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. http://actnowseminars.com/new/index.php/customization/ . 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 ActNowSeminars.com

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 www.LinkedIn.com/in/mariamarsala

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 https://en.wikipedia.org/wiki/Miscellaneous_Symbols

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: http://actnowseminars.com/new/index.php/businessvisionstatement/

• 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 http://www.ElevatingYourBusiness.com/b/facebook.html
2) Niching Article http://www.marketingwithintegrity.com/67-financial-advisor-niches/
3) Strategically Acquiring Clients http://actnowseminars.com/new/index.php/niching-for-financial-advisors/

My specialty is helping my clients to advise more and live better. Request a complimentary Get More Business session with me at: http://www.elevatingyourbusiness.com/financial-advisor-practice-management/session.html

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.

=====> http://www.ElevatingYourBusiness.com/b/refer2.html

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 http://www.ElevatingYourBusiness.com/b/refer2.html

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.

=== > http://www.ElevatingYourBusiness.com/b/refer.html

Not sure this is for you? Attend Sandy’s f**ree Webinar at 2pm on Tuesday, April 12th http://www.ElevatingYourBusiness.com/b/refer.html

Upwards and onwards,

Coach Maria

Would you hire this financial advisor?

“I need new ways to attract or find more clients”.

In one form or another, that’s the number one answer, and has been for 7 years, advisors give when they signs up for my Advisor Toolkit. They’re answering the question “What is your biggest business challenge?”

Often when I visit their websites, the first things I see are:

“Create a XYZ* site! 100s of templates. No coding needed for the site”. (XYZ is not the real name of the free website service. This is the message on the top right part of the website — the most viewed space on every website!)

At the bottom of the pages, it proclaims “This site was created using XYZ.com. Create your own for FREE.”

This was far from the first time I visited a financial firm’s website and saw such cheapness. Unfortunately, it’s actually a pattern I’ve seen over and over and over again. (Big difference between cheap and affordable. With some exceptions, cheap or free are usually not professional looking.)

stopWhat a stranger visiting your website needs, before contacting you, is to know that THEY ARE your ideal clients in both what they see in 7 seconds of viewing your website. They need to know how having you in their life will add value to them. If they don’t see that, in the first 7 seconds, they’ll move onto a competitor.

Come on advisors… get with the program!

In this day and age, there are no excuses why an advisor has a crappy free website — unless they don’t want to be paid!

As an advisor, you have so many choices of how to market professionally at affordable prices. Believe me, your first website does not (and should not) cost you 5K. And you do have a choice NOT to have a website right now!

But please don’t demean all the hard and important work you do for your clients by creating a website that hurts — no destroys — your brand. Please stop using the free hosting websites whose goal is to market themselves!

If you are ready to be on the Internet but you don’t have a budget over 1K, are my recommendations:

1) Check around for web design companies whose niche is specifically advisors. Ask your custodian for their recommendations. Today’s “template” websites are so much better than they were years ago. Make sure that whatever is set up is niched to your ideal audience and is more about them, than you. Make sure that anything you purchase is responsive — meaning that people with smartphones and notebooks can easily view the site. To keep costs to a minimum, for your first website, keep to 5 pages — Home page, Who we Are, Who We Work With, About, and Contact Us

The recommendations below may also help you, depending on your budget.

2) Buy a domain name and have it forwarded to your LinkedIn profile. You’ll have a website name to place on your business cards, and when people visit your site, they’ll see something professional. Not perfect, just more professional than using a FREE website service.

If you also purchase a hosting package (this is how your website will get on the internet), you’ll also have email addresses that end in your domain name to use, too. When your first website IS up, you just unhook the domain from LinkedIn and hook the site to your hosting package (the codes to do this were in the first email you received from the hosting company). You’ll be all set.

3) Do everything in #2 and after that’s done, follow the video instructions below to upload WordPress to your website.

When on a shoestring budget, choose a professional and free theme (theme = the basic look of a site) by going into your WordPress the dashboard and look for the PLUGIN section. Look for themes that are “responsive” and close to the colors your website will be. If you don’t have a WordPress website yet, I’m giving you a link to the themes below, too.

The world will not end if you have a professional website that is a placeholder for your contact information. Hey it’s a great start (and so much better than a freebie site). Include your logo, your name and photo, firm contact information, and office hours. This is a much better option than using your LinkedIn profile since it will bring people directly to your website.

4) Buy a domain name, get hosting, and for purchase access to a marketing driven theme. I’ve tried more than 25 themed site but have one favorite that I recommend to my clients, mainly for some of it’s built in marketing features. Thrive theme is the easiest (for you assistant) to learn and to use, and it offers many proven and tested marketing tools, too. (see resources below)

5) Need professional photos for your website? See my resources below.

6) Ask. The chances are high that you have a team member, or a friend of one, who can do some of what I’ve written above at an affordable fee. If not, you can contact me. I’ve managed many website upgrades and start-ups since 1998.

Here are the resources I use and have thoroughly tested at some of the links are to an affiliate program:

1) Domain Names: buy at Dynadot http://elevatingyourbusiness.com/b/dynadot.html (Cost: $11 per year)

NOTE: I do not recommend using the same service to buy a domain name and as you do to host your website. I also recommend that you purchase a domain name directly from a company who sells them where you are the administrator and owner.

2) Hosting: Bluehost and HostGator are owned by the same company. (Cost: $11 or $12 a month / $8 or $9 per month when you purchase 12 months).

3) How to Setup WordPress in under 15 minutes https://www.youtube.com/user/mariamarsala

4) Photos: Read licensing rights carefully.
Free: http://www.freedigitalphotos.net/
Paid: http://www.ElevatingYourBusiness.com/b/123photo.html

5) Free basic themes: https://wordpress.org/themes/ or locate them through your WordPress Dashboard. Dashboard> then appearances > then themes.

6) Theme includes some marketing tools: (Cost $25 a month when paid quarterly, $19 a month when paid annually. They also have a basic theme program for purchase a for $67) http://www.ElevatingYourBusiness.com/b/themethrive.html

7) Logo: Most things on Fiveer cost more than $5 so write to who you hire first. So a search for logo designers and do some homework. Here’s who I’ve had create a few logos for me. https://www.fiverr.com/le1z1122

8) Ebook covers (for your free report) . Here’s who does mine https://www.fiverr.com/conversations/rdezines

NOTE: When using Fiverr, https://www.fiverr.com/ even though the prices are very inexpensive, ok, they’re cheap, remember that you are working with a person who doesn’t know you, and you are choosing a vendor. Look for top providers or first levels and have a 4.8-5 ranking. Read what they offer, how many revisions they offer, and what the time frame is carefully. Create a word document to send them the outlining of everything you’re looking for, colors of your branding, what type of tracking you prefer and how you want them to be used. If you have samples of what you like or don’t like, send them along to whom you hire, too.

Have a question about anything you’ve read in this post?
I so much want to eliminate crappy advisor websites that I’m hosting a free Q and A session regarding any part of I’ve written in this post or anything about websites on Friday, April 7, 2016, at 3 pm EST/noon PST.

ONLY 50 People Can Attend
If you know you won’t be able to attend, ask for the replay you’ll get next week. Sorry, but I won’t be able to answer your questions unless you show up. If you will be one of the 50 people attending, please complete the 2nd form! And start putting your questions to paper.

To sign up to receive the replay go here:

To sign up to attend and ask me your questions go here:

If you’d like a copy of my Advisor Toolkit click hereand answer the challenge question, too!