Financial Advisors & Service Business Owners
Get Training and Support You Need to Systematically Grow Your Business Faster with Marketing That Works for Your Niche

Join the Act Now Mastermind Now! Doors Close In . . .

Join ANM Today

Let's talk for 20 minutes (free) to make sure this program is a good fit.

If you are living for the day you can work less as your business grows, the Act Now Mastermind Group is for you.

If you are seeking substantial growth of your company, team, clients, profitability, and free time, the Act Now Mastermind is for you.

If you know what you have to do in order to grow your business but don't have the training, resources, or steps to do it, the Act Now Mastermind is for you.

If you are seeking to increase the value of your firm or create a legacy business that can be sold at top dollar, the Act Now Mastermind is for you!

If you want to simplify the way you do business by target marketing or reducing expenses, the Act Now Mastermind is for you. 

If you're looking to prioritize all of the ideas floating through your mind so you can focus and take action to reach your goals, the Act Now Mastermind is for you. 

The Act Now Mastermind is a safe place for a business owner to obtain support and guidance.

reserve your spot

$597 set-up fee, plus $597 per month (a 6-month commitment).

Does this sound familiar?

  • You've attended trainings and found exciting things to try in your business, but when you return, nothing ever changes.
  • You do a lot of reading and have a ton of ideas spinning around your head, but you don't know what to do first, so you stay stuck.
  • You're so damn tired of trying different marketing strategies that don't work.
  • You have a ton of questions and just want someone who has been in your shoes to provide customized feedback.
  • You're frustrated (and maybe even overwhelmed) by growing your business alone and would love a community of service business owners who will share their experiences with you and vice-versa.

Is This Missing From Your Business?


  • An experienced mentor, willing to share everything her clients have done to successfully grow their businesses.
  • Valuable resources and guides to help you grow your business and attract more of your ideal clients.
  • A caring group of like-minded business owners to support you and have "water cooler" conversations to bounce ideas off each other.

You need someone with both a business and finance background who cares enough to know YOU and your business well.  I'll share my proven and proprietary materials and systems, offer advice with my unique consultative-coaching style, and provide customized feedback to help you achieve your ultimate business vision.  You'll also learn a lot from listening in on the questions and answers of your fellow Act Now Mastermind participants.

reserve your spot

Let's talk (free - 20 minutes) and make sure this is the right program and the right time for you to attend.

Who This Program Is For

Growing Business

It's for you if you're stuck and looking to grow your business to the next level.  Now is the time to think strategically -- and create a business and marketing plan that leverages your time and money.  Then execute what you've planned to up-level your business to your ultimate vision!

Rethinking Your Business

It's for you if you're ready to transform your business.  That means realigning your business model and marketing strategies with the updated vision you have for the future.  Then you'll know what to act on next -- like the leader you are!

Improving Your Business

It's for you if you're ready to finally get your sh*t together and streamline the whole shebang -- operations, marketing, onboarding, technology, team building, and more!

Selling Your Business

It's for you if you are seeking to increase the value of your firm or create a legacy business that can be sold at top dollar.  Don't waste another minute -- get the return for your hard work that you deserve!


Sorry, this program is not for new business owners. You must have at least one W2 employee or 1099 contractors working for you.

Here's What You Get as an Act Now Mastermind Member

(Support, Guidance, Coaching)

1. Act Now Live Groups (Up to 6 advisors/business owners)

The foundation of the Act Now Mastermind is support, advice, and the experience of other participants.  You get guidance so that you can determine and execute what's best for you, your team, your firm, and your family.

We'll meet the first three Wednesdays of the month for small group coaching calls.  The program begins in March 2023.

Time: 12pm EST, 9am PST.  I will create other times for GMT and IND advisors, distributors, or business owners interested in attending but can't attend during USA/CA times.

Everyone will sign a Non-Disclosure Agreement (NDA).

You'll share LinkedIn profiles, websites, phone numbers, and email addresses.  You can choose a buddy in the group for additional accountability during the week or call/email another member for support.

