Inspirational Educational Keyshops & Seminars for Financial Professionals
Why Book Maria For Your Event?
When Maria speaks, the listens attentively and writes feverously.
This is because her presentations are not designed to temporarily hype up the audience with feel-good sentiments (though they will feel empowered)!
As a life and business coach who knows “life happens” as you grow a business, Maria develops workshops to transform both people AND processes, preparing attendees for overall success and satisfaction in business and life.
Maria’s presentations contain material that your audience will recognize as valuable, actionable advice. They know her strategies will take their business growth to the next level—leaving them excited and raving about their experience. Your audience will act now on the materials she provides -- even before leaving the workshop!
All of Maria’s courses are designed to bring attendees to a point of clarity within the chosen topic. Her proprietary templates make it easy for participants to record their thoughts, take specific action, and share what they’ve learned with their teams. Accountability is easy when you have clarity and a written plan to increase success. Maria’s workshop attendees leave with both.
Maria develops customized workshops (from 25 minutes to 5 days in length). They can be held at a conference, before the conference, for a retreat, for membership or staff, or held as a webinar, a series, or audio presentation.
Maria’s Most Popular Speaking & Training Programs
The following is a list of my current action-oriented presentations covering business development, online marketing, and personal growth. They are customized to each audience and can be presented as keyshops, workshops, or webinars.
• Booking More Ideal Clients
• Nailing Your Niche
• Strategic Planning on a Single Page
• Profiting from Change
• Banishing Burnout
• Envision Your Vision
• How to Integrate Online and Offline Marketing
• Website Design Using WordPress
• 10 WordPress Plugins to Improve Your Website
• LinkedIn Demystified
• Productivity Tools
• How to Start Working Virtually
• Your business growth or life development topic here
Let Maria turn complex business processes into simple, doable actions. Her talks concentrate on important business growth and marketing topics.
Each workshop topic is customized to the audience or participants to ensure the highest benefit and implementation for attendees. Learn more about the process we use to customize here. Within ample time of the event, we provide you with handouts and an evaluation form. Ask us for one article on the topic that you can use in your newsletter or other marketing prior to the event.
Maria is also an excellent “filler-inner” when other speakers cancel.
Who Benefits the Most From Maria’s Training Programs?
- Financial advisors, planners, managers, and teams
- Benefits providers, insurance agents, CPAs, AEs, accountants, bookkeepers, QuickBooks consultants, etc,
- Retail or institutional sales teams
- Service-based small business owners who serve financial professionals or not
- C-level executives from large or mid-sized financial firms ready to plan and work smarter
Jana Helmuth President, America Society of Women Accountants, Seattle, WAI attended your workshop at the American Society of Women Accountant’s Conference on creating a one-page business plan. Several members and I were excited at the possibility of turning our lengthy Strategic Plan into a one-page document using your materials. We accomplished our goal and had the opportunity to share our plan with our Ukrainian counterparts who were looking to start an accounting organization.
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