Are you in a study group? Is your chapter looking for speakers?

If you are a member of a Study Group or a chapter of a financial association or network, Maria would like to provide your group with a free 30 to 45 minute teleseminar or webinar. The topic would be educational and your group can choose from 4 practice management topics.

To view Maria’s training programs, go to

Contact Maria today and let’s see how we can make a program happen for your study group or chapter.

We’re Offering Training For Advisors Clients

If business owners or CEOs are your niche, here’s a special invitation.

I can help you help your clients to grow their business by providing them with a business development workshop, just like I did for Sam’s Club. I brought the store manager the idea of offering his customers a 60-minute strategic planning on steroids workshop and he jumped at the idea. He was looking for opportunities to get more business owners into the store without it being about purchasing a Sam’s Club Card or products in the store. They invited their customers and asked them to invite other business owners, 60 of which attended the event.

My offer to you is similar. It’s an opportunity for you to bring strangers into your business who may be prospective customers. I’ll provide an educational webinar for 50 people or teleseminar for 1000 people, on your behalf.

I’ll conduct the program and you offer it as a sponsor of the event. Send out invitations, invite who you want, ask your clients to invite people, etc. Invite others to the event could dramatically widen your prospective client list dramatically. This is a great way for you to thank your current best clients, as well as the friends that they invite.

Or if you conduct in person seminars, I could do an event at your location. You see, in a few months, I am driving across the country, from Seattle to Orlando, to New York. So talk to me about doing an in-person workshop for 90-minute.

My speaking rates and how I customize programs are clearly listed on my website. . However, I’ll conduct a teleseminar or webinar for just $250 or a workshop at your place for $750.

Please note: 2016 webinars or seminars must be scheduled and paid for before May 20, 2016. Webinars can take place before May 20 or between September 1 and October 30. Workshops must take place between May 27 and July 10, 2016 when I’m traveling. or before or after the Christmas holidays. (January is a great time to hold a planning workshop).

To view Maria’s training programs, go to

Contact me so we can collaborate to develop a great seminar that you can offer for your clients and help them grow their businesses more this year! Let’s Talk!

Add Pizzazz To Your LinkedIn Profile With Symbols

Here’s the answer to another question I’ve been asked this month.


Where do you get the symbols you use in your title on LinkedIn and throughout your LinkedIn profile?


I use symbols and lines and such because it differentiates different sections of my profile and makes a profile easier to read. And we all want our profiles read, right?

I gathered those symbol since 2004 from a variety of places online. You have my AOK to copy and paste the symbols and use them on your profile, too. Here’s my profile

You can create them, too. When you’re on your computer, open a document, you hit control >alt and some numbers, you’ll create a few of them the old fashioned way! They way we used to create them in the early 1990’s.

Symbols are also available by going to MS Word, then change the font to one of the Wingdings. Use the symbols you want and then copy the symbol to your LinkedIn profile.

Lastly, you can use the cheat sheet I use nowadays at

How Advisors Strategically Acquire Clients

Each month I’m sent questions by subscribers to my newsletter. Thinking that you might find the answers helpful, I’m answering this question on my blog.

I know I need a niche. I also need more best clients. Where do I start?

As I learned myself, the hard and very expensive way, if I do what I’m doing, and it’s not working, doing it more and working harder, will get me the same results and has an affect on my health and well being.

Over time, I’ve seen personal and business reasons why a client isn’t where they want to be – client acquisition wise. Some things you read in this post you may already know about and other concepts maybe new. But know that all of it is affecting the growth of your firm!

growthEYBYour business model affects your client’s more than you think. So does your confidence, energy level, mindset, and so much more. If you’re needy about needing clients, burnout, not sleeping well, not playing or resting enough, that will affect everything about your business. You might not see it but, rest assured, other people — including prospects do.

Make more time for yourself and for the new business you want. (If you need help with the “live better” part of your life, I’m a trained Life Coach and can help there, too.)

On the business side of life, here’s my 5 Steps to Strategically Acquiring Clients process — simplified.

• Take 2 steps back first. Assess what you have.

• Determine what it is you really want from your firm and clients. Create a strong vision. (If you don’t have a clear and concise vision, go here:

• See what’s missing. Most often it’s learning new skills, concepts, and systems – including niching, creating an ideal client profile, segmenting your client base, determining customer service levels for each niche, and looking at the services you offer now and want to offer. It also could include updating your client onboarding process, taking a look at technology, hiring an onboarding assistant (virtual or in your office), revamping how you’re networking, and determining and simplifying your marketing strategies — all in an effort to attract more ideal clients, and over time, work less to bring in new clients. YOU want to attract clients and run your business by design, not default.

• Strategize and create a new strategic game plan to gain a higher level and better based. (My clients use a single page system for planning and a single page for a 90-day sales plan).

• Execute your plan. Tweak where necessary.

A big mistake, in my experience, is to ask all your clients for referrals. Even with the best of referral systems, if you aren’t clear about who you want to work with, or you ask everyone for referrals, you’ll just get more of what you’ve been getting.

Remember the adage that goes something like “you hang out with people like you.” Only use a referral process with clients who are your “ideals” or when you are clear about the clients you want to attract.

Bottom line, you can continue to do what you’re doing to get clients or start the process of changing the way you run your business.

Here’s a few resources to get you started:
1) Introduction videos
2) Niching Article
3) Strategically Acquiring Clients

My specialty is helping my clients to advise more and live better. Request a complimentary Get More Business session with me at:

Advisors: Make this summer your busiest ever

No matter what level of experience you have in the industry, this summer could be your busiest ever–if you master the art of the referral conversation and prospect follow-up.

I am pleased to be sponsoring a 6-week Referral Mastery Webinar Series, beginning on Tuesday, April 19th at 2pm Eastern.


My friend and colleague, Sandy Schussel, who was one of the most popular experts in my Count on Success Conference event earlier this year, will be hosting this training which, in the past, has resulted in a dramatic increase of business for most of the past attendees.

Sandy is widely recognized as a foremost authority on referrals. In his fifteen years as a sales trainer and coach for financial and insurance professionals, he has developed a referral system that not only works, but makes getting great introductions easy. There is no better live program or training on the market for learning how to have an easy, comfortable referral conversation that will dramatically increase leads who are ready to work with you. What better time to get ready for the summer months?

The 6-week Referral Mastery Webinar Series includes 6 live webinars that will be recorded for your future use and review (and in case you need to miss a session or two), access to all of Sandy’s online books and recordings, daily email tips, and private access to Sandy to help you reinforce and enhance your training. And the tuition is nominal—just $347.

Learn more

In fact, there’s only one catch: Sandy has limited the number of phone lines and the program is likely to fill up quickly. Make sure that you’re one of the producers who changes the course of your business next summer.

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Not sure this is for you? Attend Sandy’s f**ree Webinar at 2pm on Tuesday, April 12th

Upwards and onwards,

Coach Maria