Financial Advisors & Planners...
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I haven't met an advisor yet, who didn't tell me that they know they are supposed to have a business plan. Advisors know the importance of planning, after all you create plans for your clients. But most often, they don't have a document stating their vision, goals, strategies, nor an action plan for achieving those goals.
How do you expect your clients to take action on their plan, if you haven't gone through the planning process yourself?
The plan we help you create, will pay dividends well beyond the time and money you invest to create it. This is NOT a plan to garner funding. This is NOT a 40 page plan that will take up space on your shelf. It IS a practical, proven growth planning process that will drive a year's worth of increased productivity to you and your firm, in just a few hours.
It is a plan that inspire you to be excited about the work that lies ahead. It is a plan that keeps you focused, helps save you time, and keeps you from making mistakes.
This live webinar or Skype program is guided by Maria Marsala--former Wall Street Retail Trader and now a coach to financial advisors--takes you through a streamlined process powered by the One Page Business Plan®. You'll create a business and marketing plan rolled into ONE, a hyper-focused document that you use daily! It's short-term planning that helps build long-term results. You leave the training with your 12-month business and marketing plan -- DONE and ready to use.
Spend this day working on your business without interruption to draw up your business roadmap, highlight cost and time inefficiencies, determine your marketing strategies and streamline your operations -- on one piece of paper. Start executing your plan the next day
This day will make a BIG difference to your business as you develop clear strategies and ideas on how to move your business forward for focused results.
Date: Friday, April 25, 2014
Time: 8am-3pm PST / 9am-4pm MTN / 10am-5pm CST / 11am-6pm EST
Where: Online, hands-free, from the comfort of your home or office
Other: Includes breaks during the day to put your plan online, eat, call Maria for clarification, and whatever!
"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! While preparing for the workshop, I realized that I was in a stagnant place and needed to do new things, including niching, to bring in new business.
I have a better feel for . . . important things I had never really thought about. Maria made the one-day process so easy and straightforward. I had NEVER consistently 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 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%." Read more about Monica's results after attending this one-day program here
This program will be kept small. Once 10 advisors and business owners join us, we'll close the group. Join us if...
As a financial advisor, you assess each client's risk tolerance. Providing a strong investment strategy while managing risk delivers tremendous value to your clients.
Maria shares your philosophy.
Ensuring your success with this proven system PLUS all the extras is what drives Maria to offer programs of this caliber at such a tremendous value.
Maria knows when you create your plan and use it; you'll see a great return on your investment from having worked with her and this killer process. And you'll want more resources, tools, and guidance from her as you execute your plan and grow your business.
Just ask yourself this question: If I had a really concise plan, more time to meet new prospects, and better direction for my team--how many more AAA clients could I gain per month?
The resources, tools, and exclusive 1:1 access to Maria are all you need to create your business growth plan for 2013 and beyond.
Here's what leading financial industry executives say about The One Page Business Plan®:
"It is too easy to get wrapped up in the market and lose perspective -- you are in business for yourself. For the last ten years I've had a One Page Business Plan to stay focused. Wow! What a great tool!"
- Ralph Miljanich, Sr. VP, Morgan Stanley
"The One Page Business Plan® uniquely simplifies the complex. It motivates, focuses and inspires - all on one page. The user friendly format makes this a necessary tool for any financial professional who wants to build a successful business."
- Ryan Beck, Executive VP, AXA Advisors, LLC
There's never a reason to procrastinate. The time for action is now. Complete the application form below. Maria will schedule a call to answer your questions before you make a final decision.
*NOTE: Upon payment and receipt of 2 assessments, we'll schedule your 1-hour business coaching session and send you your assessments, CDs, and other resources mentioned above. Due to the nature of this program, there are no refunds available.
"Maria, I got so much more out of your introduction to business planning program than I have gotten from multiple hours of reading and attending seminars on the subject."
Monica Barnard, APA, CEBS
Barnard & Associates