This blog is about helping financial advisors work smarter, deepen client relationships, and develop effective marketing strategies.
As a independent financial advisor, you wear many hats, in fact here we’ve counted 24 hats and possibly more . Growing your business cannot be left to chance; however, we would rather help you deliberately design systems and hire the right people to free up your time–and do more of what you love.
We bring together the latest trends, best practices, short tips, thought-provoking articles, and discounts to business-building events. Our writer, Maria Marsala, is an internationally-known author and monthly columnist.
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An unstoppable entrepreneur, Maria entered the business world at age 14, landed on Wall Street at age 17, and shattered the glass ceiling at age 21. Fiercely determined and keenly insightful, she became a retail bond trader when female executives were as rare as pink diamonds.
Realizing that she had a knack for streamlining corporate operations and generating profits for her employers, she shifted into operations management. As the first internal consultant (Special Projects Manager) at Bear Stearns, she worked closely with every department and branch office.
Maria has worked at financial firms such as Merrill Lynch, Reynolds Securities (DeanWitter), Bear Stearns, Carroll McEntee McGinley, and government broker, FBI. She owned a Wall Street Consulting firm for two years, working on projects related to GNMA trading and REPO accounting.
In 1998, Maria founded Elevating Your Business, a company dedicated to coaching high-achieving professionals and entrepreneurs in business growth, time and self management, vision/purpose and other success and performance improvement areas.
When asked why they hire Maria, her clients consistently cite these three reasons:
1. Her ability to “give them their life back” by systematizing and simplifying the essential functions of business, which they hate doing, including strategic planning, administration, operations, and marketing.
2. Her insightful, kick-ass solutions to their business growth problems allow them to get “unstuck” quicker, attract their ideal clients, and achieve more in a few months than they could after years of struggling.
3. Her focus on finances, including budgeting, pricing, and “productizing” services increased their sales 25% to 400% in 4 to 12 months!
Maria has been quoted in prestigious media outlets including: Money magazine, Jim Cramer’s The Street, Women’s Day, Market Watch, Advisor Max, and The Bottom Line.
Maria has spoken at more than 100 business and association meetings, retreats, conferences, webinars, radio shows, and TV shows—in the U.S. and internationally. She is an Internet marketing veteran, article marketing pioneer, trained life coach, certified teleseminar leader, author, and former newspaper columnist.
A life-long volunteer, Maria tutored first-graders at age 10, and has received numerous awards for her work with teenagers and environmental protection. She currently lives far enough from Seattle, WA to enjoy living in the country, but close enough to city life. She is a proud NYer—first and foremost, a master gardener, and financial business news junkie. Maria loves to cook, play card games, attend the theater, drive around the country, volunteer, teach, and peruse hardware and office supply stores.
Maria tells it like it is in straightforward, no-nonsense language. She’s so personable, that when you listen to her seminars, you feel like you’re being helped by a long-time friend. “
— Carma Spence-Pothitt, CEO
Women’s Business Gallery, Phoenix, AZ