Financial Advisor Coaching Reviews & Results

Financial Advisors Celebrating Success

Before you read the financial advisor coaching reviews below, let’s be 100% clear. My programs are not “get-rich-quick” schemes. Each client’s situation is unique, and your results will vary. Building a successful business involves taking risks and providing an investment of your work, time, and money.

I will help you eliminate much of the guesswork as you grow your financial firm big(GER). You will use the proprietary tools I’ve developed and together we’ll customize them to your business.  You move past fear by taking action and monitoring your results to adjust and create growth. That’s what my clients have done for over 20 years. That’s what big companies do to be successful. And that’s how you should do it, too!

You’ll notice I have testimonials and reviews from many professions, not just financial advisors.  That’s because even though I’ve always had a niche, my work attracts business owners from dozens of professions.  Choose me as your coach and you’ll discover that when you nail your niche and clarify your ideal client, you’ll have the freedom to work with whomever is a good fit for the work you do.

A special thank you to my many clients and students who have provided me with written permission to share their comments with you. This is a much-appreciated favor because 100% confidentiality is a major part of my business model.

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A Balanced Approach

Maria is a top-notch business consultant and coach. I hired her for an hour consultation which turned out to be a great opportunity for me to see my business from a very experienced mentor’s perspective. A “woman of her word” she followed through, by email, with informative links and resources to every single topic that we discussed. Maria shares a well-balanced approach, taking into consideration that “life happens while you’re running a business.” She is intelligent and kind with a straightforward approach on how to manage day-to-day business more efficiently and in turn becoming more profitable. I would highly recommend Maria to Elevate Everyone’s Business.

Shelley Bertram Fallis, Financial Advisor, Armstrong & Quaile Associates Inc., Ontario, Canada

I’m More Confident

You made me feel better about where I am in my marketing and gave me ideas of what I want to pursue, and in what order.

Susan C. S. Cristini, Life Coach, Amherst, NH

Growth After Planning

Because I’m a numbers person, I’ve always had trouble with the “writing part” of planning and setting aside enough time to write a business plan. I knew I needed to have a plan on paper, not just in my mind.

I attended Maria’s business and marketing planning process in one day.  While completing the preparation documentation for the course, I realized that I was in a stagnant place and needed to do new things, including niching, to bring in new business.  I started thinking about important things I had never really thought about. Maria made the one-day process so easy and straightforward.

I had NEVER marketed before, but Maria and my business plan gave me STRUCTURED GUIDANCE. My customer base increased 10% after years of only 2% growth and web traffic increased by 20%. I speak more often (CE credit classes) and have gained 12 well-qualified referrals.

I use my plan to view the progress I’m making towards my goals…and if I’m not reaching them, I refocus to get myself in the right direction.  The template process provided is flexible and easy to change.  As a result, I am on track to regain the clients I lost due to the economy and to reach my goal of doubling my client base within the next 5 years.

A lot of financial people may not be marketing consistently or monitoring their efforts. Having a business and marketing plan like this would help them focus for a longer term, as it has helped me.

Monica Barnard, CEBS, APA, ERPA, Barnard & Associates, Retirement Plan Specialists, Pensacola, FL

Recognize My Ideal Clients Quickly

Many of the questions on your exhaustive list of ideal client questions weren’t part of my thought process and answering them opened my eyes to the possibilities. I came away from your course with a specific, factual description that helps me recognize my ideal clients after 30 seconds of a conversation. Now I can now easily avoid spending time with people who AREN’T my ideal and move on to those who are!

Mary Stursa, Fashion Designer/Owner, Noble Furs, Seattle, WA

Business Of My Dreams

Your Pricing Your Services Just Right program paid for itself within 45 days and I more than doubled my sales within a year. Since completing my business plan, my business is beginning to look like how I dreamed it could be with the best clients ever who value the service I am providing.

Mary Walby, Piano Teacher/Owner, Discovery Piano Academy, Bellingham, WA

New Ways To Reinvent Myself

I had the privilege to work with Maria for a Laser Coaching session on my executive career path. She is OUTSTANDING, down to earth, has real life ideas, and is extremely ahead of our times — not to mention has lots of professional knowledge. Maria she gives back to those in need of constructive ideas, new ways to reinvent themselves for a new direction of their careers. I highly recommend you speak with Maria for your personal or business growth.