There will be no direct competition as members must be in different states, provinces, or countries, based on the group you attend.

Often, you'll learn from the questions your colleagues ask, and you can chime in, too.

You'll leave the sessions/calls with clear steps to act upon.  As we progress through the program, you'll see your business moving forward.

You'll get recordings of all the calls within 24 hours and transcriptions of each call within 48 hours.

2. Training and Resources

You'll gain access to my assessments, a bunch of videos, audios, and templates.

Based on assessments you complete up front, I will personally suggest areas of focus based on where you are now and where you want your business to be.

Here's a little sample of what you could access:

  • Coachability Index
  • Rate Your Business Checklist
  • Self-Employed to Thriving Business Owner (audio)
  • Success Tracker
  • Target Market Assessment
  • Client Strengths Inventory
  • Communications Skills List
  • Holistic Goal Setting
  • Business Activity Audit
  • Life Full-fillment Assessment
  • One Page Business Plan Overview (video)
  • Create Your Business Vision (video)
  • LinkedIn Profile Template
  • Technology Inventory
  • Leaky Profits Assessment
  • And so much more!

3. Monthly Integrity Days

You'll pick an important project that can be completed in 2 to 4 hours.  We'll spend  a few minutes at the top of the hour talking about your project. 

Then we'll break away for 45 minutes as you work on tasks that will move you forward to complete the project. At the top of the hour we'll reconvene and do the same thing again, and again, and again.

If you have problems completing a task, I'll stay on the line a bit longer to chat with you.

4. Private Onboarding Coaching

I need to get to know about you, your needs, problems, challenges, and frustrations about running your business.  I also need to know your vision for the future.

I want to tell you what I see and give you steps to grow personally and/or professionally.

To do that, I'm gifting you with a 60-minute bonus private laser coaching session.

You have 5 days from the day you join the program to schedule your session.  You must complete and return 3 assessments and complete your Business Vision Statement before your Laser Coaching session.  This is so our talk will be more productive.

If these items are not received by me, completed, at least 2 days prior to our session, there will be no session.   I don't call this the "Act Now" Mastermind for nothing!  Hop to it!

Here's a Summary of What You Get (EGADS!)

  • 3 Live Act Now Mastermind Group Calls Each Month (60 min; $1200 value)
  • Coach Maria’s Critique Service (3 per month; $899 value)
  • Monthly Integrity Day ($xxx value)

A value of $xxxxx per month for an investment of only $597 per month!

Plus, the following:

  • Private Laser Onboarding Session ($xxx value)
  • 1:1 Strategic Plan Quarterly Updates (two total, 30 min each; $499 value)
  • Learning Materials, Templates, and Systems (priceless!)
  • A Mastermind Accountability Buddy (if you choose)

About Coach Maria, Your Mastermind Leader

I'd be surprised if you didn't want to know a bit about me.  After all, we're going to be working together.

  • Why I Do What I Do - My goal is to help business owners have more free time while working in a business they love.  I believe that parents should have as much time with their children as possible.  That's something I didn't have.  While my mom took care of our home and us children, my dad worked more than 12 hours a day for most of my childhood.  He missed many important events, we only had 2 or 3 vacations, and my memories are that he just wasn't around.  I don't want that to happen to other children.  For advisors who don't have children, I want them to give more of their time to their communities if they choose.  That's what I do.
  • Corporate Secrets - While my dad and grandfathers owned businesses, I learned the good, bad, and ugly about business on Wall Street in Corporate America.  I started as a clerk stapling trades together, and at age 21 I was promoted to a Retail Trader.  However, I made a very difficult decision to follow my passion and hoped the money would follow.  My passions were in organizational efficiency and marketing.  I became Bear Stearns' first internal consultant and was sent into various departments to "fix" what wasn't working and what was costing the firm a bundle.  Today, I use the best of best practices to help my clients grow their firms with a personal touch.
  • Computer Training - I did data entry (entering trades) on a computer in 1973 and hated it.  But by the late 1980s I was extremely computer literate, fixing friends' computers. I got online in 1994 and started teaching computer and web design classes in 1998, when I started my coaching business.
  • Mentoring - I mentored women and a few men on Wall Street who wanted to be traders or had a passion in other executive areas.  It was that work that started me on the course to being a coach.
  • Truth and Honesty Above Niceness - I believe in fairness. I'm a planner.  I don't like wasting my time or yours.  Tough love, kick-ass, and honest are all words my clients have used to describe me. That means you'll hear what I think.  You can take it or leave it.  Either way I'll continue to support you.  But if you want all warm and fuzzy, I'm not the right consultative-coach for you.
  • Action Leads to Results - I started the Act Now Mastermind because, like my clients, I want to help more people.  I could do that 1:1 but there are people who know they would benefit from private coaching with me but can't currently afford the investment.  By providing this group program I can help those people. I'm also sure that in the future, many of the members will be earning what they envision, and will be able to afford 1:1 coaching. When that happens, I hope they'll contact me.
reserve your spot

