Get Back On Target To Meet & Exceed Your 2016 Goals


It’s almost halfway through the year. Are you almost halfway to your 2016 goals?

In January, you set goals to increase your revenue, lower your expenses, work fewer hours, and spend more time at home. How are you doing with those?

Time flies, doesn’t it? Before you know it, you get sidetracked and end up bogged down in paperwork. And those resolutions seem far, far away. It’s natural to just do the things you’re comfortable with for the sake of time and sanity. But doing the same things won’t get you to your goals!

If you’re REALLY serious about hitting your goals this year, you have time! Six months is a lot of time, but you must act NOW! Don’t let another holiday season take you by surprise. Come December, do you want to put your feet up by the fire while the snow is flying? Or hustle and bustle to the bitter end of the year?


GrowthMany of our clients say that coaching along with training and lots of feedback and brainstorming allows them to accomplish more in 3 months than they did the entire year (or more) before. Is this the kind of solution you need?  If you’ve decided to do things differently, we have a very affordable program to supply you with accountability, focus, and plenty of business building tools. It’s designed around proven ways to fast-track your goals in 2016.


Business Accelerator is for you if . . .

. . . you thought you couldn’t afford coaching.

. . . you’re ready to refine your niche and create a plan for the growth of your firm.

. . . you want to simplify your business processes while advising more.

. . . you will put aside the time to do the work.

. . . you prefer a short-term coaching commitment.

It’s time to complete important business fundamentals fast and at affordable rates. Create or refine your firm’s niche and ideal client profile, business operations and marketing plan. Get help implementing your marketing strategies.


SAVE on the Business Accelerator Roundtable, A Simplified Business PROGRAM TO MEET YOUR 2016 GOALS

Early Bird Specials: Join the Fun Before July 5

Join the fun before July 5 and get a certificate for a free 60-minute 1:1 session with me, Maria.  Use it to meet with me privately anytime during the program.

Program begins in July 15. . . the clock is ticking and we want you to use all 6 months to our advantage!


SUBSCRIBER ONLY Early Bird Special

Now, you won’t see this Early Bird Special advertised on my website.  Why?  Because it’s only for you my long-time subscribers like you!

Enroll before July 5 and I’ll critique (in writing) any page of your website or one page of your marketing material or bio.

See everything you get with this program . . . and why this program is a steal. Apply

Then complete the application and schedule a no-obligation Interview with me to talk about the option you’re considering.

One more thing . . . this offer is limited to the next 8 business owners and financial professionals who sign up!  I have limited space available next month, and this program won’t be offered again until 2017!

So it’s first come, first served! Then I’ll start a waiting list.

This is the best offer I’ve made on these programs all year, and I won’t offer them again at these rates in 2016.

If you know that the time is NOW to review all you get and follow the steps to schedule your no-obligation Discovery Interview.  Start here


Don’t let another 6 months of struggling to expand your practice go by. There’s a better, much easier way to achieve your goals –with these prices there are no excuses left, and best of all, you don’t have to do business alone anymore! Enroll today and let’s get you out of this cycle for good.

Fill in the application form now to schedule your Discovery Interview and let’s chat about what’s the best option for your firm’s growth.

Upwards and onwards,

Maria Marsala Logo



P.S. You’ve heard it before – if you’re failing to plan, you’re planning to fail. View our Business Accelerator Roundtable curriculum now and request a meeting with me today!

P.P.S. Want a sneak peak of this program?  Create your business vision is a no-cost workshop I’m offering on June 30 or July 7 register today!

Are You Coachable?

All people are coachable, but they’re not always coachable at every point in time. Sometimes, people want to experience change, but they’re not currently open to adjusting their beliefs, behaviors, or mindset. Sometimes, they aren’t comfortable with stepping outside their comfort zone and taking action.

For the coaching relationship to be successful, it takes much dedication, honesty, openness, and effort on your part, as the coachee. It also involves introspection, a willingness to try on new things (even for just 7 days), and to make your life and business a “no excuses” zone.

Part of the coaching relationship involves you interviewing perspective coaches to see if they’re a good fit with what you’re looking for and if they have the right personality style and knowledge. Coaching is a collaboration.

