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What does Maria Marsala think?

I offer a variety of programs to help financial advisors improve business growth more quickly than they can do on their own. You'll receive training, resources, and tools, to make it easier to implement business-building strategies. Are you ready to take your financial business to the next level ... See full profile

When considering any new system, it's so important to get the staff involved from the "get-go". IMO, you should NEVER give someone a prize for...
What did you decide? QB is in the cloud :) Is it too simple, for what you need, and unable to do what you wanted?
What's the purpose of the title change? To me the title should fit the duties of the position.
Before I'd change anything, I would take a step back. I would first look at the overall vision of your firm. Where do you want to be in 5 years, 10...
The value starts with a company doing a "go/no go". I like Richard's questions. I speak at conferences, so I go into the trade shows. It amazes...
Create a next job career plan and target your next company. My client's do this. And I've done that in a horrible economy, many years ago. My job...
1) Business Planning 2) Marketing Planning 3) Financial Planning 4) Strategic Planning 5) Exit Planning In my opinion, they are all very important....
Corporate culture, IMO, is a motivator when done right. My team is virtual. I have an open door policy regarding communications with them. I don'...
Thanks Regis. You bring up a point I "forgot" all about. What it would cost to be hired as an employee. I posted this question for a client of...
My mistake. The links should be www.elevatingyourbusiness.com/favorites/coaching.html Sorry about that.
Thomas Before hiring a coach, write a list of things you want to accomplish. Ask your peers if they'd hire a coach and what worked and what they'd...
Mindy... are there more than 8 items you're watching?
Below is the first place I'd go. Most often you can to directly to a State's Treasury Department. And sometimes, often, they'll charge you a fee,...
Bruce... LinkedIn back in 2003/2004 when I joined was mostly executives and recruiters. They have a very good system or recruiters would leave.....
One thing you can do is see if a Business Incubator is in your area. NABI I think is the website. I volunteered and then worked at one for a while...
I would call Steve, who works with a larger firm in SF and see who he recommends www.linkedin.com/in/swernofsky
I came back from a visit to a branch office. I told my boss that "something was wrong" although I didn't know what that "something was". It just...
For many years I had a mentor, but the firm had no program. I might look how coaching programs work. I have resources at www.elevatingyourbusiness...
IMO, it's important that a CEO have a good calendar that is looked at by his/her executive assistant. And that the assistant prepares the expense...
You do need to have answers, for sure. But don't spend all your time thinking about it. Because when you do, they'll not only ask, they'll dig....