Grab this exclusive BONUS when you take action today!

  • Niche Rich Assessment

    I’m sure you’ve noticed that the old way of marketing is time consuming, expensive, and frustrating. The new way involves effectively targeting your niche and ideal clients. My FREE Niche Rich Assessment will help you begin identifying your natural niche. PLUS, you’ll get tips and tactics for nailing your niche, determining your ideal clients, and marketing to them easily.

    (Valued At $297)

Get Access Now

Frequently Asked Questions

  • Q.What's NOT Included (Transparency)

    A.NO unlimited email coaching.  Instead, there is email coaching once a week, sent to Maria on Friday before 5pm in your time zone.  You’ll be completing a Success Tracker — 7 questions which you’ll answer and Maria will comment on.  All other questions, requests for feedback, etc. is done via group coaching calls or our private forum.  If you’d like unlimited email coaching, the fee is $397 a month.


    NO Emergency Calls or Texts.  Your questions should be addressed during group coaching calls, in the private forum, or in your weekly Success Tracker (described above).  This service is only available to our private 1:1 clients.


    NO access to our complete programs.  We don’t provide access to our workbooks or exercise books except the Niche Rich Assessment.  However:

    a) If you’d like access to our Book MORE Ideal Clients program, for example, that additional investment will be $697.  If one of our other programs interests you, contact Maria for the stand-alone price.

    b) Access to our online business plan program is $200.  You can purchase the book online from your favorite bookstore and do the work in the book as part of a project.

  • Q.Am I locked in forever?

    A.The commitment for the Act Now Mastermind program is 6 months, which helps preserve the integrity of the group once we start.  We do not issue refunds, in full or prorated for a month.

  • Q.When are the live group coaching calls?

    A.We’ll meet the first three Wednesdays of the month for small group coaching calls. We’ll start on March 1, 2023 with a maximum of 6 attendees.

    Time: 12pm EST, 9am PST. Maria will create other times for GMT and IND advisors or business owners interested in attending but can’t attend during USA/CA times.

  • Q. Can I get help in between group coaching calls?

    A.Yes.  Just enter the private forum and ask for assistance.  Maria visits the forum at least once a day during the week.  You can also request a buddy to talk to between calls.  A buddy is another member of the group.

  • Q.What happens when I join?

    A.You’ll gain access to the Member Area where you’ll get instant access to the assessments you’ll need to send Maria ASAP for your private onboarding Laser Coaching session.  You’ll also get a link to Maria’s calendar to schedule this session.

  • Q.What if I have a question that wasn't answered here?

    A.You can contact Maria anytime to ask a question about the program here.  She’s happy to answer any of your questions.

  • Q.What Does the Program Cost?

    A.$597 set-up fee, plus $597 per month (a 6-month commitment).

  • Q.What is the Time Investment for This Program?

    A.Your time investment is typically 1 to 5 hours per week.  Individual levels may vary, as may your levels of success!


Start growing your business today!