday,  May 2, 2020 Reoccurring the First and Third of Each Month New York   11:00 am Vancouver    8:00 am Dehli            8:30 pm  IST Sydney         1:00 am AEST, Sunday London         4:00pm  BST Open Coaching on Your Questions & Let's talk about what it's like "Working From Home", how to make it work better for you, and share what you're doing with your fellow advisors.  But if you have something pressing on your mind, bring it to this open coaching session.   Your Coach is in! To register, enter your information here   

2020-04-24T01:51:43-04:00April 24th, 2020|Events|0 Comments

You’re invited – May 3rd

On Friday, May 3, I am hosting a private broadcast Q and A at noon EST, 9am PST. The conference call will be held directly from my private residence in Brooklyn, NY. Topic:  8 Steps To Nailing Your Niche and Q and A -- so bring your questions and I'll answer them on the call. This is by invitation only… and I am inviting YOU! This event is for financial professionals business owners who have questions about niching.  It's for: Established advisors and business owners who have tried niching and somehow it didn't work out exactly like you thought and you want back to business as usual. Successful advisors who hit a plateau and are struggling to get new clients. Professionals  who know they need a niche (like the most successful advisors), don't know where to start, and want proven steps to follow Advisors willing to make the necessary changes to the way they do business and move from "hunters" to "attractors". This Q and A is for high-achievers only. (Or those who aspire to be.)  Because top advisors and business owners have niches! Does that describe you? If so, go here now ← quick, limited capacity. The session will last less than an hour.  But can significantly change the rest of your life. I'm not BSing you. By now, you know that I'm not a BS kiinda gal.   HOW I'LL RUN THIS CALL My goal is to answer your questions, which I'll do.  However, I want to provide you

2019-05-01T17:47:16-04:00May 1st, 2019|Events|0 Comments

3 Months of UNLIMITED Laser Coaching – Anniversary Special

Expires March 4, 2019   No, you’re not dreaming.  Get UNLIMITED consultative coaching sessions for three months for less than 500 bucks a month (USD)!   What? Apply for three months of unlimited "Work Smarter Laser Coaching” at the unheard-of one-time price of $1,497.   When? This offer is good until March 4, 2019 or until the first 10 business owners or executives register.   Why? This is my 20th year in business, so I am celebrating, and you get to benefit!   How? Apply online to talk to me about joining the program:   For the next 3 months, let me coach you to: Determine your niche Create your business plan Banish burnout and get more things done Design your marketing funnel Create a budget to get out of debt, reduce expenses, or save for a home Hit your next income milestone Hire your first or next employee Get ready to go independent YOUR BUSINESS OR LIFE GOALS HERE…   I'm limiting this offer to the first 10 people who register because I want to make sure you get the attention you’re applying for. -->Apply here:   WHAT YOU GET An exclusive link to schedule 15-minute “Work Smarter Laser Coaching” sessions with me Monday through Friday (Eastern US Time). During each session, I’ll review your “happy homework,” we will discuss your progress, and determine what you need to do next. (First session with me will be 30 minutes.)   You may ONLY sign up

2020-04-08T20:30:04-04:00February 24th, 2019|Events|0 Comments

FAs: Two Free Business Workshops Advisors: View Until 1/15/2019

Manage Smarter: An easier way to plan Watch here How would it feel to have the next 4 quarters planned out for more business success? What if that plan was strategically and tactically designed to generate more profit each and every month? It's time to stop flying by the seat of your pants. Help yourself get more focused and help your clients get clear on what you do, what you stand for, and how different you are from the competition. JOIN US TO DISCOVER: • Common mistakes financial advisors make when they set out to plan their year •5 specific steps to help you identify the most important places to spend your time and earn more money in 2019 •How to avoid bright shiny objects and concentrate on what will attract the best clients and employees to your firm Watch now Market Smarter: Hitting Your Niche Watch here Wouldn’t you like to be SOUGHT OUT by prospects instead of constantly chasing them? As a financial advisor, you need to establish a connection with the clients you’re looking to serve. If prospects aren’t finding YOU, you are missing your niche. In this program, you’ll learn how to differentiate yourself so that you become the OBVIOUS CHOICE for clients. You’ll discover practical strategies for developing a niche that single you out as the “go-to” expert. JOIN US TO DISCOVER: •Common mistakes financial advisors make around niching •3 specific steps to help you identify the best niche for you and

