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The Count on Success Monthly Business Growth Podcasts
For Independent Financial Advisors Globally
RIAs, IFA, and YOU!
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Your World-Class Business-Building Speakers Are Here!
Learn growth strategies you'll use right away! Business management thought leaders will cover important and current issues around
You Living Better
You as a Leader
Services/Products
Operations Admin
Human Capital
Client Services
Marketing
Sales
Technology
Succession Planning
==> Click on a speaker's photo to see their bio and presentation description.<==
The Count on Success Conference and Podcasts are right for you if:
- You’re ready to put your firm on the fast-track to much more success in 2020 (and beyond)!
- You believe New Information + New Action = Massive Success.
- You hate the status quo.
- You’re tired of running on the hamster wheel and are willing to use proven systems from speakers who have been in your shoes before!
- You are excellent at what you do . . . and know if you elevate your productivity, you’ll enjoy even more of what life and business has to offer.
- You’re tired of running your business like you’re cramming for exams.
- You want more time, more profit, and more fun in 2020!
Be part of this
FREE gathering of
business management
and marketing experts
Jeremiah Desmarais Keynote Speaker
and many more...
Get powerful tools to build a bigger, better, leaner, and more profitable firm AND provide exceptional customer service in the process!
Jeremiah Desmarais
How to Turn LinkedIn into an Autopilot Lead Generation Machine
Maria Marsala, Presenter
How to Market Smarter: Choose a Niche Full of Clients You Enjoy (and Vice-Versa)
Why should an individual seeking a financial advisor contact YOU? Why should your clients risk their reputation and REFER you? What makes you STAND OUT? If you answered, "Great customer service!" or "Experience!" your voice evaporated in a crowd of thousands. Wouldn't you like to be SOUGHT OUT by prospects instead of constantly chasing them?
If prospects aren't finding YOU, you are missing your niche. In this program, you’ll learn how to differentiate yourself so that you become the OBVIOUS CHOICE for clients. You’ll discover practical strategies for developing a niche that single you out as the "go-to" expert. Enjoy the benefits of HITTING YOUR NICHE.
What We'll Cover
- Common mistakes financial advisors make around niching
- 3 specific steps to help you identify the best niche for you and your firm
- The 4 four niches you don't want to choose (and why)
Maria Marsala, Business Strategist, former Wall Street Trader
Maria Marsala is a business advisor to financial advisors, award-winning coach, speaker, thought leader, and a former retail trader from Wall Street. Her company, Elevating Your Business, specializes in providing financial advisors with tools and support to reach their 2-year business and personal goals in 12 months (or less).
Maria’s 35 years of business experience include running 3 businesses, managing a few nonprofits, and coaching hundreds of business owners in more than 40 industries. She helps her clients become more profitable, attract better clients, and have more quality free time.
Maria uses proprietary templates, workbooks, audios, webinars, and S.Y.S.T.E.M.S. – Save, Yourself, Time, Energy, Money and be more successful. Her clients also grow personally and professionally with the use of the Personal Foundation (Coach U) and the One Page Business Plan®. Maria offers do-it-yourself CDs and do-it-with-some-help group programs, too.
Maria’s expertise has been featured in national publications such as RIABiz, AdvisorOne, Entrepreneur Magazine, Forbes, The Huffington Post, Financial Planning, and many more. She has authored 4 workbooks, including Mastering Your Ideal Client Profile and Networking to Increase Your Net-Worth. She publishes a complimentary online newsletter, FOCUS! containing practical tips that turn financial practices into financial businesses.
Maria Marsala
How to Market Smarter: Choose A Niche & Work With Clients You Enjoy the Most
Alessandra Malito, Presenter
How To Gain Street Cred By Engaging With Reporters
Have you ever wondered how some advisors end up quoted in the press and you’re not? In this webinar, we’ll walk you through various ways advisers get quoted in media outlets. You’ll have a better chance of being quoted in magazines, newspapers, radio, TV, or on social media news sites.
What We’ll Cover:
- Learn what pitches are and who you send them to in order to gain media exposure
- Learn about an online resource reporters use to find new experts to interview
- 5 ways to create relationships with reporters and news outlets (social media and public relations)
Alessandra Malito, Tech Reporter, InvestmentNews
Alessandra Malito is the technology reporter at InvestmentNews. She covers advisor-facing software and hardware, social media, websites and other online services, and emerging technologies such as robo-advisors and data aggregation.
Alessandra started working for professional publications when she was 15 years old at a local community paper. She received her Bachelor’s from SUNY Stony Brook in May 2013 and her Master’s, with a concentration in business journalism, from CUNY Graduate School of Journalism in December 2014.
The summer before graduation from grad school she was an intern at InvestmentNews. Her byline has also been featured in the Wall Street Journal, New York Times Lens blog, NBCNews.com and Newsday.com. She’s currently taking continuing education classes for a Certificate in Finance and Accounting. When she’s not writing up stories or thinking about technology, she enjoy cooking, crafting and running. There is never a coffee cup too far away.
Alessandra Malito
How To Gain More Street Cred By Engaging With Reporters
How To Evaluate and Choose the Right Financial Platform Technology for Your Practice
How to Overcome The Buyer's Bias Phenomenon
How to Make Getting Great Referrals Easy
How To Avoid Regulatory Compliance Issues & Develop A Successful Succession Plan
How To Survive the Robo-Advisor Threat
(click on Maria's photo to see bio)
About Coach Maria Marsala
Maria brings more than 30 years of experience to her role as founder and trusted consultative coach at Elevating Your Business. She is regarded for her sensible, insightful, forward thinking strategic marketing and business advice grounded in practical best business practices. As a trusted business consultant and executive coach, she provides 1 to 1 and/or group consulting, coaching and courses for global advisors.
