Speaking for pay. Creating events for our clients. Tips, articles, resources.

Are you tired of throwing your time and money away on marketing ideas that don’t work?

Lots of IdeasIf you had a consistent and focused marketing and business plan, what would that be worth? Hundreds? Thousands? If you had a niche could you attract more AAA clients? Have you wondered — as you stare at a stack of paperwork — how much time and money you’re losing every day because you don’t have a pro-active plan?

Imagine if you knew what you need to do in the office every day to be more profitable, efficient, and productive. No more being sucked in by marketing or administrative work. You’d feel more confident and clear about how you’re spending your time and money, right? You’ll know if you should be spending time calling clients, servicing clients, or working on your blog. Instead of forcing yourself to follow up with people who probably aren’t good leads anyway, you’ll have a system in place to determine the “level” of the lead and what process to follow.

It’s time to own your worth and stop playing small. Instead get crystal clear on the true value you bring your clients (and the world)! Quickly and easily create a marketing AND business plan guaranteed to keep you on track because it’s designed for you to use daily. As an added benefit, you’ll stop reinventing the wheel and wasting so much of your time and money!

Business Accelerator Inner Circle

Spend 12 consecutive Tuesdays with me and 10 of your peers, virtually, as you define your niche, create your ideal client profile, and segment your client base. Next, create a NEW roadmap to super success on one page. See what this program is about in more detail.  Click here

I’ll walk you through a marketing planning and business development system, the One Page Business Plan®, that has been used by more than 250,000 business owners and busy executives. It’s included in our step-by-step program, Strategic Planning on Steroids, which eliminates frustration and overwhelm, saves you money, leaves you more time to work with your clients and allows you to do what you enjoy the most!

“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. Since attending your business and marketing program, I have a better feel for what I need to do to grow. I updated my website to target my ideal clients and created a newsletter, which my clients and prospects appreciate! My web traffic has increased by 20%. I speak more often (CE credit classes) and have gained 12 well-qualified referrals. Niching attracts more ideal prospects to my business and my customer base increased 10% after years of only 2% growth.”

Monica Barnard, APA, CEBSBarnard & Associates, Pension Consultant Specializing in Plans for USA-based Physicians

To go directly to the page for this program, click here

Does your financial business need a rehab?

Have you been searching for a surefire tips that will bring more clients through your door — more easily?

During your search, how many books and website pages have you read? How many speakers or webinars have you listened to? Has the information brought more clients to you?

Guess what? You know what you need to do, but you keep looking. Yes, you KNOW what you need to do already!

The best books, webinars or conference leaders offer you exercises to do. (You know, the ones you haven’t ever done, but expected to get back to.)

Growing a business takes…
— time sitting ON your duff, putting a plan down on paper

— education, new skills, and the right tools
— action to execute what you know
— monitoring tools so that you quickly catch what’s working (or what’s not working)

There is no easy, surefire solution for developing your business. There are no cookie-cutter methods (although some “gurus” will tell you there are). The best methods take time to learn when you first execute them and less time when you update them.

Shortcuts are really the result of deconstructing one’s mistakes and putting them to use in ways that work. (Insider secret: that’s where the exercises and templates you’re given come from!) To achieve your wildest dreams of success, you have to transform yourself from plain advisor/owner of your company to CEO of your business. If you cannot truthfully say this, my dear friend, your business needs a rehab!

Join my 90-day program, Business Accelerator Roundtable and get a business rehab done! You’ll get just enough education for you to customize our tools for your own use. Then I’ll be by your side, helping you take ACTION and get better result$!

Read about how you can Rehab Your Business in 90-days below…

Are You Ready To Serve More Clients & Earn More While You Work Fewer Hours?

You don’t have to keep working yourself to death to achieve more success. Give your business a rehab!

Think for a moment, back to the time you started your business. Why did you take the leap to independent advisor? What were your dreams? Being able to work from wherever you wanted to work from? How about having plenty of free time to do all the stuff you want to do? Did you want to spend more time with family and friends? Did you want to be able to better serve your clients (and have more of them)?

