Maria Maria)

Maria Maria)

WA, US

Helping financial advisors and financial professionals to grow their business more easily, banish burnout, and live better. Specialize in creating simple systems and reducing expenses.

Offer your audience or team an experience to grow bolder and stronger as they take action often before they leave my trainings!  International speaker. 

                       ====

Maria is not a rah-rah, get everyone jumping up and down keynote speaker.


Instead, she gives your audience, employees, or participants the type of value that has them acting immediately to take their business to the next level--and raving about the experience. Maria will deliver your workshop in person or as a webinar/virtual presentation.  She's spoken in the US, and also Canada and India.


Maria is available to conduct customized workshops or virtual presentations, of between 1 hour and numerous days, for your next meeting, retreat, or conference.  She books 2 presentations per month from 3 months to 2 years in advance.


DOES YOUR AUDIENCE SEEK BETTER WAYS TO OPERATE AND GROW?

Let Maria turn complex business processes into simple, doable actions. Her talks concentrate on important business operations and marketing topics.  


Topics in Our "Working Smarter Series" Include
• Defining Your Niche in Marketing
• Book MORE Clients
• 5 Steps to Strategic Planning on Steroids
• The Power of Ten and other Low-Cost Marketing Strategies
• Envision Your Business Vision
• Networking With Ease To Increase Your Net-Worth (Hint! Connect Don't Sell!)
• Writing Articles To Grow Your Business Even When You Hate Marketing
• Developing Strategic Alliances To Grow Your Business More Quickly

Topics in Our "Living Smarter Series" Include
• Clean Sweep Stress From Your Life

• Banishing Burnout
• Setting Boundaries & Raising Standards
•  Profiting from Change


Extend the value at your conference or meeting by adding an opportunity for audience members to receive private coaching


Ask us to create a second workshop or do the same workshop 2x at 1/2 price.    


Hire us to a pre-conference event for 3-6 hours.


ABOUT MARIA

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 retail bond trader when female executives were as rare as pink diamonds. She helped the trading desk and advisors across the country increase sales by creating new marketing and operations procedures that were used firm wide.


Her penchant for dispensing valuable advice became, even more, evident as she mentored her colleagues, transforming secretaries and clerks into junior traders. She also helped non-financial professionals get their start in the financial field.


Over time, she was given the opportunity to become more involved in the operations management of the municipal and government bond departments. Realizing that she had a knack for streamlining corporate operations and generating profits for her employers, she shifted into operations management. As the first internal consultant (Special Projects Manager) at Bear Stearns, she worked closely with and in every department and branch office.


Maria has worked at financial firms such as Merrill Lynch, Reynolds Securities (DeanWitter), Bear Stearns, Carroll McEntee McGinley, and government broker, FBI. She owned her own Wall Street Consulting firm for two years, working on projects related to GNMA trading and REPO accounting.


In 1998, brimming with over 25 years of experience, Maria founded Elevating Your Business, a company dedicated to coaching high-achieving professionals and entrepreneurs in business development strategy—and life. 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:

1.Her ability to "give them their life back" by systematizing and simplifying the essential functions of business, which they hate doing, including planning, administration, operations, and marketing.

2.Her insightful, kick-ass solutions to their business problems allow them to get "unstuck" quicker, attract their ideal clients, and achieve more in a few months than they could after years of struggling.

3.Her focus on finances including budgeting, pricing, and creating products (productizing services) for their marketing funnel has increased their sales 25%-400% in 4 to 12 months!


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, "Off the Wall Leadership" by Paul B. Thornton, "The Coaching Starter Kit" by Coachville, and "Find Your Inner Betty" by Tanner Stransky -- she'll deliver fabulous commentary to you, too. 


Maria has spoken virtually and 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, article marketing pioneer, trained life coach, certified teleseminar leader, author, and former newspaper columnist.


A life-long volunteer, Maria tutored first-graders at age 10, and has received numerous awards for her work with teenagers and protecting the environment. She currently lives far enough from Seattle, WA to enjoy living in the country, surrounded by water, but close enough to city life. Only call her a very proud native NYer, first and foremost. 


A master gardener and financial business news junkie, she is single, enjoys cooking, playing card games, bowling, attending the theater and concerts, interior design, driving around the country, volunteering, teaching, and perusing hardware and office supply stores.

Offer your audience or team an experience to grow bolder and stronger as they take action often before they leave my trainings!  International speaker. 

                       ====

Maria is not a rah-rah, get everyone jumping up and down keynote speaker.


Instead, she gives your audience, employees, or participants the type of value that has them acting immediately to take their business to the next level--and raving about the experience. Maria will deliver your workshop in person or as a webinar/virtual presentation.  She's spoken in the US, and also Canada and India.