Maria is an unstoppable business owner, having started her first of three businesses at age 14. She landing at Merrill Lynch as a dividend clerk working with the computer department to automate processes. Moving to the bond department at Reynolds Securities, she increased the efficiency of her boring clerical job; eliminating the need for three positions -- including her own! She was promoted to the municipal bond desk as a clerk, to junior trader, and then to retail trader, working to improve the sales of registered representatives in 5 branch offices. She moved to Dean Witter Reynolds during a merger, but found the cultural changes of a big shop not to her liking.
Maria jumped at the chance to be Bear Stearns first retail liaison where she was tasked with improving retail sales of 300+ registered reps . She did this by creating a variety of marketing processes, speaking to the sales offices, and eventually writing an Operations Sales Manual to help advisors increase bond sales. She became the go-to person to resolve the departments trade issues, improve marketing, and streamline operations, creating processes and procedures that were used firm-wide and saved millions of dollars.
Learn more at https://www.elevatingyourbusiness.com/business-coach-maria-marsala/
Coach Maria Marsala
Business Consultant, Executive Coach, Global Speaker, Author
How to Increase Workplace Productivity
Maria Marsala, Presenter
How to Use Strategic Business Alliances as a Marketing Strategy
More information will be added here.
What We'll Cover
- Common
Maria Marsala, Business Strategist, former Wall Street Trader
Maria Marsala is a business advisor to financial advisors, award-winning coach, speaker, thought leader, and a former retail trader from Wall Street. Her company, Elevating Your Business, specializes in providing financial advisors with tools and support to reach their 2-year business and personal goals in 12 months (or less).
Maria’s 35 years of business experience include running 3 businesses, managing a few nonprofits, and coaching hundreds of business owners in more than 40 industries. She helps her clients become more profitable, attract better clients, and have more quality free time.
Maria uses proprietary templates, workbooks, audios, webinars, and S.Y.S.T.E.M.S. – Save, Yourself, Time, Energy, Money and be more successful. Her clients also grow personally and professionally with the use of the Personal Foundation (Coach U) and the One Page Business Plan®. Maria offers do-it-yourself CDs and do-it-with-some-help group programs, too.
Maria’s expertise has been featured in national publications such as RIABiz, AdvisorOne, Entrepreneur Magazine, Forbes, The Huffington Post, Financial Planning, and many more. She has authored 4 workbooks, including Mastering Your Ideal Client Profile and Networking to Increase Your Net-Worth. She publishes a complimentary online newsletter, FOCUS! containing practical tips that turn financial practices into financial businesses.
Maria Marsala
How to Use Strategic Business Alliances as a Marketing Strategy
Maria Marsala, Presenter
How to Use Strategic Business Alliances as a Marketing Strategy
More information will be added here.
What We'll Cover
- Common
Maria Marsala, Business Strategist, former Wall Street Trader
Maria Marsala is a business advisor to financial advisors, award-winning coach, speaker, thought leader, and a former retail trader from Wall Street. Her company, Elevating Your Business, specializes in providing financial advisors with tools and support to reach their 2-year business and personal goals in 12 months (or less).
Maria’s 35 years of business experience include running 3 businesses, managing a few nonprofits, and coaching hundreds of business owners in more than 40 industries. She helps her clients become more profitable, attract better clients, and have more quality free time.
Maria uses proprietary templates, workbooks, audios, webinars, and S.Y.S.T.E.M.S. – Save, Yourself, Time, Energy, Money and be more successful. Her clients also grow personally and professionally with the use of the Personal Foundation (Coach U) and the One Page Business Plan®. Maria offers do-it-yourself CDs and do-it-with-some-help group programs, too.
Maria’s expertise has been featured in national publications such as RIABiz, AdvisorOne, Entrepreneur Magazine, Forbes, The Huffington Post, Financial Planning, and many more. She has authored 4 workbooks, including Mastering Your Ideal Client Profile and Networking to Increase Your Net-Worth. She publishes a complimentary online newsletter, FOCUS! containing practical tips that turn financial practices into financial businesses.
Valuable speaker strategies you’ll learn:
Master lead generation on LinkedIn.
Award-winning lead generation formulas that have been proven to dominate the digital marketing space.
Use changing technology to your advantage.
Everything you need to know about matching the correct technology platform to your business model.
Media darling: strategies for free publicity.
How to increase the love from reporters and get quoted in newspapers, magazines, radio, TV and social media news sites.
Buyer beware!
The one mistake you don’t want to make if you’re considering buying, selling, or merging with another firm.
Marketing that makes you the obvious choice.
Grow your business by managing first, then marketing—it’s easier and more powerful when you have a niche!
Are you referral ready?
Revamping your referral process (and perspective) for more consistent, desirable referrals.
Arm yourself against robo-advisors.
Learn the facts and the myths about this new trend, and what you can do to stay competitive.
Free up your time from minutia.
Learn which back office systems to use and exactly what to delegate to achieve the most efficient follow-up and operations procedures.
Avoiding compliance complications.
How to avoid common regulatory violations and steer clear of legal disputes that sour succession planning.
Targeting strategic business partners for profit (and fun).
You’ll achieve your profit goals faster if you align with strategic partners using this easy and enjoyable process.
... and much more