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.

• 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.
•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)

Watch now

“During the Planning for More Profit (One Page Plan) workshop, Maria convinced me that a business plan does not need to have multiple pages and that, in fact, a 1-page plan can be even more effective!”
Jeff Birnbaum, Financial Planner, CFP®, EA, On Point Financial, New York, NY

“Thanks for giving me access to the Hitting Your Niche webinar. You motivated me! Immediately I reworked my niching description and business plan. I put them side by side on a post card that I will review every day.”
JA, Chartered Financial Consultant, President, Florida


RIAs, Group Benefits Consultants, Financial Advisors, Wealth Managers, Commercial Line Producers, Life Insurance Agents and other business owners who are making a difference in the world. If you’re serious about growing your business exponentially in 2019, this program is for you. You are:
•not currently using a plan or niche to grow your business and you’re not as focused as you want
•“kind of” running a business with a plan that is too complex to follow
•10-20 years away from retirement and are ready to grow your firm and build your nest egg