Planning for Growth & Profitability: The One Page Plan® for Financial Advisors

Photo of Idea, Plan, Action

This unique S.Y.S.T.E.M., the One Page Business Plan® is being used by over 250,000 businesses to grow their businesses and is taught in 15 universities.

This S.Y.S.T.E.M. has helped many business owners (I’ve worked with founders, owners, etc. in over 40 industries) to double their incomes in a around two years. It’s amazing what happens when someone who has no plan, gets really focused on the Golden Ring. (Alas, something that even Coney Island, Brooklyn NY  has decided to stop offering on their carousel).



Money and

This free webinar presents a streamlined process that puts business growth planning on steroids! It has been designed to reveal specific ways you can become more profitable in the next 12 months by creating a simple 6-step business plan.

Short-term planning builds long-term results, but it doesn’t have to be difficult or require lots of writing. Join us to learn how to transform your ideas into actions with this dynamic and focused one-page planning approach.

Comments from attendees:  Rated 4.4 out of 5 stars!

  • Terrific!
  • I really liked this!  Very interesting how she has simplified the planning process.  Very good.
  • Much of the information I have seen before, but I really liked the way you put it together and made it simple.  It’s a good reminder and allows me to refous on the important vs. the urgent.
  • Excellent! Concise and actionable.  Time well spent.  Thank you.

Register Now/Listen Now:


– The #1 marketing strategy most companies fail to execute
– A simple 6-part planning process that focuses on business growth and defines daily priorities (say “goodbye” to overwhelm!)
– The 6 simple questions you’ll answer in your plan that automatically save you time and money (especially in the areas of new client acquisition and MARKETING)
– How to design objectives that are MOTIVATING and PRODUCE the RESULTS you desire
– The formulas to construct a vision statement, objectives, strategies, and action items (and leave the webinar having created at least one of each)

Originally held on  May 8, 2013 @ 1:00pm PT/ 4:00pm ET

It’s available online, 24/7


Register & Receive the Notes!


About The Speaker
Maria Marsala guides independent financial advisors to reach their 5-year business and personal goals in 24 months. She is a business coach, speaker, and a former Wall Street Trader. Named one of the Top 30 International Coaching Gurus in 2011, Maria has been recognized as a thought leader whose ideas have been published in Financial Planning Magazine, RIA Biz, Advisor Max, Dow Jones, The Street, Entrepreneur Magazine, and numerous books, trade journals, and magazines. She has authored four business-building workbooks including, Attracting Clients You Love Working With: 6 Steps to a Profitable Client Base.


About BrightTALK

BrightTALK provides online events for professionals and their communities. Every day thousands of thought leaders are actively sharing their insights, their ideas and their most up-to-date knowledge with professionals all over the globe through the online event technologies that BrightTALK has created.

You can join BrightTALK’s vibrant exchange of ideas as either a viewer or a presenter. BrightTALK offer presenters the ability to create powerful online events using our easy-to-use webcast platform. Read more about how BrightTALK can help you grow your business here

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