Vice President Consumer Market, Corporate Firm, PA

Lucky to Work with Maria

I worked for Maria as her Personal Assistant and found her to be considerate and understanding of mistakes because she wanted me to learn from them. She is easy to communicate with.  Maria taught me to run an organized and professional office and start my own business.   Anyone would be lucky to work with her in any capacity.

Amanda Gibbs, Personal Assistant, Hilo, HI

The Business Resource Queen!

Maria isn’t known as the Resource Queen for nothing – she knows everything there is to know about running a business successfully and where to go to find the tools and services to do it. Maria’s advice and strategy have been invaluable to the clarification and execution of my business goals.

Nicole Wexler, Owner/Interior Designer, Turquoise Decor, Redmond, WA

Holistic, No-Nonsense Approach

Maria has a creative, holistic, and no-nonsense approach to business and helps her clients, like me, get clear about what they want, where they want to go, and how to get there. She is warm, generous, and firm. She doesn’t mince words, yet is compassionate.

Lenore Norrgard, Certified Shamanic Counselor, Filmmaker, Berkeley, CA

Revenues Increased by $3K

Since working with Maria for just one hour a month over a six-month period, I was able to clarify my mission and vision for my business, quickly resolve problems as they arose, and create a much improved version of my elevator pitch. Best of all, my monthly revenues have increased by $3,000 and I’ve just about doubled my hourly rate.

Carrie Meeks Stallwitz, Public Relations Expert/Owner, Witz PR, Houston, TX

Achieved Results Quickly

I sold my business and was looking to do something new but wasn’t sure what. I spent about a year thinking, exploring options, and making a few false starts. Then I started to work with Coach Maria. By the 4th session, I had a solid new business idea developed and ready to be put into a business plan. I never imagined a coach could be so effective and achieve such stunning results so quickly. My advice: don’t think about hiring Coach Maria, just pick up the phone and do it. Your ROI will come back to you very quickly.

Nancy Kieffer, Business Development & Publishing, Las Vegas, NV

I’ve Taken Leaps & Bounds

Maria’s “no band-aids” all-around approach helped me create a strong business foundation from the inside out that continuously helps my business be more profitable, efficient, and healthy. The business plan process helped me create an easy-to-update system for marketing, taking action, and monitoring my efforts. I have taken leaps and bounds in the first few years of my business, and it has been a great experience both personally and professionally.

Nancy Owyang, Creative Director & Owner, Eye 2 Eye Graphics, Everett, WA

Increased My Fees 200%

Maria’s input has helped me organize my business more in three months than I had in the nine months prior. She asks the right questions and doesn’t mince words. Her vast storehouse of business and marketing knowledge makes her a valuable partner in my business. She’s helped me package my services, allowing me to increase my fees by 200%, and the monthly sales of the company are up 300% from where we were just 8 months ago. If you’re considering hiring an advisor to help grow your business more rapidly, look no further. Maria is a skilled, caring, but firm coach and most importantly, she will help you get the results you’re looking for in your business and personal life.

Elin Barton, COO & Partner, White Knight Pro Video Company, Binghamton, NY

Increased Sales 38%

When we started working together, you heard the inconsistency between the quality products I sell on Ebay and my business name – The Cheap Quilter. Last month, I decided to rename my business. Since then sales have increased 38%, plus I now have the latitude to expand my product line beyond quilting. Thanks Maria!

Michelle Valentin, Ebay Top Seller, The Stitcher's Cottage, Upland, CA

Support Renewed My Business Vision

Maria gives 200% and presents her material simply and completely. Her Get Paid More System helped me see that the value of my product and services was 3 times what I perceived. I promptly, and naturally, adjusted my thinking, and am very happy with my new pricing structure. She also recommended other ways I can fill my marketing funnel with new streams of income. Her support renewed my belief in the vision I have for my business.

Alice Shapiro, Poet & Teacher, Poet’s Tongue, Douglasville, GA

Be The Best I Can Be

A-ha moment! I realized that the reason my business hasn’t excelled is because I was just taking anything that came my way. I had no clear vision, no business plan, no marketing tools, and no direction. Maria, you inspire me and my business to be the best we can be. You are a source of inspiration.

Betsy Padilla, Events Planner, Detailed Events, Chicago, IL

Doubled Income

It helps to have a plan. I’ve accomplished more in 4 months than I did the entire previous year. And my income doubled from last year! I feel more focused now, too.