The coaching relationship, whether you apply private or group coaching, starts with a greater understanding of oneself and continues with business/career growth.

Take the quiz and you’ll discover how coachable you are — RIGHT NOW — or not! If you’re not ready at this time, try again in six months. If it occurred to you to even take the quiz, you might be closer than you think. So don’t give up on your growth!

Take The Quiz to See if You’re Coachable

Your answers are 200% private! As you see, we don’t ask you for your name, email, etc. Our system will add your score for you and give you your Coachability Index. Take the quiz now.

You’re Coachable and Ready for Coaching?

Discover powerful, practical, yet simple principles of 6 figure client creation. Learn how to grow your business — on your terms — while focusing on what you love to do most. Learn more about BAR at

Not Ready for Coaching?

Discover ways to grow your business more simply. Get assessments, tips, and attend a free workshop, and more here

Get three essential business tools

Get 3 no-cost essential business tools to start the move from having your business run your life by default to you running it by design!

The two assessments fall under the first important step of any client aquisition system — Reflection (ergo: Assessing Where You Are Right Now).

The webinar falls under the step of — Exploring (as in actively looking at the possibilities for next year, your exit and somewhere in between).

These no-cost assessments continue to be available to you and (hopefully) will become a part of your firm’s yearly “business planning week”, too.

They give you, the owner, access to these essential foundational business growth tools that help you look at your business from a proactive “birds eye view” instead of the emotional, reactive place owners (yes all of us) often come from. (We call this doing business by default instead of design)

Don’t delay. Do them today!

For even more insights and different perspectives, ask your team members to do them. too.




Business Check Up: Quickly take a snapshot of all the areas of your firm and where you stand. Helps you answer the question “What should I spend my time on this now?” A $149 value. Download

Business Vision Workshop: Free class helps you set better priorities and design a 2 sentence vision statement for your firm. Looks at the question “What do I want to be celebrating a year from now?” A $47 value. Sign up here:

Target Marketing Assessment: Before determining where your time and dollars will be spent marketing, comes managing your firm’s niche. Questions to answer: Who are the clients you can help the most? What’s the best niche for our firm to work with? A 149 value. Download

Upwards and onwards,

Your Coach Maria

P.S. Do you know others who could benefit from being a member of the Elevating Your Business Family…. send them to where they can get their very own weekly business tips newsletter delivered to their inbox, downloads, invites to special events and templates from time to time.

Financial Industry — In the Beginning Quiz

There had to be a different way to start a practice management workshop for financial advisors, I thought to myself.

Then I picked up the book I was reading, a book that was recommended by Warren Buffet and Bill Gates — “Business Adventures: Twelve Classic Tales from the World of Wall Street”.

And right there was the answer.

Enjoying US history as I do, I decided to compile a list of questions I can pick and choose from and have my audience answer.

I thought that others might enjoy answering these questions, and created a quiz about the beginnings of the industry I grew up in, have enjoyed thoroughly, continue to participate in, and have enjoyed watching morph in the past 40+ years.

Here it is! How many questions can you answer without “googling”?

Systems Create Space To Grow

Routines make life easier and more predictable. Creating routines in your business do that and so much more. Below are some benefits advisors gain when they create systems within their business.

  1. Keeps you on track to reach your business goals.
  2. Measures your successes or look for ways to improve.
  3. Shows you where you’re leaking profit!
  4. Enables you to be more productive and get more work done without distraction or if there is a distraction to more quickly refocus!
  5. Helps your team to define their roles and set better goals and priorities.
  6. Catch work that is falling through the cracks.
  7. Enables you to maintain growth.
  8. Improves the value of your firm.
  9. Substantially saves new employee training time.
  10. Creates a fun atmosphere for your team, colleagues and of course, your clients.
  11. Attracts more clients with consistent marketing messages.
  12. Allows the consultants you hire to get their work done more efficiently.
  13. Allows an owner to build a business that easily operates without you!

Systems become habit and gives your staff time to do other work. When you create a new system give it a 2-3 word name as that will help make it more memorable.

(c) 2016 Elevating Your Business.