Call For Financial Industry Speakers

Calling All Financial Industry Speakers

The Count on Success Summit is currently seeking speakers, presenters, and interviewees.

What is the Summit?

For the 2nd year, RIAs and other independent financial professionals from diverse backgrounds gather around their computer, laptop, smartphone, office conference table, or other digital devise at the Count On Success Summit to learn and be in inspired. The event features focused training sessions, and keynote presentations from experienced leaders to reinforce business growth skills.

The 2017 Count on Success Summit’s purpose is to empower our attendees to accelerate their growth, the growth of their firm and staff. (see last’s years’ speakers list at )

Theme: Simple Strategies For Explosive Growth

When: Event opens to the public mid-January 2017

Where: Online via webinar or audios format

Topics of Interest

If you can present and share expertise and relevant information in one of the topics (or a similar topic) we would love for you to submit presentation for consideration to speak at the next Count on Success Summit.

Sample management and marketing topics (remember, speakers much be niched to the financial industry and understand compliance issues regarding marketing, promoting and growing a firm):

  • Social media
  • Choosing the right “x” technology
  • Moving your business into the virtual space
  • Moving or renting an office, options for office space
  • Compliance issues of the day
  • Succession planning
  • Bookkeeping for Financial Advisors
  • Marketing
  • Writing articles that get found
  • How to find the right advisor network to join
  • Successful RIAs speaking about 5 ways they exponentially grew their firms
  • Dos and don’ts of website development
  • Human capital management
  • Simplifying Operations
  • Client acquisition/retention
  • Referral marketing
  • Creating Strategic Alliances
  • Becoming a better speaker
  • Building a better website
  • Client Acquisition
  • Event planning made simple
  • Blogging
  • Hiring successors
  • Alternatives to cold calling
  • Cold calling for the 22nd century
  • Banishing Burnout (subject taken)
  • Niching (subject taken)
  • One Page Business Plan for Advisors (subject taken)
  • Organizing your (email, office, etc.)
  • And more…

This is a practice/business management event, so we will not accept speakers who speak on topics dealing with investing, alternative investments, research, the economy, etc.

The ideal COSS speaker is…

  • Is a giver with excellent communication skills who keeps their word.
  • Is experienced and comfortable being on the other end of a video or audio presentation.
  • Is interested in sharing expertise, real-world strategies, and knowledge with other professionals.
  • Is willing to provide attendees with a “free gift” – ebook, template, checklist, consultation, of your choice. (You may also hold a contest).
  • Is willing provide, before October 1, 2016 your short bio, speaking description, and other marketing materials that will help us create a new website similar to what’s on
  • Is open to helping spread the word about the event via speakers’ network, to your email lists, as well as social networking lists at least 4 times before, during and after the event.
  • Has an email list and can provide us with the HTML code so that participants can request the free gift as part of subscription to your marketing materials.

What you’ll need for submission will be outlined more fully in a document/agreement we send you. We’ll be requesting information such as:
— Presentation Title
— Two to four objectives of your presentation and a paragraph description
— An outline of your presentation or questions you want us to ask you in an interview style talk
— Enter a catchy and concise description of your session to use for marketing purposes
— High Quality Head Shot
— Short Speaker Bio
— Description of your gift, along with a photo you want us to use on the Gift Page

What’s in it for you?
Speakers speak for free to build their email list and get more eyes on them then they could do on their own.

Two speakers at the maximum will be highlighted each day. Your event will have the opportunity for more traction as well as more people becoming subscribers and connections as they take you up on your free offer(s).

You’ll have the opportunity to have more sets of eyes on your talks because all the speakers will be promoting the event to their people.

The website will be up for one year. That means that although each speaker’s talk will only be available with payment, I’d like anyone who subscribes on the COSS home page, now or in the next year, to have access to the gift page on your site to subscribe to your newsletter. (Let us know if you don’t want to be included in this offer.)


The cost for attending this event is us receiving the application and all marketing information on a timely manner and each participate promoting the event to their “peeps” or “tribe”.

Speaker Timeline

Submit Application: August 15- September 30 2016

Speakers Notified and Approved of submissions: August 30-September 30, 2016

Speaker’s Taped Conference Calls or Videos: As soon as the speaker is ready and the latest November 7, 2016

Speaker Live Events: Speakers wanting to run live calls using their own webinar or teleseminar platform can do so in January 2017. We’ll schedule events to match the dates of the program.

Summit Begins: Mid-January 2017

To apply

Complete our initial registration form:

Questions? Contact Maria Marsala at


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!

Did you miss the Count on Success Summit?

700cosslogoDear Financial Advisors, Planners & Wealth Mangers:

If you missed any of the experts featured during the Count on Success Summit, don’t worry!  You can have them all!

AND, for a limited time, save $100 on the SUMMIT! VIP Advisor Success Kit

It was a challenge to write notes fast enough on these timely topics:

  • Growing Your Revenue—and Increasing Your Profits
  • Simplifying Your Business
  • Working Less, Decreasing Stress, and Having More Fun
  • Becoming Known as an Authority
  • Attracting Your Favorite Kind of Client

Every session gives you proven strategies from our 10 industry experts!  Every session allows you to take action, increase your productivity, improve your effectiveness, and ultimately earn more.

Who knows which strategy will save you the MOST time and money?  Own each and every expert session from the 2016 Count on Success Summit–permanently.   This is a unique collection of business growth and management strategies, not found ANYWHERE else!

====>  Check out our SUMMIT! VIP Limited-Time Offer

If you want to substantially grow your firm this year, you need new knowledge and proven strategies.  But you also need to execute this new information.  This collection is an absolute must—jam-packed full of knowledge, strategies, tactics, tools, and important resources from our industry experts.

