You’re probably here because—to be blunt—your business is running your life.
In an attempt to take control, you’ve worked 60-hour weeks (plus some). Chances are you feel burnt-out. You’ve tried fixing things. You may even have a team, but that’s not working the way you hoped, either.
You want to attract new ideal clients without having to be a marketing genius. Gain an edge with proven methods that work. Maybe even get some personal and professional coaching, because — especially as a female financial advisor — it’s been lonely at the top.
Bottom line, you want to love your business again.
Hi! I’m Maria.
I’m a trained personal coach and a veteran Wall Street trader and operations manager. I spent 20 years on Wall Street in an era when female financial executives were as rare as pink diamonds. As a retail trader, I had reps and advisors as clients, while as Bear Stearns’ first internal consultant, I worked in compliance, accounting, new accounts, purchasing, IT, and the branch offices. Later, I founded a consulting firm in which my projects included issues surrounding trading fraud, technology development, and accounting department reorganization and management.
As a straight-shooting, no-BS, results-oriented business consultant and executive coach I’ve helped both women and men advisors elevate their game and achieve success on their own terms.
I’m allergic to Band-Aids. I get to the bottom of issues and fix them upwards.
I like people to be at their productive best, and that happens only when the right systems are in place and working well. Together, we’ll work on your firm’s people and processes and give your firm a performance coaching overhaul. More profit will follow
I want to see you enjoying your business more…and see your people smiling more. I want you to feel like someone is in your corner. And I want you to keep more of your hard-earned revenue
I want to see you enjoying your business more…see your people smiling more. I want you to feel like you have someone in your corner. And I want you to keep more of your hard-earned revenue.
Want to work with me? Right this way.