Strategic Planning on Steroids for Financial Advisors

Exclusive One-Day 1:1 Strategic Planning Workshop with Coach Maria Marsala


Walk Away with a Focused Blueprint for Success that
Empowers You to Work Fewer Hours, Make More Money, and Serve Ideal Clients


Grow your IDEAL business like TOP ADVISORS do . . .  with a PROVEN planning system!

When: December 20, 2019 (a Friday)

Where:  Via Zoom (virtually, online or by phone)

Time:  8:00 am - 5:30 pm EST

Who: Specially designed for up to 8 business owners who want to immediately implement a plan to take their business to the next level in 2020 and lead a higher-quality life.

Only 8 seats available. Enroll now to get a 20% early bird discount. Price goes up at midnight on 10/11/19.

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Can you answer “Yes” to any of these questions?

  • Do you spend too much time fighting fires and precious little time moving your business forward?
  • Do you need to book MORE ideal clients, but aren’t sure which marketing strategies will help?
  • Are you feeling alone at the top and think it’s time to get help?
  • Is it time to acquire better clients in a different niche or market?
  • Are you ready to kick-start your business to the next level of success?

In just ONE DAY, Coach Maria will help you develop a roadmap to greater success with LASER FOCUS and FASTER RESULTS than you ever thought possible. Increase your profits, productivity, and peace of mind!  Plus, have MORE FREE TIME to do the things you love to do.

    Name Mike Klasco and Nora Wang Consultant & COO, Menlo Scientific, Richmond, CA
    Maria made the planning process so easy and straightforward. I have NEVER marketed before, but Maria and my business plan gave me STRUCTURED GUIDANCE. Maria showed me how to create a one-year vision, a five- to ten-year vision, then an exit vision for eventually leaving my company. I have a better idea for what I need to do to grow, to decide when I want to retire, and evaluate whether I’m building my business, so that I can sell it or turn it over to somebody else to run–important things I had never really thought about.
    Read story

☛ Reserve your seat now!

Act now to get a 20% early bird discount - no promo code required - price goes up on October 11, 2019

Save the date: November 8, 2019, in Brooklyn, NY. Only 8 seats available.

Sign Up & Save 20%

In one day, create a strategic business plan powerful enough to turbo-charge your business, yet flexible enough to switch gears when you have to—and it fits on ONE sheet of paper!


If you are ready to uplevel your business with a FOCUSED GROWTH PLAN and TARGETED MARKETING PRIORITIES, join this one-day exclusive retreat with Coach Maria – seats are limited.  At this retreat you will:

  • Align your firm’s vision by creating an easy-to-use plan that integrates your vision, mission, objectives, strategies, and action plans.
  • Reduce overwhelm by discovering 9 key initiatives that give you the edge you need for more success.
  • Brainstorm with your peers and discover new strategies to move quickly from concept to reality.
  • Participate in a hands-on workshop where your questions will be answered by a strategic planning advisor.
  • Learn how to adjust your strategic plan to changing conditions and take advantage of new opportunities worth your time and effort.
  • Walk out with a solid draft of your strategic plan — printed and ready to use immediately.

At the end of the retreat, you will have all the tools you need to make 2020 your best year ever.  You'll have a blueprint for growing your firm with consistency, focus, and action.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on October 11, 2019

Save the date: November 8, 2019, in Brooklyn, NY. Only 8 seats available.

Sign Up Now & Save 20%

How is this workshop different?

LOTS of personal attention from a GLOBAL BUSINESS COACH:

You get a 1-hour BONUS clarifying session with Coach Maria before the event. She'll help you create your solid draft during the workshop and critique it after the event once you've had a little time to finalize it.

You’ll get 3 assessments to complete before your 1-hour bonus talk with Coach Maria, to set you up for success before the workshop even begins.  This will get your wheels turning and stoke the fires of inspiration!

 

IMPLEMENTATION follow-up and tools:

The goal of this workshop is to help you become a business leader and to create a planning process you can use year after year.

Coach Maria includes assessments and spreadsheets to help you put your plan into good use for the next 12 months, another private 60-minute session to help you implement your plan, and personal, unlimited email access to Coach Maria for a month after the workshop.  This guarantees that the time and money you spend will have a terrific ROI!

