Advisors and small business owners. Join an in-person or online group workshops or webinars to help you develop your business so that it’s self-running. Our events are designed to help you simplify your business, advise more, and live better. Topics include: banishing burnout, niching, ideal client profile, business and marketing planning, designing a dream board, and many more.
We help your employees and members to grow personally and professionally. Ask us to provide your audience with a customized in-person workshops delivered to your preferred location. Up the value by adding some coaching hours at your event. Or ask us to conduct an online webinars that meet your goals. We’ve worked with Meeting Professionals, Conference Producers, Association Executives, IBDs, & Financial Firms,
Maria automatically provides handouts to reproduce for your event and gives you an appropriate assessment to can pass along to your team or audience before the event. To make her workshop as customized as possible, she will interview at least 3 of your audience and two board members/executives.
Here are some other value-adds for your event, too!
Our entire committee was engrossed by and appreciated Maria’s Banishing Burnout workshop. We usually thank our presenter and move on, but not with this presentation. It elicited such dialogue between our committee members! I had not heard such a response before. I know other CPAs and CPA advisers would enjoy and value this workshop because we got so much out of it.
Michael Eisenberg, CPA/PFS, Partner, Miller Ward & Company CPAs
Maria’s workshop for the CACPA/PFS on Banishing Burnout was an insightful and productive event. After speaking with a few of our members, she customized the program specifically for us and hit the mark. She also provided us with a variety of simple tools to help us go from feeling burned out to energized. I enjoyed her no-excuses coaching style.
Brooke Salvini, CPA/PFS, CFP®, Principal, Salvini Financial Planning & President, CACPA/PFS
Some speakers only give their set talk. Maria’s approach is a lot more personal. As the conference organizer, I really enjoyed her preparation; it showed me she really cared about making her workshop relevant to our group. I liked the interaction Maria had with the advisors; she has been in the financial services industry and understands how it works and the pressures financial advisors feel.
Financial professionals need to think about planning and how they’re going to grow their business. They want to have definite takeaways—and Maria provided these. You can always hear something at a conference that sounds good at the time, but if you don’t really get on it right away, you lose it. Maria’s simple worksheets and lists were very valuable; they gave us a jump-start after the conference. Maria clearly said beforehand that she wouldn’t be a rah-rah motivational speaker—that that she was more practical—and that’s what I appreciated the most.
Secretary and Chief Compliance Officer at Interactive Financial Advisors
Chris Mifsud, loves helping businesses grow through effective marketing strategies that’s powered by persuasive communication. Since 2007, she’s worked for me, and helped our client’s stand out from the crowd, websites rank higher in search engines, office events expand to standing-room only, and client numbers climb.
Using a distinct blend of “writing for people” mixed with “writing for computers” she tells unique stories through websites, blogs, articles, bios, emails, and speaking engagements.
Chris is a Certified Speaker for Constant Contact and has won their All-Star Award three times (so far). This award that recognizes the performance of the top 10% of over 600,000 customers. She also speaks about powerful writing and marketing techniques and has a BA Degree from the University of Michigan.