Is that how your business looks today? Or are you like most of the owners I speak to, frustrated and too busy? Being busy is VERY different than being productive. Being productive means you’re moving towards your goals. When you’re productive, you struggle less and make fewer mistakes because you’re following and monitoring a plan. When you (and your staff) are productive, there is more time to prospect, you can serve clients better, you earn more, and you work fewer hours. To achieve your wildest dreams of success, you have to transform your practice or solo business into a successful firm. If you cannot truthfully say that you’re the CEO who is running a company/firm, then your business needs a rehab!

To achieve your wildest dreams of success, you have to transform your practice or solo business into a successful firm. {FIRSTNAME}, if you cannot truthfully say that you’re the CEO, your business needs a rehab!

Is your business all you thought it would be?

Often, the answer to that question is a resounding “NO”. Your business looks very different than you imagined. You’re working even more hours and you’re not serving the number of clients you want to serve. And… you’re busy.

Business Accelerator Roundtable

Welcome to the Business Accelerator Roundtable, a 90-day program, where I’ve created a safe environment for you to get back on track and create the firm of your dreams. You’ll determine your niche, create a pain-free business and marketing plan, and talk about what really matters. PLUS, I’m giving you the step-by-step plan and practical, proven tools to help you enjoy your thriving business, doing what you love doing, while you attract loyal clients.

Don’t miss this amazing opportunity to dramatically upgrade your business skills and become the obvious choice for your prospects

If you can say “Yes!” to any of the following, then you’re a candidate for the next Business Accelerator Roundtable.

  • I’d like to sign on more ideal high-paying clients
  • I’d like to gain clarity around my marketing message
  • I’d like to add more people to my mailing lists
  • I’d like to form more mutually-beneficial strategic alliances
  • I’d like to become more well-known in my community and online
  • I’d like to feel more confident
  • I’d like to work fewer hours
  • I’d like to have a cohesive team that can easily run my business

Let me help you rehab your business in the next 90-days

Register Here
Connect with a Business Accelerator Roundtable — a small group of business owners led by me, Maria, a 35-year business veteran, who understands the issues you face because I’ve been in your shoes. Businesses have different owners, but the pressures and challenges you face when growing a business are very similar. Your experience facing certain challenges will support other business owners and vice-versa.

Here is a summary of what you’ll receive as a member

  • Skills Development: Receive all the training, tools, and accountability resources you need to become very productive and more profitable.
  • Peer Accountability: You’ll have a Buddy to support you as you focus on just what you need at the time you need it.
  • Peace of Mind: When your business structure is in order, you can work less, play more, and enjoy life.
  • Expert Support: Get the advice of a business leader with 35 years of business experience, who has worked in various departments in companies large and small, and who has worked with business owners in more than 40 industries.
  • Expert Accountability: Maria has various ways to keep you on track and moving forward. She’s known for asking the difficult questions and giving her clients a (gentle, loving) kick in the ass when she feels it’s necessary.
  • Systems: You’ll leave this group with various processes that you (or your Success Team) will use and reuse.

Who Should Attend?

This program is for you if your business is in need of some rehabbing. Participation in the Business Accelerator Roundtable will be of particular benefit to those wishing to:

  • Earn more money, more quickly.
  • Attract more ideal clients and build deeper relationships with your current clients and professional connections.
  • Clearly communicate your vision to your staff, prospects, and clients (when you ask for referrals).
  • Dramatically improve the way your team runs your firm so that your have more free time and peace.
  • Learn advanced business strategies that million-dollar producers and businesses use.
  • Fix problems once and for all instead of putting more bandages on them.
  • Stop all the Spaghetti Marketing you’ve been doing that brings little money into your bank account (but keeps you very busy).
  • Jump in with both feet, take immediate action, and get measurable RESULT$.

Does that sound like you? If so, I’d would love to work with you to substantially grow your business!

Mike Klasco “Aside from forcing us to focus on growing our business, your programs and hands-on support helped us create the plan for our future growth. Despite a tough economic terrain, our client satisfaction and retention rates have improved and profits are higher than ever. Your help in teaching us when to “throw the fish back” and walk away from inappropriate prospects and business has saved us far more than we invested in your program.” Read more of what Mike had to say here

Mike Klasco, Audio Engineer and Nora Wong, COO, Menlo Scientific, Richmond, CA

“After working with Maria for just three months, I tripled my monthly income. Usually, after tax season, I have to look for work. This year, clients were waiting for me to be available.”

Nancy Owyang “Maria’s “no band-aids,” all around approach helped me create a strong business foundation 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

Mary Strursa “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 new possibilities. I came away with a specific, factual description that helps me recognize my ideal clients after 30 seconds of a conversation, so 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, Seattle, WA, Noble Furs

The Advisor as CEO Curriculum

During each session, you’ll get feedback and suggestions from your peers and Maria. Maria will conduct the curriculum.

Pre-Work: Conduct a Business Audit & Life Goals (Valued at $1,150)
Complete our Business Audit and capture a snapshot of the places in your business that deserve a hurrah and the places that need your immediate attention. Our Strengths Inventory and Communications Assessments will provide you with useful insights. You’ll also identify various life goals so that your business better reflects the way you want to live your life. The answers to the assessments give you, on paper, a base reading of your current status, so that when you reach Week 6, you can more easily determine what goals you need to place on your plan to achieve maximum result$.

Send what you create to me prior to the program start date. Your one-hour session to discuss and further clarify the work you’ve done must be taken before Week 3.

“Ideal client focus: Top performers know what types of clients they want to work with and what types of clients are a good match with the practice’s philosophy and approach. They are disciplined about when and why they make exceptions and don’t chase markets or clients that might dilute their focus.”

Ameriprise Financial, White Paper, Sept. 2011

Week 1: Deciding Who to Work With (Valued at $750)
When you determine the best niche for your business, you begin your journey of creating a business that stands out from the crowd. Niches are general groups of people, products, or passions. You’ll get clear about your niche and you’ll develop a particular area of expertise. All your marketing materials will be consistent and you’ll start attracting prospects that will love working with you … as much as you love working with them.

Week 2-3: Getting Into the Heads of Your Ideal Clients (Valued at $999)
Choosing a niche is important and that’s usually where people make the mistake of marketing immediately. They soon learn they’ve skipped a step. What’s next is learning EVERYTHING about your ideal clients within the niche you’ve chosen. Using our Ideal Client Mastery Workbook you’ll get crystal clear about who your best clients will be. Your marketing will be more effective because when you meet others, when you network, and when someone sees your marketing materials, they’ll know if they’re a good match for you — or not. The best matches give the best referrals, too!

“You were born to win, but to be a winner you must plan to win, prepare to win, and expect to win”

Zig Ziglar

Week 4: Envision Your Visions (Valued at $900)
You’ll create a powerful, crystal-clear vision that will pull you (and your team) forward. It will help you hyper-focus on the major priorities of your business. You’ll create 3 different visions to help you design better short- and long-term solutions using our 8-step process and reusable template.

Week 5: Mission Possible (Valued at $900)
This is your consistent reminder of why the company exists from the viewpoint of your clients. Missions don’t change; if they do, then much of the company has changed. We’ll show you how to create your mission using our triple-duty Features/Benefits Spreadsheet. The words you place in the spreadsheet will be used to create your mission, but you’ll also have words to use in your Business Snapshot (elevator speech), as well as keywords for your website and marketing materials, too.

Week 6: Goals Monitor Your Success (Valued at $900)
If you’ve been drifting, or working very hard but not going anywhere, your goals are missing or they’re not consistent with your vision, and mission. Your six-month goals will bring your vision a few notches closer to fruition. Gold setting — especially setting goals that are balanced — can be a powerful process that gets you thinking about an ideal future and what you want to achieve. You’ll quickly spot distractions and learn when to say “no” when you have goals to guide you and your business.

Week 7: Make Your Dreams Come True (Valued at $900)
Strategies are necessary to reach your goals. They’re the processes you’ll put into place, the consistent marketing you’ll incorporate into your business, the people you need to hire, and the processes you’ll add to your business to assure that you have your best year ever. Using fill-in-the-blank templates, you’ll create balanced business development and marketing strategies based on what will help grow your business the most in the next 6 months.

Week 8: Your To-Be-Done List (Valued at $900)
Action plans are simple and effective tools that give you a framework for how you’ll complete a project more efficiently. They are easily monitored and help you finish an activity in a sensible order. You’ll know what to do and when to do it when you create a to-do list for each action to ensure that you don’t miss any key steps. Also, because you can see each task laid out, you can quickly decide which tasks you’ll delegate or outsource, and which tasks you may be able to ignore.