J.R., Career Strategist, Hudson, WI

Feel A New Sense of Freedom

After attending two of your virtual seminars, I’ve been inspired to create my one-page business plan and ideal client profile. Something I heard you say made me realize that more of my energy and focus has to be placed on growing my business to the next level, which has meant, at least for a while, I’d be saying “no” to some of the high-level volunteering I’d been doing. Since your classes, I have been obsessed with ramping up my business – evaluating where it is, bringing back my passion, and narrowing my niche to match what my clients need. I feel a new sense of freedom since I had the revelation to serve the green and renewable energy industry where I will be able to earn a great living and contribute to saving our planet. Thank you for your time and for your inspiration!

Bonnie Bell-Ewert, Green Marketing Specialist, Owner of Bell Ewert Associates, LLC, Duluth, MN

What Wonderful Information

I received your Welcome Package in the mail today. Thank you SO MUCH. I LOVE it!   What wonderful information, valuable books, and a great way to add value!  I’m thinking of ways that I can offer a similiar welcome packag.  It really makes a difference. I think that I have the best coach ever!

Tara Black, Success Coach, GA

15K Increase in 6 Months

I finally have a specific [business] plan in place that is manageable and attainable. Way beyond adding a house cleaner and accountant to my life, after 5 years of trying on my own, with your help, in six months, I increased my bottom line by more than $15,000.

TK, Computer Programmer, Web designer, Seattle, WA

Confident in What I charge

As a service provider, I know how hard it can be to decide how much to charge for your work. This manual helps entrepreneurs consider ALL the factors involved – from knowing your own worth, to calculating all those ‘hidden’ costs of being in business, to determining how much profit you want to make. Now I am confident in what I charge, rather than arbitrarily picking a rate that just sounds good!

Ramona Creel, Professional Organizer, Online Organizing, Rapid City, SD

Flexible Schedule with 10K Increase

I was able to negotiate a very flexible work schedule and added $10K to my fee than I have ever earned in a past year. Thanks for all the great tools and inspiration!

A.W., Business Owner

Price Your Services Just Right

Trying to figure out what to charge for your services can be tough. Maria makes it simple with her “Pricing your services just right” book.  She offers clear-cut advice and examples of what you should take into consideration when setting the prices for your business. The fact is it’s a lot easier to price tangibles than something service related.  Make sure you’re getting paid what you’re worth and stop giving the store away for free. Maria will show you how.  Great job!

Merle, Owner, MC Promotions, Louisville,, KY

Doubled My fees

I attended your “Get Paid What You Deserve” class locally and became a client.  Since then, I’ve doubled my speaking fees and increased the prices of all my products. Thank you!

D.R. Safety and Ergonomic Speaker/Consultant, Seattle, WA

Pricing 12K More Than Usual

A new opportunity arose in my business and I wanted to make sure that I wasn’t leaving money on the table.   What I discovered from your “Pricing  Your Services Just Right” book was that my services are underpriced and I spent too much time with tire kickers.  The exercises also showed me that it’s really costing me more money to do everything myself!   The project I’m pricing will be 12K higher than I would have priced it.  Thanks for the wake-up call!

Val (Valeria) Whiting, Owner GameShape, Coach, Seattle, WA

Enjoy Your Newsletter

I have subscribed and unsubscribed to many newsletters in the past, but not this one.  And I love your new layout – clean, yet the colors liven it up.

Beth Dargis, Life Coach, Zeeland, MI

Encouraged Me to Pursue A Dream

I’d like to say a sincere thank you for helping me even without knowing it.  Reading the articles in your newsletter and on the website made me look at my career from a different angle. You encouraged me to pursue a dream about my own business instead of chasing another paycheck.

Tanya Cobb, Fork Union, VA

Appreciate Your Articles

Just wanted you to know that I’ve read and appreciated your last two articles: the one on boundaries and the one on letting visitors choose your keywords.  Keep up the interesting and valuable work!

Marcia Yudkin, Author, Speaker, Internet Marketer, Marketing For Introverts, Goshen, MA

Read Your Newsletter To The End

I love your newsletter and read it to the end – yes even through your shameless plug every time.

Gretchen Blank, Consultant, , Plymouth, MN

Get Some Cocoa

Wow… what an ezine. You should have told us to get a nice cup of cocoa before beginning to read your newsletter and linking up to your Marketing With Integrity blog.

Caroline McIntosh, Spiritual Electrician, Author, Hanmer, ON

You Give Objective Opinions

You provide lots but are someone I can confide in about business or personal issues that can give an objective opinion about any problems I’m experiencing, personal or businesswise.  You also have provided me with direction and a more than a few solutions on how I can live my best life and be a happier person.

Heather Page, Virtual Assistant, Tacoma, WA

Profits Are Higher Than Ever

Aside from forcing us to focus on growing our business, your program provides a logical, compelling, balanced template, and your hands-on support was insightful and effective. Despite this tough economic terrain, client satisfaction, client retention, our rates, and profits are higher than ever. Our business awareness is clearer. To be blunt, your help in teaching us when to “throw the fish back” and walk away from inappropriate candidate clients has saved us far more than what your strategic business program cost. We are looking forward to continuing to work with you to internalize what you teach.

Mike Klasco, Audio Engineer, Menlo Scientific, Richmond, CA

Calmer About Reaching My Goals

After attending a Laser Coaching Session, I felt calmer about reaching my goals and feel my interactions will be fruitful as I develop my business.

Rabbi Dr. Ed Weinsberg, Spiritual Coach/Owner, Aging Well Works, Clearwater, FL

Key Resource In Published Book

Maria Marsala is an outstanding business coach who provided me with invaluable information on a variety of business topics. Maria cuts to the heart of any challenge and provides resources and solutions from her vast experience. Maria has been a key resource in helping me publish my first book, “Insider’s Guide to Doing Business in Mexico.” The quality of the book is due to Maria’s assistance and encouragement. I highly recommend Maria to any business person looking to take their company or project to the next level.

Richard Villasana, Speaker & President, Marketing to Mexico, San Diego, CA

I’m More Confident

Attending your one-day planning program, along with the many insights and business therapy you provided, helped me see the forest through the trees. Thank you for the really great thought-provoking day.

Ahmad Mohazab, Principal, TECTA Associates Architects, San Francisco, CA

Recommends Maria

Maria Marsala is a consummate and astute professional with vast business knowledge, twenty-first century business sensibilities, an intensely listening ear, and a caring heart. I enthusiastically and unreservedly recommend Maria to any entrepreneur wanting to grow a business into a successful entity.

Geoffrey Gilmore, Corporate & Wedding Event Planning, Gilmore Signature Events, Kenmore, WA

Created Business Plan

Using the planning resources you sent prior to the event, I was able to quickly create a draft of my current business plan and a project I’m working on. The one-day program provided much additional information which helped me refine my plan and your personal insight and input was greatly appreciated.

Kee Nethery, CEO, Kagi, Berkeley, CA

Completed Task I’d Been Dreading

Your Integrity Day – Do It Now helped me to complete a task I had been dreading! The excitement of that accomplishment carried over into the following week and helped me get even more done that I had been putting off.

Mike Valentine, Search Engine Consultant, Long Beach, CA

Best 30-Second Commercial

I was a guest at a networking meeting and used the new elevator speech words that you recommended at our session. It was very concise and brief. Afterwards, everyone began applauding, after which one member shouted, ‘That was the best 30-second commercial I’ve ever heard.’ Thank you, Maria.

Nathaniel Oxford, Credit Card Services, Gig Harbor, WA

Reminder To Be My Best

Maria has provided me with a constant reminder to do my best and to push my boundaries. She was valuable in providing resources and insights that I would not otherwise have had access to.

Jeff Howard, Consultant, Schofield Management, NH

More Eager To work

For the first time in 45 years of adult life I’m working in a clean, uncluttered workspace. I find myself more eager to get to work because I have more of a sense that I will accomplish my intentions. (While working together, Neill also increased his income and paid off a six-figure debt.)

Dr. Neill Neill, Therapist, Vancouver Island, BC

I Can Focus On My Clients’ Welfare

Maria has proven herself to be dedicated, sympathetic, and persistent. She provides a map that keeps me on course and an objective mirror so I don’t become someone I wouldn’t want to be.  With her on the team I can comfortably focus on my clients’ welfare, secure in the knowledge that someone is focusing on mine. Definitely worth your time, unless you have no room left for improvement!

Darrell G. King, President & Programmer, The Web Center, Rochester, NY

The “How To” Pricing Manual

“Pricing Your Services Just Right” is the ‘how to’ pricing manual!  It is packed full of practical pricing checklists, gross margin calculation worksheets, research tips, and resources.  Whether you are a new entrepreneur or an experienced business owner, this is one of the best guides you can buy on pricing!

Jim Horan, Owner, The One Page Business Plan Company, Berkeley, CA, Owner (1952-2019)