2019-01-05T19:22:35-05:00January 5th, 2019|Events|0 Comments

World Mental Health Day is October 10

World Mental Health Day is next Wednesday, October 10. First celebrated in 1992, World Mental Health Day is a day for global mental health education, awareness, and advocacy against social stigma. I wanted to do something for other business owners, who also deal with depression or ADHD. Entrepreneurs who struggle with PTSD, anxiety attacks, bi-polar, OCD, or a learning disorder have unique challenges. Within the challenges come gifts. At some time in life, I realized keeping lists helped me reach my goals much quicker. I picked up the skills of designing and using schedulers, forms, checklists etc.  All these were originally things to help me stay more focused on what is important to me. By staying focused on the “prize”, I accomplish more than I could ever dream about. The systems I put into place as I traded and helped retail reps and advisors were so good (saved time and money) that my bosses bragged about them. Next thing I knew, I was helping others customize the systems and initiate them. I became the “go-to” person or “fixer” of trade and operations problems. They were “Maria problems” that got fixed, and then I would help departments make changes, so the problem didn’t happen again. Today, the work I do with clients is based on systems. the. Some of the systems may not be easy, but once used, they’ll become part of their business processes. We Need to Talk About It More If you’ve dealt with mental health

2018-10-03T14:30:42-04:00October 3rd, 2018|Events|0 Comments

Book MORE Clients, 2 Days Left

When I make a deadline...I like to keep it. Deadlines are one of the BEST tools for getting things done...but only if you adhere to them. That said...I've been exhausted by driving over 3000 miles and swamped with emails from people who were out-of-town or not checking their email and missed the special release of Book MORE Clients Academy and all the bonuses. So... until noon on July 5th, EST I'm re-opening the cart and letting you get started for just $497 and get all the bonuses.   (yes, I’ve changed the schedule around a bit so that the program starts July 12.) CLICK HERE NOW If you don't have any idea what I'm talking about, click the link above or simply check out the rest of the message below. --------- If you are ready to stop “spaghetti marketing and start mastering your marketing, and turbo charge your business in the next 12 months, then you want to transform your marketing efforts with this advanced training program. However, before I go any further, I want to say that this program, like any other coaching program, is not a guarantee that your business will sky-rocket or even change at all.   What I teach has worked for me in growing my training business and it has helped many advisors and service business owners worldwide over the past 20 years. Make no bones about it, this is an intensive 12-week program and some of those I’ve interviewed are unable to put aside the

2018-07-03T16:59:59-04:00July 3rd, 2018|Events|0 Comments

[LIVE! June 19] Finally Hit Your Niche!

The top 10% of advisors actively market to a niche. But it's not easy to choose one. Especially when you’re good at many things and enjoy helping clients in many ways. As a result, when you attempt to focus and pick a niche all on your own, the exercise quickly becomes frustrating. And you give up! This is true for new advisors, as well as more established ones. Therefore, on Tuesday, June 19th, 2018 at 1 pm EST, I'm doing a live, free, small-group mini-training. We'll go for about 45 minutes, including training and some Q&A. Join me on Tuesday June 19 for this live conference call: "How to Finally Hit Your Niche" >>>> Go here to sign up and you’ll get the Dial-In and Access Code Upwards and onwards, Coach Maria PS - I'm taking your questions on this conference call, so get them ready! Here's a loose agenda. • Why niching is important • Why advisors need to niche • What niches to avoid (this was in the sequence as a teaser) • What is the biggest mistake in niching - not developing ICP (this was in the sequence as a teaser) • Then the list of questions in the 2nd email, which go along the lines of how to pick a good niche, how marketing is affected, etc. • Then answer specific questions from callers. >>>> If you finally want to focus and pick your niche – sign up to get the access codes

2018-06-16T16:23:43-04:00June 16th, 2018|Events|0 Comments

Advisors: How to Create Your Niche (Free Webinar)

