Design a Business Vision for Focused Growth

Strategic Business Coach, Planning Strategist Maria Marsala
Doesn’t it make sense that if you knew where you were going, you’d be more likely to get there quicker? We think so and are big believers in the power of visioning. In fact, while we create a business vision, we also use the process to envision big projects, create hiring visions, and on… and on.

A business vision is ideal for take-charge advisors. It provides a crystal clear path that describes what their firm is to prospects, clients, employees… and vendors and strategic partners. Visioning is a part of a firm’s strong foundation. And when used daily, it helps your firm grow, address challenges more quickly, and pushes you forward so that your vision becomes a reality.

If you’re ready to make your life and business easier (regardless how the economy is doing), you’ll want to attend our free event and create your vision.

Maria’s Business Vision Statement workshop goes two steps further than most programs I’ve taken: Maria gives constructive feedback AND more ideas to consider. She graded my paper–it was just like going to school–and her comments made my vision more complete and specific. I can move forward now with a clear, defined vision that gives me direction.


Time: 11am PST / Noon MTN / 1pm CST / 2pm EST

Choose from:
Date: Wednesday, February 8, 2017 Time 11pm PST / 2pm EST
Date: Wednesday, March 8, 2017 Time 11pm PST / 2pm EST

Register Here

Improving Your Result$ Starts With Your Vision

Your Business Vision Statement — the one that is usually in your head somewhere — defines focus areas for your overall plan and uncovers elements crucial to the growth of your business. This secret weapon, when written down in plain English, is the first part of any plan (right? don’t you help your clients by asking about their visions?). Having a Business Vision Statement (or BVS) helps successful owner-advisors remain focused on their priorities and make more money, even during a moody economy!

Your business vision is a tool that helps you start to prioritize what’s most important to your future success. And by the time this virtual presentation is over, you’ll have a draft of your business vision done! Our process is simple, short, memorable, and repeatable*.

Your Business Vision Statement also helps propel you and your team forward every day. Yes, don’t keep it a secret. Share it with your support team members (and family). Let your vision create excitement about the future and motivate your team, too.

“Maria had us create 3 visions. That gave me a timeline to review what I need to do to grow my business and made me think about where I want my business to be in 10 or 15 years, and when I want to retire. A few things I had never really thought about.”

Monica Barnard, APA, CEBS
Barnard & Associates, Pension Consultant and EA Specializing in Pension & Profit Sharing Plans for USA Based Physicians

Maria’s note: Monica attended my one-day event where we did create 3 different visions. Learn more about that program, here.

Who Should Attend?

  • RIAs, advisor-owners, investment advisors, wealth manager and other financial professionals
  • You’re ready to take your practice to the next level — a growing firm
  • Maybe you’ve reached a certain level of success and you find yourself working 50+ hour weeks
  • You want better results from your efforts
  • Your revenues have flat-lined or you realize you’ve become complacent

You’ll benefit from having a written version of your vision. You’ll be clear about where you’re headed and your firm’s priorities will be in writing.

We’ll Cover:

  • The biggest mistake advisor-owners make when they market and how you can AVOID falling into that trap.
  • The #1 thing you MUST do to transform the time you spend on your business into revenue.
  • The 8 parts to creating a compelling vision statement that helps you set your priorities and use a clear message to do so.
  • Everything you need to complete your first draft of your Business Vision Statement before the class ends.

You will come away from the virtual presentation with:

  • Your desires, ideas, and insights plucked from the whirling storm in your head and put down on paper! You’ll have a business vision for the next 12 months and a brighter, more profitable future.
  • A laser-focused, repeatable, step-by-step envisioning process you can use to get the results you want in your business or your life — yes, even in this economy!
  • An excitement about serving more people and earning more money.

Register today for this fast-paced, 40-45-minute (or shorter) Business Vision Virtual Presentation

Place: A device with a screen and phone from a really quiet place.


Time: 11am PST / Noon MTN / 1pm CST / 2pm EST

Choose from:
Date: Wednesday, February 8, 2017 Time 11pm PST / 2pm EST
Date: Wednesday, March 8, 2017 Time 11pm PST / 2pm EST

Register Here

Maria Marsala Brings Strategic
Focus, Action, and Result$

I’m excited to be your host during this training session. I’m an award-winning business coach, traveler, speaker, and the founder of Elevating Your Business. I’m known for my kick butt methods that whip businesses into shape, helping advisors scale their firm on a rock-solid foundation, initiating air-tight operations processes that save time and money, and build trust-based marketing processes.

My clients are RIAs, top financial advisors and professionals aspiring to grow ensemble or enterprises while doing amazing things with their lives.

*About this reusable process: We love duplicatable systems. By definition, systems are duplicatable. But what I’m talking about are systems that you learn and use for one purpose, but end up using for another purpose. Our clients have used the vision process to create many types of visions to keep themselves focused including: 12 months, 3 years, 10 years, business succession visions; family, personal, and even visions for personal or professional projects.