Happy Valentine’s Day – Enjoy This Special Coaching Offer!

The dates for this offer are over, however, I can offer you one ¬†60-minute coaching session at a deep discount. Follow the same links and let me help you…


You and I may have something important in common. Sometimes, I have a hard time asking for help.

I’m here to remind you that the fastest way to reach your goals in 2014 is to enlist some help!

I believe in the power of coaching. So when I realize that I need help, I hire coaches and consultants to help me grow. Personally, I like 1:1 versus group work. If you do, too, click on this link and let’s talk.

Why coaching might be right for you now:

— Maybe you’re stuck.
— Maybe you’ve hit a plateau.
— Maybe you’re tired of working more than 35 hours per week.
— Maybe you’re just having trouble FOCUSING.

Well, solving these challenges is my specialty!

I’ve opened up a few Breakout Strategy Session slots (1:1 time with me) that will the supply clarity and focus that can take you to the next level.

During your strategy session, we will explore what YOUR next steps should be and how I can help you put those steps in place.

These sessions aren’t for everyone, however.

I’m looking to work with a few people who are serious action-takers, so there is a $97 fee to secure a strategy session.

CLICK HERE to secure your spot.

If we decide to work together 1:1 or you join a group, I will apply your $97 to the tuition. If not, you’ll have purchased $475 worth of strategic advice for a huge discount.

When you work with me, you’ll build a bigger, better, rock-solid business, develop consistent marketing that brings prospects to your door, provide resources that save you time–always drilling down on the next 3 actions you need to take in the next 2 weeks so that you start seeing results.


If you’d like to chat about really gaining some focus and clarity in your sales, your marketing, or just your overall business direction…

CLICK HERE and let’s talk.

Enjoy this Valentine’s Day gift!

Register and submit payment before February 19, 2014. All sessions for this Valentine’s Day special must take place before March 15, 2014, no exceptions.

Yes, you can pass this offering along to other financial advisors and small business owners.

Upwards and Onwards,

Maria Marsala's name

P.S. Please retweet this post and send it to our LinkedIn connections, too. Give the gift of affordable help to other financial advisors or high-achieving small business owners who would love to experience their best business year yet!


Start 2013 With Both Feet Firmly Planted on the Ground (Free Until 1/31/13)

I enjoyed viewing this short video by Focus Partners, another coaching company.

If you like what they say, you can download our Lessons Learned, Goals Form, and Activities List f.r.ee, until January 31, 2013 at http://www.elevatingyourbusiness.com/a/index.php?exp=79|&cat=79&shop=1

And as a new subscriber to our newsletter, you’ll also get a Business Audit and access to a video on how to create a One Page Business Plan(R).



We also have a business planning process you can do in 1 day.   Learn more at www.BusinessAndMarketingPlan.com


Merry Christmas from Maria Marsala and the Elevating Your Business.com  Team!

Gifting: Christmas and other Holiday Cards

It’s that time of the year to think about “gifting” your clients.¬† But please, send your “A”¬†clients,¬†¬†and maybe even some of your best “B” clients¬†and colleagues something other than some fancy, expensive¬†“preprinted” cards.

Remember that you get 80% of your business from your top 20% of your clients.  Reward that 20%.

About “A”,¬†“B” and “C” clients (if you still have any at this level — think bigger for the “A’s”, smaller for the “B” and even smaller for the “C” clients.

During the “card giving holidays” people get a card, say “oh how nice” and move on. Maybe they’ll put it on their office wall, so as a business owner, you’ll get a month or so of leverage.

But let me go back a step.¬†First, I’m presuming that you¬†want to send them a¬†card of gift¬†for the¬†right reasons and NOT just to make an impression.

I’m also presuming that you know things about your clients.¬† That as you’ve¬†spoken to them you’ve learned the important dates in their lives, learned things about them and their families, are they allergic to “x”, AND that you’ve places these details in your CRM (customer relationship management system) or other database.

Now, if you know me, you know that I’m a BIG, no HUMUNGOUS believer in sending cards or postcards ¬†(not preprinted with message) —¬† with a¬† personal and customized¬† thank you, or birthday cards, anniversary cards, etc. — maybe even with a Gift Certificate to something they’d like in it.¬† ¬†But when you send out Christmas and other holiday cards, that’s a different story.¬†¬†This year, save your money and do something that will give your company a WOW and a bigger bang for your bucks!

Years ago,¬†I taught business owners a variety of classes at a Triangle South Enterprise Center, a local business incubator,¬†¬†in Dunn, NC.¬† About a year after I started teaching, I taught a beginner — and I mean basic computer & Internet Class to people, we’ll let’s just say that many hadn’t turned on a computer yet (it was 1998).

One of my students was an Insurance Broker and ¬†he started the program knowing where to turn the computer on, but didn’t know how to type.¬†¬† Three months later, he was typing away.¬† On the last day of class, he gave me a house plant.¬†¬†¬† I still have that house plant and think of him often when I water it.¬† His gift didn’t cost a “lot” — but it left an impact on me — and my home.¬†¬† And to this day, so many years later, if anyone wants insurance in NC, I know who to refer — without any doubts.

At my corporate job on¬†Wall Street, most of the Christmas gifts, most received from Jewish RRs, were were chocolate, wine, dinner certificates,¬†and liquor — a lot of liquor!¬† As the gifts were received,¬†¬†everyone in my unit would open theirs, and say who it was from.¬† Then each gift was opened… but the chocolate or other food was shared with my colleagues.¬†¬† Plants were often taken home, and again, remembered when I looked at it or someone asked me “where did I get that”.

