Seeking Practice Management Speakers. Financial Advisor Niche

Who: I’m Maria, a Business Coach who works with Financial Advisors.  My website is


Where:  I’m taping either an Interview with speakers OR a webinar with PPT.  Speakers Choice.

What:   Count on Success Virtual Practice Management Summit  The Count on Success Virtual Summit speakers are providing important educational content with action steps that advisors can use right away. Whatever  practice management topic they speak on, the topic and materials can stand on their own.

Event  Theme:  More Profit, Time & Fun

Who: (Speakers)

  • You’re an expert in a practice management area niched to financial advisors.
  • You’ll speak for free (the entire event is free) on my virtual platform.
  • You and I will tape your event before 11/20/16
  • You’ll complete the template I provide, ASAP, you that captures your bio, presentation, and the free gift in a consistent format.
  • Yes, you are welcome to speak on a topic and even use a PPT that you’ve used before.  No need to reinvent the wheel if the topic works well for our mutual audience.
  • You’ll provide participants with a free checklist or template (no ebooks, please) in return for them giving YOU their email address.
  • Each speaker is promoting the event to their email list of at least 2000 financial professionals.  They are sending emails out twice before the event starts.  This step is non-negotiable.  Emailing our own lists, gives the other speakers more reach and in return gives you more reach. I’m providing email templates for the speakers to use as a guide.
  • Each speaker is promoting the event to their social networking lists, including  emailing their LinkedIn connections.  I’m providing a page of possible updates and tweets.

What I’ve done:

  • I’m providing a Press Release template, Squeeze page for people to sign up for your newsletter and download their gift.
  • You can visit the site at   After December 15th there will also be a gifts page, FAQ page, Agenda, Speakers description page and more.
  • I set up an affiliate link. You can join our affiliate program with a special link you’ll use in your promotions.
  • Should someone you send to the summit wish to buy all the presentations, you’ll receive a 40% commission on the $97 or $147 sale.   If you don’t want your commission or can’t take it, tell me what nonprofit to donate the funds to.
  • I’m coordinating everything else (which would fill 3 blog posts, I’m sure!)

Event’s Niche:
RIAs and Top Advisors with teams, who employ other advisors, service advisors, associates, etc. who are growing firms (or those aspiring to be).

When: January 11 to January 29, 2017.   Each event will be available online and via phone listening, for 24 hours.

Topics I’m Looking For:
Social media, technology solutions, and helping established advisors create more opportunities to work with clients virtually. I’m also inviting speakers to talk about such important issues as succession, marketing, sales, human capital, operations, management, and of course… client acquisition/retention.  Open to other topics.

You’re available to speak on a topic relating to automating/systematizing  operations or marketing. You might speak on HR issues, web design, social media, cybersecurity, publishing/writing books,


Not Seeking

  • We’re full regarding coaches who speak. But feel free to send me your information for the 2017 version.
  • We are not looking for speakers who work with clients or who speak about niching, segmenting client base, ideal client profile, strategic business/operations/meeting plan.

Event Website URL:

Organizers Website:
,Maria Marsala


Sign up here:  Look for the registration form.


Feel free to pass this along to speakers you feel can contribute to the event.

Maria Marsala