Advisors: Fast Track Your Success in 2015

Business Accelerator Inner CircleWould you like to attract more of your most profitable clients, have more time to spend with your clients, and re-energize your practice?

This 6-month intensive provides the arena and accountability you seek to implement positive change in your practice with direct feedback and support.

Sharpen your practice management skills and get ahead of the competition with this virtual workshop.
With business best-practices and proven systems, you will become a sought-after specialist in 2015 and for years to come.

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Financial Advisor Template: Business Vision Statement

Vision Statement Template (3 sentence version)


By (1) ______________ grow




into a (3) ___________________________________


(4) working with clients living in _____________________________________.


Your (5) _________________________________________

firm provides


(6) _____________________________________________


(7) ____________________________________________.


We measure success by having a team of (8) _____________, AUM of (9)_________ and revenues of (10) ________________.


(c) 1994 One Page Business Plan, Maria Marsala, One Page Business Plan Consultant.

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LinkedIn Tip: Save your connections!

You’ve worked hard (or not) to gather your current list of LinkedIn connections. How would you feel if tomorrow, you opened your account, and for some reason your account was closed or worse?

True story.

One day, back in 2007, I logged into my LinkedIn account and received a message that my account had been closed. By then I had no idea just how long it had been closed — or why.

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Technology Solutions for Financial Advisors

With the right technology, independent financial advisors and planners can save money, time, and hours of operational frustrations. You’ll have more time to concentrate on building deeper client relationships, both existing and new.

AllBackOffice delivers client data and reports with information to help you service your clients. The technology is located in a secure area of “the cloud”. The best part is that it’s easy for you and your staff to analyze.

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Advisors: Kick Your New Year’s Resolutions To The Curb

Did you know that 97% of New Year’s Resolutions are forgotten by January 31st?

If you’ve found yourself a part of that statistic, as I have, read on for a longer-lasting concept to help you grow each year.

If you’re ready to kick the concept of a “resolution” to the curb and want something simple and different to keep you focused on your goals for the entire year, create a theme.

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Advisors: Set Better Priorities With a Strong Business Vision

There’s still available space! When we announced these comp tickets, we got a great response! So much so that I added one more session!

Don’t wait! Sessions are limited to 24 attendees!

Did you know that 97% of New Year’s Resolutions are forgotten by January 31st?

It’s sad, but true. By the end of January, most people kick their resolutions to the curb and abandon the path that leads to the change they desire.

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Simplify your business for the new year. Start with your vision

For Investment Advisors, Financial Planners and small business owners who have been struggling to find more time to work with more clients…

Start 2015 Right By Getting Laser Focused On Your Busine$$ Priorities

Stategic Business Coach, Planning Strategist Maria Marsala
It’s common to find yourself overwhelmed and frustrated with all there is to do to keep a business running like a Swiss Watch… let alone improve or grow it.

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Maria Recommends: JotForm for web-based forms

Do you need to create a professional looking “contact us” form on your website, blog, or Facebook account? Ready to create a survey form? What about a form used to register attendees for your next event?  

Or maybe you need a form for some other reason and don’t have a website at all?

Five or six years ago, I went “form digging” for a resource that would create forms “on the fly”.

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