Here’s a summary of what makes this workshop different from other workshops you've attended.

  • Delivered in small groups of no more than 8 advisors--guarantees that you will receive Coach Maria's personal attention throughout the day and that your questions will get answered.
  • Access to a special app that helps you put your current thoughts about your vision, goals, and strategies online where Maria can review them before the workshop.
  • A working lunch with Maria helps you learn more about developing strategic alliances or LinkedIn best practices -- group choice.
  • You'll end your time together with a delicious working dinner to continue the planning discussion.
  • Plan to stay the weekend in the city or Brooklyn. Veteran's Day is on Monday, Nov 11th. Or get here a few days before the event and enjoy the city!

If you are ready to uplevel your business and marketing skills, join this one-day exclusive retreat with Coach Maria – seats are limited.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on October 11, 2019

Save the date: November 8, 2019 in Brooklyn, NY. Only 8 seats available.

Save 20% Now

Is This Workshop for You?

YES - This workshop is definitely for you if...

  • You are an advisor with a few years under your belt and are ready to turbo-charge your business.
  • You have reached a plateau, or you feel stuck because you’ve strayed away from business basics way too long.
  • You want to be able to set priorities for your firm and enjoy the fruits of your work.
  • You want to create systems in your firm that your staff can easily use.
  • You want to be the CEO of your firm and run your business with more ease.
  • You want to grow your business in a proactive and steady manner, to achieve the vision of what you are trying to build.
  • You want more free time to spend any way you please, while your firm grows without you having to be there all the time.
  • You realize that financial advisors have become a commodity and want to distinguish yourself authentically from other advisors.
  • You are willing to be coachable because you want personal feedback from a top strategic business coach.

NO - This workshop is NOT for you if...

  • You only care about the size of your paycheck.
  • You like learning but not implementing.
  • You sell advice to your clients but won’t invest in it yourself.
  • You are looking for a quick fix.
  • You're afraid of robo-advisors because you consider them your competition.
  • You think you can grow your business all on your own, without strategic planning or target marketing help.
  • You don’t see the value in planning for the growth of your business.
  • You think basic business foundation tools and systems are not necessary to grow a business.

Maria's cogent, incisive advice during the Planning for More Profit workshop was well-grounded and clearly delivered, allowing participants to actively use the content as a true catalyst of positive change.”

Kenneth F. Peshkin, J.D., Financial Service Representative Grand Central Financial Group, an Office of MetLife, New York, NY

Attending your one day planning program, along with the many insights and business therapy you provided, helped me see the forest through the trees. Thank you for the really great thought provoking day.”

Ahmad Mohazab, Principal Architect TECTA Associates Architects, San Francisco CA

A Quick Overview of the Retreat

08:00-08:45

08:45-10:15

10:15-10:30

10:30-11:30

11:30-12:30

12:30-01:30

01:30-04:00

04:00-04:15

04:15-05:15

05:15-05:30

05:30-09:00

Registration & Breakfast

Envision Your 3 Visions

Break, Refreshments

Mission

Goal Setting Introduction

Lunch, served in workshop room

Goal Setting

Break

Strategies

Action Plans

Closing Remarks

Cocktails & Group Dinner with Coach Maria

Get These Bonuses, Too!

$3,035-$3,285 Value

  • Bonus 1

    60-90 minutes of pre-event consultation with the goal of clarifying your business goals and jump-starting the process.

    A $497-$750 value

  • Bonus 2

    Within 7 days of the event, 60 minutes of consultation with the goal of helping you tweak your plan or answering new questions you have.

    A $497 value

  • Bonus 3

    Two weeks after the event you’ll get a phone call from Maria for further refining based on any situations or opportunities that have arisen since you first created your plan.

    A $497 value

  • Bonus 4

    Email Maria personally up till January 11 with your questions, updates to your plan, new thoughts or insights about your business plan, nailing your niche, or other resources provided at the workshop.

    A $450 value

  • Bonus 5

    Access to Maria’s “Nailing Your Niche” and “Finding Your Ideal Client” workbooks.  You’ll work on your own to determine your best clients and the direction of your business.

    A $997 value

  • Bonus 6

    A group webinar on January 3,  for all attendees to check in and make sure you implement the needed changes to your plan. Coach Maria will answer any additional questions you have.

