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My background as a business and life coach for the last 19 years (and a Wall Street executive for the 20 before that!)  allows me glimpses into trends. Trends that you might not have noticed as you work hard to grow your firm.


And now it’s undeniable: a tipping point for financial advisors has arrived, which makes the release of my new course extremely relevant and timely for financial advisors (if I do say so myself)!


Earlier this year, I traveled to India to deliver a talk about it, and here are a couple of the comments I received, from participants who got just a sample of my newest course:


“Today’s event helped me with clarity to see what I should be doing to take my advisory business to the next level, which I want to do.”

— Kashyap


“This program has really thrown light on effectively using our precious time.”

— P. Ganesh


I’m unveiling this program very soon. (On May 17, 2018.)


So follow me  on Twitter or join my newsletter at for upcoming information.


PS, There will be a limited Early Bird Special, so you definitely don’t want to miss it!


Upwards and onwards,

Coach Maria