Weeks 9-12: Group Masterminding (Valued at $599 each session)

Each week, up to 4 individuals will choose a topic they want to learn more about based on their action plans. You’ll get 10 minutes in the success seat and walk away with clarity, resources, and great ideas — all provided by your peers and Maria. BONUS: even if you don’t present, you’ll leave every session with new, useable information.

The value of the program is $8,645. Your investment is $477 per month for six months or pay $2,862 in full and get a bonus 2 hours of 1:1 coaching with me, anytime during the program.

Register Here

Your Consultive Coach For The Program

I’m Maria Marsala, Financial Advisors’ Coach. I’m asked often how I became a Wall Street trader and executive at age 22. Truth be told, I wanted a well-paying job and that meant traveling by train from Brooklyn to Manhattan. I spent 4 days applying for jobs in buildings located near the first train stop in the city before being hired, as a clerk, by Merrill Lynch.

Soon afterwards, I became determined to own my own home, along with a few other audacious goals. I created a 5-year goals list and “to dos” for each goal. I looked at what I could do on my list every day. The more focused I became, the more action I took, and the faster I realized my goals.

At work, I accomplished more than my predecessors in half the time by finding efficient and effective ways to do my job. My free time was spent helping out the operations and trading desks. The systems I created put me out of a job and I was offered other options on the trading desks. Over time, the operations and trading management SYSTEMS I spearheaded saved the firms hundreds of thousands of dollars per year. I got noticed and promoted to Jr. Trader. On my 25th birthday, I purchased a home.

Limited number of places available

To guarantee that everyone gets the full attention they deserve and benefits the most from this program, we are limiting attendance to just ten members. You’ll support each other throughout the program and each attendee will leave with a personalized, step-by-step plan, so that you know exactly what you need to do next, when, and how.

Register Here

Develop clear strategies.
Move your business forward faster.

Get focused and watch the result$!

“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.

Monica BarnardWhen Maria offered a ONE page business and marketing planning process that could be done in ONE day, I knew that could do THAT much! While preparing for the workshop, I realized that I was in a stagnant place and needed to do new things, including niching, to bring in new business. Read how Monica’s client acquisition rate increased 10%.

What You Get With This Program

  1. Meetings: Twelve 60-minute group working sessions on consecutive Tuesdays for 90 days. As a member of the Business Accelerator Roundtable, you will receive a solid curriculum designed to create a more profitable business. Topics will include business development, profitability, client management, networking, social marketing, team building, planning, and more.
  2. Session Replays: For your business success library, you’ll receive digital recordings for listening online or downloading.
  3. Accountability: Weekly Success Tracker email access with Maria for support, suggestions, and to keep the momentum going strong.
  4. Ideal Client Mastery Program: Our proven, repeatable, step-by-step program includes a workbook, 3 audios, Go/No Go Spreadsheet, Current Client Traits Spreadsheet, sample ideal client profiles, and more.
  5. Plan in the Cloud Courseware: You’ll use online templates during weeks 4-8 to develop your business and marketing plan in a one-page format that’s easy to follow.
  6. Performance Management Spreadsheet: You’ll create your to-do list in our Action Plan spreadsheet to keep you focused and moving ahead.
  7. Welcome Kit: Binder with productivity and stress-busting tools delivered to your office or home.
  8. Buddy: Pair up with an Accountability Buddy for feedback and advice between sessions.
  9. Marketing Audios: Access to more than 10 podcasts of Maria’s Marketing classes.
  10. Documentation: Checklists, templates, workbooks, trackers, forms, etc. — that you need to get things done!


Sign up before February 14, 2014 and I’ll include my LinkedIn Profile Template. You’ll be able to update or create your template in a Word document so that you can get it approved by your compliance and marketing folks. Then, just copy and paste it into your profile. A $69 value.

Choose Your Program Date*

Start date: February 21, 2014 for 12 consecutive Tuesdays from 9am Pacific /noon Eastern

*As soon as you register you’ll receive access to everything listed under the What You Get section, including resources online and sent to you via mail.

