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Posted: Monday, March 11, 2013 3:11 PM


Hate Doing Your Own Planning?

This Killer Process Puts Business Growth Planning on Steroids

Idea, Action Plan Photo thanks to Independent Financial Advisors: Easily route your ideas into a business and marketing plan that will pay dividends well beyond the time and money you invest. This is NOT a plan to garner funding; it is a practical, proven business growth planning process that will drive a year's worth of increased productivity in just a few hours.

This live webinar, guided by Maria Marsala--former Wall Street 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, hyper-focused document that you use daily! You leave the webinar with your entire business and marketing plan -- DONE.

What You Will Gain from This Program

  • You'll leave this program with peace of mind, knowing that your best ideas are written down.
  • You'll take your best ideas to the next level, where you want them to be, with Maria's help.
  • You'll have more time to market to new prospects while servicing existing clients.
  • Your marketing -- online and off line -- will be consistent and reach more of your ideal clients.
  • You'll be sure about HOW to grow your bottom line.
  • You'll have tangible actions outlining the priorities that will push you forward more quickly -- and help you tackle your many tasks more efficiently.
  • You'll get better referrals because your clients will know what you do and for whom you provide the best value.
  • Your team will have a written guide to help them do their jobs better and help you manage the company (so you can take some much needed time off).

Mark Your Calendar

Date: April 26, 2013
Time: 7am-2pm PST / 8am-3pm MTN / 9am-4pm CST / 10am-5pm EST
Where: Online, hands-free, from the comfort of your home or office AND in Poulsbo, or Silverdale, WA, too
Other: Includes breaks during the day to eat and whatever!

Download our Application. Complete offline:
download now button
Complete our Application online:
complete online

Who Should Attend?

This program is ONLY for 10 business owners. Join us if...

  • You're an experienced financial professional: Financial Advisor, Financial Planner, Family Advisor, Wealth Advisor, Independent RIA, Life Insurance Rep, Bank Planning Department, Money Manager, Broker, Accountant, CPA, etc. We have limited availability for business owners who are not in the financial industry.
  • You're ready to serve more clients.
  • You're ready to increase your income, work fewer hours, and have a strong impact on the lives of others.
  • You want to create processes that make it easier for your team to manage your business.
  • You are open to new ideas -- and coaching!
  • You think ahead and realize that you need to outline a plan for creating a turn-key business (even if you're not leaving your business for 5-15 years).

What We'll Cover

  • You'll thoroughly assess the current state of your business.
  • You'll create a vision statement about where you want your business to be a year from now.
  • You'll create a succession statement about what you want your business to look like when you leave it down the road.
  • You'll develop a positioning statement that allows your clients and staff to understand why your business exists.
  • You'll define how to spend your marketing dollars/time and determine your revenue expectations.
  • You'll create a roadmap for action with timetables and milestones.

Here's What You Get

  • Business Checkup & Assessment: Quickly evaluate your business in less than 20 minutes when you complete these two assessments. A $199 value.
  • Business CD: Use our workbook, audios, samples, and spreadsheets to create your firm's ideal client profile and go/no go spreadsheet. A $499 value.
  • Business Development Consultation: A strategic consultation 7-14 days before the program starts. We'll send you 2 assessments to complete prior to your session. A $500 value.
  • Strategic Planning Webinar: Get a one-hour video overview of the process. A $79 value.
  • Workbook: We'll mail you a workbook that fits your business type. We'll include other templates -- such as mini-sales budgets, sales calculators, performance scorecards, and sample plans, too. A $35 value.
  • Plan in the Cloud: You'll use online templates during the class to develop a draft of your plan before the program and take it up a few levels at the event. A $200 value.
  • Business & Marketing Plan Workshop: A 6-hour webinar workshop to get your plan done! A $1,299 value.
  • Exclusive Access: You'll have 7 days (starting the day after the workshop) to email Maria questions about YOUR plan. You will receive a private email address to connect directly with Maria. A $250 value.

Total Package Value: $3,061
Your Investment: $1,299

See Why Maria's Clients Call Her Generous!

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.

$1,299 includes everything mentioned above. We also have a 2-pay at $700/month fully payable at least 14 days prior to the start of the program. (No refunds given due to all the resources we're providing.)

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

What To Do Next?

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 other 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.

Download our Application. Complete offline:
download now button
Complete our Application online:
complete online

• Location: Tacoma, Web and Poulsbo, WA

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