Business Financial Planning For Financial Advisors and Services Professionals

Finally, a Results-Oriented Roadmap for Leadership and Sales Success... On a Single Page!

Are your current business and marketing plans no longer working for ya?

Are you always busy, but your bank account doesn't seem to show it?

Would gaining insight from others be beneficial to your business growth?

Have your past experiences with business planning left you wanting to pull your hair out?

You can gain the tools to jump start your practice, get your business back on track, or take it to the next level! The One Page Business Plan® is absolutely the fastest, easiest way for financial services professionals to write a plan. It's designed to quickly extract your best ideas and put them all onto a single page. The simple 5-step process incorporates the use of powerful questions and fill-in-the-blank templates to guide you effectively. You will create your own business plan in four 90 minute sessions over two weeks. Using our breakthrough program you can move forward with confidence because you'll be giving and gaining feedback from your professional peers. This highly intensive teleconference is presented by certified senior instructor and former Wall Street trader, Maria Marsala.

It's GPS for Your Business!

This is a Leadership Planning and Implementation Process for:

In this Workshop You'll Learn:

Benefits of The One Page Business Plan®

Once your plan takes shape, you'll be able to use it daily to set priorities. Because it's on one page, you will have the flexibility to easily change anything you want to. Your plan will be a personalized tool to accelerate your decision-making. New ideas will fit seamlessly into the plan you have already created, and you'll have a system that monitors your efforts. You will clearly see the bigger picture and be able to leverage your time and talents effectively.

It's time to create a results-oriented roadmap for field leadership and sales success!

"It is a rare occasion when I am wowed by a product or service enough to mention it for your consideration. This, however, is one of them..."
- Jeff Hughes, CEO, GAMA International

"The One Page Business Plan® process is like none other I have experienced. Our leadership team participated, with each one designing their own plan. The result being each leader is engaged, empowered and has ownership of a plan with his/her best thinking. I highly endorse One Page Business Plan."
- Bob Fashano CLU, CHFS, MSFST General Agent -The Guardian, Master Agency

"It is too easy for a stockbroker 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

No Wasted Travel Time, Just Four 90-Minute Phone Sessions:

First, you will fill in the Business Checkup and submit it to Maria as soon as it's complete. Then invest about 90 minutes and create a rough draft of your plan using our proprietary Financial Services Point, Click, Plan! software and book. Here you will take the ideas in your head and put them down on paper where you can look at them and determine what's what. And you'll listen to the Ideal Client Profile audios and begin exercises in the workbook that will help you understand who your target market is. After all, your plan is dependent upon the great clients you will gain and most importantly, keep!

Prior to the first session you'll listen to the Stop Working With Jerks CD audios. Then, because having an ideal client profile is so important, we'll spend 90 minutes helping you target them specifically. You need to know who your ideal clients are and where you can find them. This is group participation time, that's for sure! At least two days before the next session, you'll submit the first draft of your vision and ideal client information for review and private email feedback.

We'll start with a short overview of your business plan. Then, we begin fine tuning a powerful Vision Statement that clearly defines your business. Maria will also give you some pointers on crafting an outstanding Mission Statement that will focus and energize everyone around you! At least 24 hours prior to next session, you'll submit your vision and mission statements for review and private email feedback.

You will learn how to write precise Objectives which will define how you measure success. This is an important step because it increases your accountability as it motivates you. You will discover the secret of linking Objectives and Strategies which will help assure both short and long term success. At least 24 hours prior to next session, you'll submit your Objectives for review and private email feedback.

You will develop crystal clear Strategies to define how your business will be built; and learn how to guarantee that you and your team are working in the right direction. Emphasis will be placed on the clear definition of projects that will ensure Strategies are implemented and Objectives are achieved. At least 24 hours after this session you will submit your plan for one more email review.

Look At What You'll Take-Away:

In addition this also includes a private 30-minute consultation, within 7 days of the end of the series, inwhich Maria will help you tweak your One Page Plan to its absolute, ultimate best!

Plan for GREATER Success Today!

Registration Information:

Register at least two weeks in advance of the program to start assure ample time to receive materials and complete any pre-program assignments.

Workshop Dates: Group 1: April 19, 22, 26, 29 Group 2: June 15-24 Group 3: September 21-30 (then January 2011)

We encourage you to register to reserve your spot now. To register email us or call: 360-271-8418.

Program Information:

This teleworkshop is conducted through a highly interactive process. Maria Marsala will work with you to create your plan and support you along the way.

Private programs for individual firms can be scheduled with a minimum of eight (8) participants. Programs for individuals, conferences, and retreats are also available. For more information and future dates, email us or call 360-271-8418.

Facilitator:

An irrepressible entrepreneur, Maria entered the business world at age 14, landed on Wall Street at age 17, and shattered the glass ceiling at age 21. Fiercely determined and keenly insightful, she became a bond trader when female executives were as rare as pink diamonds. Maria spent the next 20 years streamlining corporate operations and generating profits for her employers. Her penchant for dispensing valuable advice became evident as she mentored other women, transforming secretaries into traders.

In 1998, brimming with over 25 years of business experience, Maria founded Elevating Your Business, a business development company dedicated to helping high-achieving women who own professional service businesses. Maria customizes solutions to detect and overcome each client's unique obstacles, helping them create the business and lifestyle they only imagined possible.

When asked why they hire Maria, her clients consistently cite these three reasons:

"Maria's input has helped me organize my business more in three months than I had in the nine months prior. She asks the right questions and doesn't mince words. Her vast storehouse of business and marketing knowledge makes her a valuable partner in my business. She's helped me package my services, allowing me to increase my fees by 200% over time and the monthly sales of the company are more than 300% from where we were just 8 months ago. If you're considering hiring an advisor to help grow your business more rapidly, look no further. Maria is a skilled, caring, but firm coach, and most importantly, she will help you get the results you're looking for in your business and personal life ".

Elin Barton, COO & Partner, White Knight Pro Video Company, Binghamton, NY, http://www.WhiteKnightPro.com

After many requests to share her insights on what small business owners can learn from bigger businesses, Maria created a step-by-step program called "Corporate Secrets Marketing™". Her concepts have been quoted regularly in prestigious media outlets including: Money magazine, Jim Cramer's "The Street", Women's Day, Market Watch, Advisor Max, and The Bottom Line. Her strategies are mentioned in several books including: "Six Steps to Free Publicity" by Marcia Yudkin, "Streetwise Small Business Book of Lists" edited by Gene Marks, and "Find Your Inner Betty" by Tanner Stransky - - she'll deliver fabulous commentary to you, too. Maria has spoken internationally at more than 100 business and association meetings, retreats, conferences, as well as on radio and TV shows. Maria is an Internet-marketing veteran, trained life coach, certified teleseminar leader, author, and former newspaper columnist.

A life-long volunteer, Maria tutored first-graders at age 10, and has been recognized with numerous awards for her work with teenagers and protecting the environment. She currently holds memberships at Washington Distributive Education Clubs of America (WA DECA), Eagle Harbor UCC, Make Mine a Million, National Association of Female Executives (NAFE), Seattle Philanthropic Advisors Network (SPAN), Columbia Tower Business Club, and Women Business Advisors Alliance.

Maria is a very proud native New Yorker who lives near Seattle, Washington. She is currently single and enjoys playing cards and games, gardening, attending the theater, driving around the country, attending concerts, or perusing hardware and office supply stores.

Financial Advisors and Service Professionals: If you're not getting the results you want from your business, this course may be a great solution for you.