    A $97 value

Pricing Policy

Until October 11, 2019 you can reserve your seat with a 20% early bird discount for $2,400 $1,800.  Starting October 12, it goes back to the regular price of $2,400.  The price includes:

  • Business Checkup to help you determine what needs your attention in the next 12 months.
  • One-day workshop materials, including access to our planning app.
  • During working breaks, Maria will be available to privately work with all participants.
  • Breakfast, lunch, snacks, and refreshments during breaks.
  • Italian dinner with Coach Maria after the workshop, on Friday evening.
  • Bonuses as described on this page.
  • Other bonus materials.  Value TBD

Refund Policy

    • You must send an email to ezine@ElevatingYourBusiness.com to receive a confirmation of your cancellation.
    • Substitutions/name changes may be made at any time prior to the event without penalty.

Cancellation Policy

    • Requests received prior to midnight on October 11, 2019 will receive a 100% refund.
    • Requests received from October 12 to October 25, 2019 will receive a 50% refund or services equal to $1,800 to use within the next 12 months.
    • Requests received on or after October 26, 2019 will not receive a cash refund. You may request services equal to $1,800 to use in the next 12 months.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on October 11, 2019

Save the date: November 8, 2019 in Brooklyn, NY. Only 8 seats available.

Save 20% Now

About Coach Maria

Maria Marsala, founder of Elevating Your Business, is a management consultant and life coach, speaker, author, and former financial executive.

At age 17, Maria began working on Wall Street as a clerk and made her mark at several well-respected firms including Merrill Lynch, Dean Witter Reynolds, and Bear Stearns. By age 21, her fierce determination and keen business insights promoted her to a trader at a time when women executives were as rare as pink diamonds.

Maria is a kick-butt, tell-it-like-it-is, bottom-line consultative-coach. She offers individualized guidance to independent financial advisors with an Advisor-CEO mindset.

Maria's clients seek her out to shorten the learning curve for creating long-term, scalable growth. They count on her customized strategies, objective expertise, innovative ideas, unique tools, and an elevated level of support as they improve their productivity and profit.

A Personal Note from Coach Maria:

My mission for advisors is simple.

To have the most success possible AND live life to the fullest as they serve even more people along the way.

Why?

Because I want to eradicate the crazy, 13-hour days where you’re unable to enjoy your family and friends.  I want to eliminate the days where you return from vacation to find piles of paperwork on your desk... or worse yet… where your free time really isn't your free time.

I believe the biggest gift a business owner can give to his or her team is to be the best boss possible.  And we can be generous with our time and talents by giving back to our communities.

Listen, two heads are better than one! You bring your vision of your ideal business and life. I'll contribute my extensive business expertise, arsenal of resources, and love of marketing to the mix. The end result? You leave with a strategic and focused action plan to use as your roadmap for success.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on October 11, 2019

Save the date: November 25, 2019, in Brooklyn, NY. Only 8 seats available.

Save 20% Now

When we created our plan, you pushed us to set higher goals. A year later, our gross income has quadrupled. And we added employees to do the work we don't want to do.”

Terry Ray, FastTrak

“Because I’m a numbers person, I’ve always had trouble with the “writing part” of planning and setting aside enough time to write a business plan. I knew I needed to have a plan on paper, not just in my mind.

When Maria offered a ONE page business and marketing planning process that could be done in ONE day, I knew that could do THAT much!

Now I have a better feel for . . . important things I had never really thought about.   I had NEVER marketed before, but Maria and my business plan gave me STRUCTURED GUIDANCE.   I have a better feel for what I need to do to grow, to decide when I want to retire, and evaluate whether I’m building my business so I can sell it or turn it over to somebody else to run–important things I had never really thought about.

My customer base increased 10% after years of only 2% growth.  I updated my website to target my ideal clients and created a newsletter, which my clients and prospects appreciate! My web traffic has increased by 20%. I speak more often (CE credit classes) and have gained 12 well-qualified referrals. Niching attracts more ideal prospects to my business and my customer base increased 10% after years of only 2% growth.”

- M.B, APA, CEBS Pensacola, FL

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on October 11, 2019

Save the date: November 8, 2019, in Brooklyn, NY. Only 8 seats available.

Save 20% Now