Why should an individual seeking a financial advisor contact YOU?  Why should your clients risk their reputation and REFER you?  What makes you STAND OUT? If you answered, “Great customer service!” or “Experience!” or "Fee-Based" your voice evaporated in a crowd of thousands.  If you talk about your credentials, how you’re paid, or your fiduciary responsibility, you’ll only confuse the stranger you’ve just met. Wouldn’t you like to be SOUGHT OUT by prospects instead of constantly chasing them?  As a financial advisor, you need to establish a connection with the clients you’re looking to serve.   If prospects aren’t finding YOU, you are missing your niche. In this program, you’ll learn how to differentiate yourself so that you become the OBVIOUS CHOICE for clients.  You’ll discover practical strategies for developing a niche that single you out as the “go-to” expert. Accept that you can’t be all things to all people and enjoy the benefits that go with hitting your niche.   WHO SHOULD ATTEND? Financial advisors, in business 1-50 years who are: not currently running a niched firm and know it’s time to focus on one niche running a niched business but their niche just isn’t working out the way they thought 10-20 years away from retirement and are ready to create a niche as a way to purposefully grow their firm as part of their nest egg Learn more now   JOIN US TO DISCOVER: Common mistakes financial advisors make around niching 3 specific steps to help you identify the best niche for you and your firm The 4 four niches you don’t want to choose (and why)   Register and view. You choose

2018-05-23T23:42:14-04:00May 20th, 2018|Events|0 Comments

Two Choices When It Comes to Business Growth Challenges

No matter what challenges you’re facing as you grow your business, you have two choices: 1) Struggle on your own. 2) Take a shortcut to success by being coachable and working with someone who can help you get there faster. We all have blind spots, especially when it comes to being both the Chief Rainmaker and CEO of our businesses! It’s easy to get overwhelmed by all there is to do—especially when you feel like you’re just treading water; hardly the meteoric rise you dream about (and know you are capable of)! But once you implement a few proven systems and see real progress… that’s when you’ll be able to breathe again! You finally start feeling like you’re the CEO of your business… and your life! When the overwhelm and frustration of being on the “hamster wheel” are gone, it’s a lot easier for you to take your business and your life to the next level. This is exactly what my Book MORE Clients program was designed to do. From my work with private clients, online webinars, and live conferences (here in the US and abroad), I’ve found that the #1 blind spot for financial advisors is the concept of niching. My program helps you identify your mental blocks about niching, blasts all the niching myths, and gives you a proven system for becoming the obvious choice of the clients you most want to serve. So, if you want to learn what the top 10% of advisors do to take their businesses to the next level, my Book MORE Clients

2018-05-19T18:24:13-04:00May 19th, 2018|Events|0 Comments

Happy Passover…

I didn't know that my grandmother was Jewish until I was 12 years old.  Living in an Italian and very Catholic neighborhood in Brooklyn, the subject never came up.  I just figured that she was Catholic but never went to church! Grandma wasn't a practicing Jew, but she lit special candles for my grandfather (the Catholic) after his death.  My mom chose, as an adult, to be Catholic.  I attended pre-K at a Synagogue on Ocean Parkway in Brooklyn and then 13 years of Catholic School.  Today, I attend a Lutheran church.  Go figure. But to anyone who is Jewish... I'm Jewish.   Never did I realize how much so until I moved to North Carolina and other people realized how many Jewish (as well as Italian) words made it into my vocabulary! Bensonhurst, the area of Brooklyn I grew up in, is the area next to a very Jewish section of Brooklyn, called Borough Park. On Wall Street, I worked at firms started by Jews, like Reynolds and Bear Stearns, where I learned about the Jewish culture.   And over the years I've had Jewish friends that I've questioned about the culture, too.  I sure do love learning and have attended a Seder meal. Interesting, that many of my clients (and friends) have been Jewish, too. Here's a very good article about Passover. This one is about the special meals served during this very holy time.   Here's a very traditional recipe sent to me by my

2017-11-04T01:21:11-04:00April 10th, 2017|Happy Holidays|0 Comments
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