Gifts Could Include:

  • Plants (not flowers)
  • Books (based on their like, or dealing with success)
  • Posters (like you get from Successories or now from big box Office Stores)
  • Candles with Candle Holders
  • Chocolate (think Godiva (great packaging,¬† chocolate coins, and other such candies)
  • Cake (Think Juniors Cheesecakes from my hometowon of¬†Brooklyn NY for your BEST clients, for sure!)
  • Gift baskets (based on their likes)
  • Tickets to a game or special event in their community.
  • Gift cards: Coffee shops,¬†or their favorite shop.¬† AVON, ¬†Mary Kay and Arbonne Represenatives will package gift, as you¬†wish, and mail them¬†for you, too.

Office or Home?

I’m asked, which is best — sending a gift to an office or home.¬† I say¬†send it to the office.¬† Your gift will be better¬†leveraged at¬†their office.¬† They’ll open it, show it around, and others will find out about your business, too.


Packaging is important.¬† Think about how you’d feel opening a brown box, and in it is a red or brightly covered smaller box.¬†¬† Give plants in nice pots (not the plastic pots) with a nicely colored bow or a water measurer.

Off the Beaten Path

I have a box of gifts that I replenish any time I see something that I feel my clients would like.¬† I buy the gifts new.¬† I buy the gifts from clearence sections of big box office stores.¬† Sometimes I find the gifts — new or sometimes used (think vintage) — at flea markets.¬† Sometimes a¬†gift is something I craft or cook.¬† And during the summer, expect to get sent some fresh Oregano or other herbs from my garden.

So when you think gift — think about personalizing¬†something special from the heart, too.


When to Send Thank You’s

The “when” is really up to you.¬† Below are some events to consider:

  • Marriage, anniversary, birth of a child, new job
  • A new client, sent you a referral
  • New Year, Christmas, Religious Holiday, Government Holiday, Business Holidays
  • Special business days such as Administrative Day, Bosses Day, etc.
  • “Just because”



If you don’t have a¬†“Gifting Process” create one.¬† If you do have one, make it better.¬† If you need help, contact us http://www.ElevatingYourBusiness.com/clientforms/breakthroughcoachingsession.html

(c) 2011  Elevating Your Business.  Maria Marsala is a Business Strategist and former Wall Street Trader.  She works with independent accountants and financial advisors to grow their business differently.  Get your free Empire Builder Kit at www.ElevatingYourBusiness.com


What gifts are you giving clients this year?  What gifts have you given your clients?   Tell us below.

Master the 2 Keys For Success

Growth Way GraphicAfter another year promising not to work so many hours (or in so many different directions) and mostly disappointing yourself — you might be wondering how to end this vicious cycle.

Imagine‚Ķ reaching your goals AND having a road map in place to exceed them in 2012. ¬†Take it from me‚ÄĒre-focusing your business to reach higher-quality ideal clients and creating a road map can change your bottom line completely in 2012.

As both a life coach and a strategic business advisor, I know that year-end can be stressful and overwhelming for several reasons:

  1. The holidays
  2. Unfinished projects
  3. Last-minute requests from clients
  4. Stats you’d like to improve by the end of the year

Would having more focus help you deal with these situations and put you on the fast track to starting 2012 with a bang? You betcha.

Step up to success and creating a bigger, better life and business in 2012. Join me and a select group of 5-8 advisors and professionals for the Strategic Planning on Steroids Intensive. Re-focus your business, gain 100% clarity, and learn how to reach high-quality clients who inspire you. I’ve designed this course to break through your past obstacles to success. You will have a solid business and marketing plan for 2012-complete by Christmas!

And the two keys for success in 2012? Creating an 10 ideal client profile niche and 2) a one-page strategic business plan.

Download the flyer about the course on the right side of this web page: http://www.BusinessAndMarketingPlan.com

Stop the vicious cycle.
You’ve heard the quote, “Insanity: doing the same thing over and over again and expecting different results.” We’ll discuss what hasn’t worked in 2011, find better solutions, and firmly put your 2012 plan in writing.

After another year of promising yourself to work less and focus more on your most important goals, isn’t it time to be successful and on purpose?

You’ll always find a reason or circumstance to put off planning; however, professional organizers say that every hour you spend planning saves you 10-12 hours later.

“Don’t let the fear of the time it will take to accomplish something stand in the way of your doing it. The time will pass anyway: we might just as well put that passing time to the best possible use.”

–Earl Nightingale

Use human nature to your advantage.

Think about it. Your ideal customers-with newly minted New Year’s Resolutions-will be eager to invest in their own goals. Planning now will allow you to execute your strategy the minute those champagne glasses hit the dish rack. Be prepared to attract those early clients!

You choose your pace and dates:

  • Complete your plan in two 4-hr Saturday sessions: December 10thand December 17th

– or –

  • Complete your plan in six sessions of 1¬Ĺ hours each: Mondays and Wednesdays beginning December 5th for 3 weeks.

Join us and create a detailed business plan that will address all the things you want for your life and your business in 2012.

If you’re truly ready to grow your business in 2012, register for the Strategic Planning on Steroids Intensive here: www.BusinessAndMarketingPlan.com

P.S.: Not only will you complete your 2012 strategic business plan, but your tuition also includes $1,278 worth of bonus items. Visit the website to see what you get: http://www.BusinessAndMarketingPlan.com

P.S.S.: The investment for this intensive program is $1,297

This program condenses the key components of my 1-on-1 strategic planning program (but at a third of the cost!). This jam-packed virtual program saves you a tremendous amount of money and time. And you take the program from the comfort of your office or home! It’s very affordable for any financial professional and business owner who is serious about stepping up their business growth in 2012.

Onwards and upwards,