These experts have provided sessions that are no bull, no sales, no fluff.  They offered 100% educational content.  Use their knowledge to update your firm’s systems and grow your practice into a more successful business.

This package is ideal if you…

  • Feel inspired to effectively implement the insights of our experts
  • Want to empower your friends and family
  • Missed some of the presentations
  • Want to listen again (and again!) to your favorites

====> Don’t hesitate.  Get your VIP ADVISOR SUCCESS KIT TODAY

Get in at the “VIP Special Pricing”.  The pricing goes up to $197 February 7, 2016.

Your SUMMIT! VIP Package gives you instant access to mp3 audio and mp4 video downloads of ALL the Count on Success Summit presentations.  Enjoy them on your computer or any of your portable devices.

====> Special Bonus for You… $97… because you are a VIP on our Count on Success Summit Email list!

After February 7, the price will be $197!

30-Day Money Back Guarantee

Vector gold circular badgeYour purchase is 100% Risk-Free. If you’re not happy with your SUMMIT! VIP Package for any reason, simply let our friendly support team know (via email) and we’ll happily refund your money.

====> Order Now for only $97!  30-day Money Back Guarantee

Don’t miss your chance to own this unique collection of proven strategies from more than 10 practice management and growth experts.   Jump-start your operations, marketing, and IT departments with the knowledge you can use right away.

Questions?  Contact me, Maria

Free Business Workshops for Financial Advisors

2016 Free Virtual Count on Success Summit for Registered Investment Advisors, Financial Advisors, and Planners  January 11-27

Financial industry experts will deliver 10 different sessions – with topics ranging from cybersecurity, automation and systematization of operations, marketing, social networking, human capital, and succession – at this year’s free Count on Success Summit.  The virtual summit features thought leaders from various practice management fields.  It will be held online from January 11-26, 2016.

“Because the event is held online, it’s a rare and affordable opportunity for advisors to learn how to grow or make improvements to their firms,” says Maria Marsala, Operations & Marketing Manager to Financial Advisors and the event’s organizer.  “Advisors can invite their teams to listen to the most relevant presentations and then take new and revitalized action in 2016.”

This year’s forward-thinking practice management speakers developed their topics expressly for registered investment advisors, financial planners, and wealth managers.  PFPs, insurance, and risk management professionals, as well as CPAs, accountants, bookkeepers and their teams, will also benefit from attending.

Virtual attendees will have 24 hours to listen to each speaker’s presentation and begin preparing new strategies to improve their firm and serve their clients’ needs in 2016.  Plus each speaker is providing a template or checklist to help the attendees take action on their topic.

“According to Google research, every 7 seconds, someone is online searching for information on a financial or insurance product.  But most advisors today don’t have the tools to reach them. This event will show advisors, among many other topics, how to position themselves as the obvious choice in a crowded market,” said Jeremiah Desmarais, TED speaker, and keynote for the event.

The Count on Success Summit provides a unique opportunity for RIAs and financial advisors to learn from respected practice management leaders without traveling. This is an excellent opportunity for advisors to sharpen their business, communications, marketing, and social networking skills from the comfort of their own offices.”

Session highlights from the 2016 Virtual Count on Success Summit will include

  • How to Turn LinkedIn into an Autopilot Lead Generation Machine
  • How to Confidently Turn Your Practice into a Business
  • How to Survive the Robo-Advisor Threat
  • How to Evaluate and Choose the Right Financial Platform Technology for Your Practice
  • How to Overcome the Buyer’s Bias Phenomenon
  • How to Gain More Street Cred by Engaging With Reporters
  • How to Avoid Regulatory Compliance Issues & Develop a Successful Succession Plan
  • How to Make Getting Great Referrals Easy
  • How to Use Strategic Business Alliances as a Marketing Strategy
  • And more…

For more information visit

Maria Marsala
(360) 271-8418

# # #

Financial Advisor Success Summit

IdealClientVirtual trainings, speaker gifts, lots of business strategies  and tactics — get inspired today!

Grab your free seat to this 3-day event especially for financial advisors who are growing their practices to 7 figures!

Join host, Darryl Jarmosco, Business Consultant/Coach for financial advisors, as he interviews expert financial service trainers, coaches, authors, speakers, and thought leaders. These speakers have helped thousands of financial advisors get more leads, more clients, operate more efficiently, sell more product, and gather more assets to be managed.

Discover new ways to grow your firm. Attend for FREE.

Go right to the information page and register:

Bonus Gifts

Each and every speaker is providing a free business-building gift for you!

Once you register for the whole event, you’ll be taken to the gift page. I’ll be giving you the 3 resources you see in the photo: Target Marketing Assessment, Client Segmentation Matrix, and Go/No-Go Worksheet. I talk about how to use these best practice tools to your advantage during my presentation on July 29*.

Speakers include:

Maria Marsala (I’ll tell you how to become the obvious choice for new prospects.*)
Bill Cates
Matt Halloran
Sheryl Garrett
Lorraine Ell
Sandy Schussel
Robert Eberhardt
Louis Cassara
Amy McIlwain
Michael Kitces
Sharon Pivirotto
Alan Moore
Matt Anderson
Steve Sanduski
Dr. David Lawrence
Joe Lukacs
John Comer
Hugh Massie
Sam Richter

*Catch my interview on July 29, 2015. My topic is:

“Costly Mistakes Advisors Make: Niching is Not Enough”. Don’t forget to request your 3 Niching Tools:  Target Marketing Assessment, Client Segmentation Matrix, and Go/No-Go Worksheet.

Click the link to learn more and register: