For Financial Professionals: Business and Marketing Plan

Turn Your Best Business Visions Into a
Work Smarter Strategic Plan

I know that planning doesn't need to take 3 weeks to complete, be 50 pages, or consume so much of your time that you don't want to look at it ever again after it's done.  Instead, what you need is a simple, strategic, action ready business and marketing plan that you (or your team) can implement with ease. You need a plan that will help you work smarter, not harder.

Thank you for your interest in scaling your business the right way -- by creating a business and marketing plan on one page to get you moving forward more quickly.  I love the planning system I use because it helped me and now helps my clients my clients get focused on what's most important to the growth of their businesses.

It's a living, breathing plan you'll want to use daily because you'll see your progress.

I'd like to show it to you how it's different.   Just sign up below and I'll send you a link to the video!


*Our process is 100% flexible, and you can fit this around your own schedule

get started today

How would it feel to have the next 4 quarters planned out for more business success?  What if that plan was strategically and tactically designed to generate more profit each and every month?  It's time to stop flying by the seat of your pants.  Help yourself get more focused and help your clients get clear on what you do, what you stand for, and how different you are from the competition.

  • Discover the 5 Most Important Parts of a Business Plan

    If you’re frustrated by your last business plan process, planning on a single page will motivate you as you see your vision, mission, goals, strategies, and action steps on paper.

  • Choose the Best Strategies

    Throughout the year, you’ve had lots of ideas.  Let’s weed out the bright shiny objects and concentrate on what will attract the best clients and employees to your firm.

  • No Complicated Terminology or Concepts To Learn

    Instead, the system helps you focus on your people, processes, and profit.  It will help you find the missing pieces.

Attend Live or Listen To the Replay

Learn how you and your team can create focused on your goals, the growth of your firm, and servicing clients you love being around.

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"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

"Maria made the one-day 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."

Mike Klasco, Audio Engineering Consultant & Nora Wang, COO Menlo Scientific, Richmond, CA

“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 

"During the hour workshop, Maria introduced succinct, practical business planning methods for running a successful business."

Michael Tartaglia Future Financial Planner, New York, NY

"During the Planning for More Profit (One Page Plan) workshop, Maria convinced me that a business plan does not need to have multiple pages and that, in fact, a 1-page plan can be even more effective!"

Jeff Birnbaum, Financial Planner, CFP®, EA On Point Financial, New York, NY

 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

It's More Than Just a Plan

One of the skills that turns advisors into top advisors involves a major mindset changes from realizing that they created a job for themselves to leading a firm (the size of their choosing).

If you want next-level income, things have to change and now is a perfect time to turn things around.

Some truths about planning

  • Planning makes your life easier (not harder).
  • The first time you go through our Excel Planning System it will take you 10x longer than it will take you the following year.
  • 50 page plans suck and are worthless. (I use a one-page process).
  • Planning frees up more of your time.
  • Executing your plan sets you up for consistent income and sustainable growth.