Maria is available to conduct customized workshops or virtual presentations, of between 1 hour and numerous days, for your next meeting, retreat, or conference.  She books 2 presentations per month from 3 months to 2 years in advance.


DOES YOUR AUDIENCE SEEK BETTER WAYS TO OPERATE AND GROW?

Let Maria turn complex business processes into simple, doable actions. Her talks concentrate on important business operations and marketing topics.  


Topics in Our "Working Smarter Series" Include
• Defining Your Niche in Marketing
• Book MORE Clients
• 5 Steps to Strategic Planning on Steroids
• The Power of Ten and other Low-Cost Marketing Strategies
• Envision Your Business Vision
• Networking With Ease To Increase Your Net-Worth (Hint! Connect Don't Sell!)
• Writing Articles To Grow Your Business Even When You Hate Marketing
• Developing Strategic Alliances To Grow Your Business More Quickly

Topics in Our "Living Smarter Series" Include
• Clean Sweep Stress From Your Life

• Banishing Burnout
• Setting Boundaries & Raising Standards
•  Profiting from Change


Extend the value at your conference or meeting by adding an opportunity for audience members to receive private coaching


Ask us to create a second workshop or do the same workshop 2x at 1/2 price.    


Hire us to a pre-conference event for 3-6 hours.


ABOUT MARIA

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 retail bond trader when female executives were as rare as pink diamonds. She helped the trading desk and advisors across the country increase sales by creating new marketing and operations procedures that were used firm wide.


Her penchant for dispensing valuable advice became, even more, evident as she mentored her colleagues, transforming secretaries and clerks into junior traders. She also helped non-financial professionals get their start in the financial field.


Over time, she was given the opportunity to become more involved in the operations management of the municipal and government bond departments. Realizing that she had a knack for streamlining corporate operations and generating profits for her employers, she shifted into operations management. As the first internal consultant (Special Projects Manager) at Bear Stearns, she worked closely with and in every department and branch office.


Maria has worked at financial firms such as Merrill Lynch, Reynolds Securities (DeanWitter), Bear Stearns, Carroll McEntee McGinley, and government broker, FBI. She owned her own Wall Street Consulting firm for two years, working on projects related to GNMA trading and REPO accounting.


In 1998, brimming with over 25 years of experience, Maria founded Elevating Your Business, a company dedicated to coaching high-achieving professionals and entrepreneurs in business development strategy—and life. 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:

1.Her ability to "give them their life back" by systematizing and simplifying the essential functions of business, which they hate doing, including planning, administration, operations, and marketing.

2.Her insightful, kick-ass solutions to their business problems allow them to get "unstuck" quicker, attract their ideal clients, and achieve more in a few months than they could after years of struggling.

3.Her focus on finances including budgeting, pricing, and creating products (productizing services) for their marketing funnel has increased their sales 25%-400% in 4 to 12 months!


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, "Off the Wall Leadership" by Paul B. Thornton, "The Coaching Starter Kit" by Coachville, and "Find Your Inner Betty" by Tanner Stransky -- she'll deliver fabulous commentary to you, too. 


Maria has spoken virtually and 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, article marketing pioneer, trained life coach, certified teleseminar leader, author, and former newspaper columnist.


A life-long volunteer, Maria tutored first-graders at age 10, and has received numerous awards for her work with teenagers and protecting the environment. She currently lives far enough from Seattle, WA to enjoy living in the country, surrounded by water, but close enough to city life. Only call her a very proud native NYer, first and foremost. 


A master gardener and financial business news junkie, she is single, enjoys cooking, playing card games, bowling, attending the theater and concerts, interior design, driving around the country, volunteering, teaching, and perusing hardware and office supply stores.

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Format: 30 minutes to 2-day event

 

This session is designed to help financial advisors to market less but gain more and better clients. We'll discuss the differences between niching and creating an ideal client profile. Why it's a waste of time to market before your ideal client profile is done. Maria's powerful 6-step system will give your team the keys to creating an ideal client profile for clients who actually tell you how to market and network to...

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I've conducted this program for 20-90 minutes.

 

This program is perfect for:

  • financial audiences

 

The audience will leave with:

•Why change feels difficult and stressful.

•3 steps to manage change without overwhelm.

•How to profit from change.


 

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Business Planning on Steroids

For financial advisors and professionals. 


This essential single-page strategic plan workshop takes six key business-building elements and applies them to your business, allowing you to execute strategies and effectively grow.  Maria will help your team or audience redefine its vision, create a mission, and set objectives and strategies for future growth.


Can also conduct a 1 day event where audience leaves with a solid draft of...

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