Are you ready to move your business forward?

Register HereIf this program resonates with you and you’re dead serious about moving forward in your business in a big way, sign up now.

Questions before you sign up?

Please contact Maria on her personal email: wecare@ElevatingYourBusiness.com

Cancellation Policy

I’ll transfer your ticket to a future workshop or a credit slip for 1:1 coaching.

Do you have visions of a multiple 6-figure income for 2014?

Would you like to participate in a program that helps you build

your business and avoid the massive mistakes that most financial

advisors make? Mistakes that keep them from reaching their

multiple 6-figure income goal?


(In a hurry? Just go here:

http://www.elevatingyourbusiness.com/BAR/ )


If you want to turbo-charge your income in 2014 (many folks are

saying this is THE year), join my Business Accelerator



Reserve your spot in this program where you’ll get:


* Peer Support: You learn most from people who have walked in

your shoes.

* Peer Accountability: The program keeps you on track with your

commitments and priorities.

* Focus: The group supports you as you focus on just what you

need at the time you need it.

* Outside Perspective: Your peers will provide their experiences

and you’ll be able to better see the trees and leaves, as well as

the whole business forest.

* Peace of Mind: When your business structure is in order, you

can work less, play more, and enjoy life.

* Expert Support: Get the advice of a business leader with 35

years of business experience, who has worked in various

departments in companies large and small, and who has worked with

business owners in more than 40 industries.

* Expert Accountability: I have various ways to keep you on track

and moving forward. I’m known for asking the difficult questions

and giving my clients a (gentle, loving) kick in the butt when




Here’s that link again to reserve your spot:

http://www.elevatingyourbusiness.com/BAR/ )


Upwards and onwards,


Your “No Excuses” Improvement Coach


P.S. If you’ve ever heard been on one of my programs, you already

know I always OVERDELIVER on content. You really don’t want to

miss this chance in first quarter 2014!


P.P.S. Feel free to invite your friends and associates, but make

sure you reserve your spot here first:

http://www.elevatingyourbusiness.com/BAR/ )

Top 5 US Financial Advisor Webinars for 2013

I just received the list of the Top 5 US Financial Advisor Webinars from BrightTALK.  One of my webinars is #2 for the year!

If you know that your time is “NOW” and you’re ready to improve your business, learn from the free educational content that’s in the line up!

View the top 5 webinars at: http://go.brighttalk.com/Top5-USFA-2013.html


1. Marketing to Keep Your Prospects & Clients Warm
Kristin C. Harad, CFP(R), President, Next10Clients

2. Marketing Smarter: 6 Steps to a More Profitable Client Base
>>>>> Maria Marsala, Strategic Business EduCoach(TM), Elevating Your Business <<<<< Yours Truly
Listen now

3. An Amazing Client Review Service
Brett Davidson

4. Striking It Niche! Earn More by Marketing to Less
Stephen Wershing, CFP, President, The Client Driven Practice

5. Increasing Retention and Referrals through Quality On-Going Client Care
Elizabeth Jetton, CFP(R), Financial Advisor Consultant and Co-Founder of Directions for Women


View the top 5 webinars at: http://go.brighttalk.com/Top5-USFA-2013.html

To your success,

Coach Maria

Financial Advisor Tips: Is That YOU Out There?

Is That YOU Out There?

Just for a moment, think about of the type of people who attend Toastmasters.  These people want to improve their leadership skills, increase their public speaking confidence, and network with others.  Hey, that’s you, too!


Action:  Find a Toastmasters Club near you.  Membership is CHEAP and who knows what the extra rewards to you will be!  http://www.toastmasters.org/MainMenuCategories/WhyJoin.aspx


© 2013 Elevating Your Business.

Maria Marsala is a Business Coach to Financial Advisors and former Wall Street Trader. She helps independent and fee-based financial advisors reach their 5-year business and personal goals in 24 months. Maria’s been recognized as a thought leader and has been published in Financial Planning Magazine, RIA Biz, Advisor Max, Dow Jones, The Street, Entrepreneur Magazine, and numerous other books, trade journals, and magazines. If you liked this article, take the first step towards coaching. Complete our pre-coaching business profile and receive a complimentary qualification consultation.