Attention Financial Advisors & Professionals

"Are You Ready To Help 2X More Clients
While Taking 2 to 3 Months Off Each Year?"


Book MORE Clients is the Ultimate System for Easily Finding, Attracting & Retaining Clients You Love Working With and Who Value What You Offer!

Early Bird Ends



  • Monday, 15 August

Program Starts



  • Tuesday, 20 September

Most of the Obstacles to Growing Your Firm to the Next Level Can Be Traced to This ONE Thing

A big warm welcome to you, financial advisors and fellow business owners.  I’m glad you’re here!

Let me ask you a few quick questions…

  • Do you feel like the world’s best-kept secret and know you would help a LOT more people if only they knew you existed?
  • Do you know that your marketing efforts aren't working, but you don't know what to do next?
  • Do you want to take calls from prospects who already know why you're perfect for them, even before you talk to them?
  • Are you overwhelmed by the amount of work it takes to "hunt down" prospects... throwing so much of your time away?
  • Do you hear the clock ticking as the industry changes while other, less experienced, advisors move past you?

If you answered “YES!” to one or more of these questions, please keep reading.

Most of the advisors I speak with are missing one key component for exponential business growth, expanded productivity, and laser-like focus.  Would you like to know what that ONE THING is?  Here goes . . .

Most advisors fail to position their firm as THE OBVIOUS CHOICE FOR A SELECT GROUP OF CLIENTS . . .

Otherwise known as:  NICHINGIf you want to Book MORE Clients, you must position your firm to appeal to MORE ideal prospects who you serve in such a unique way that your firm becomes their only logical choice. Click To Tweet

And because I found during countless conversations that many advisors miss this KEY element for success, I created a comprehensive program to solve this problem once and for all.

The Niching Myth Most Advisors Believe

You see, most advisors don’t niche because they think their current clients will leave them or there won’t be enough new clients to take their place.  I’m here to tell you: that’s simply not true.

The truth is, when you target specific clients, your message is much more persuasive to the prospects who hear it.  The work and expense required to book a new client is significantly reduced (as many now come to YOU), you have more time for each client, and you make more money per client!  And this is all because you are serving a specific niche of clients.

The Book MORE Clients course takes you step-by-step through a proven formula filled with my proprietary exercises, templates, and out-of-the-box insights.  I provide the tools to make it simpler and easier for financial advisors to Book MORE Clients—and you won’t find them anywhere else!


The next course begins Tuesday, September 20, 2022. Participation is based on invitation only to ensure this program is a perfect fit for your goals.  It is risk-free to apply, with no obligation and no credit card needed.

Schedule a Book MORE Clients Exploratory Call

Get all the details on this comfortable and private "here's how it works" conversation.

Why Enroll in Book MORE Clients?


Book MORE Clients will remove most of the daily struggles of marketing your firm, position you as a leader, AND put the fun back into your days. It’s a safe environment for advisors ready to become highly sought-after specialists.

As a member of a small Book MORE Clients group, you’ll be given the same practical and PROVEN productivity and planning tools that my private clients use to grow their firms more easily.  The step-by-step, one-page documents you develop will strengthen your company’s infrastructure and bring firm-wide clarity, focus, and accountability.

A strengthened infrastructure creates order and gives you the freedom to play a bigger game, impact more lives, do what you enjoy doing, and have more time for family and friends. It also creates exceptional experiences for your clients and your team.

No travel or phone required. The course is interactive, and live sessions are held online, using an easy-to-learn communications system like Skype or Facetime. Enjoy taking this course from your computer in the comfort and privacy of your office or home.  You get the same program as private clients, with the same proprietary tools and substantial access to me, Coach Maria, at your choice of three attractive price points.

What You Will Gain from the Book MORE Clients Course

  • The hidden aspects of niching that will give you an edge—plus the tools that systematize them and make them easy to implement for your firm.
  • A proven process that makes your firm stand out from the crowd.
  • Time-saving and cost-effective tools that help you attract your ideal clients.
  • A tool to help choose the best clients for your firm.
  • A better return on investment from your marketing dollars.
  • Work that is more fulfilling and pleasurable.
  • A blueprint for strategically and painlessly attracting more profitable clients.
  • Profitably grow your business with clients you enjoy and who value your services.

Stop marketing before you know who you’re talking to.

Every day, thousands of firms all over the world throw away their budgets on "Spaghetti Marketing," hoping something—anything—they’ve put out there "sticks” to a prospect. The Book MORE Clients course shows you how to use niche marketing to make prospects come to you.

Niche Rich Now

Real success stories from real people!

Step By Step, You Will Book MORE Clients Faster!

The Book MORE Clients system consists of 3 Key Phases and 8 Total Steps

This course is organized to logically and successfully make your business the obvious choice of your most desirable clients. Each step builds on the previous.  Miss just one step or complete them out of sequence and your goals will elude you.

Follow the proven roadmap and use all the resources provided to you at each step, and you cannot help but succeed!

The Three Phases of the Book MORE Clients Course


    The Master Your Mindset Phase is conducted over 6 weeks. To get you started, this phase includes Step 1: Envision Your Vision, Step 2: Define Your Niche, and Step 3: Identify Ideal Clients. First, you’ll organize your vision and set a strong foundation for your business structure and marketing strategy. We'll completely debunk any myths you still believe about niching your business. This means you'll be changing the way you look at and run your business. CEG Worldwide's research shows that 70% of advisors earning $1M or more annually focus on a particular niche. These steps guide you to define the clients you prefer to serve and attract to your business. You’ll define them for yourself and for your team if you have one.

  • Step 1: Envision Your Vision

    Every successful business starts with a founder and a vision. But the vision gets lost in the daily routine. Most business owners think they know what goes into a Business Vision Statement, but they really don’t!  During this illuminating process, you will:

    – Simplify, balance, and prioritize your business and life
    – Find (or renew) your focus, direction, and purpose
    – Ignite your motivation so you can achieve your goals

    This important first step gives you a solid foundation.  “Having a clear vision, especially during difficult times, will set your business–and your leadership–apart.” – Mike Lipton

  • Step 2: Define Your Niche

    Stand out and win more clients! When you’re the go-to expert in your niche, you become the obvious choice for more ideal prospects, more quickly. Get ready to discover:

    – Why doing less WILL bring you more—more clients and more success!
    – The 5 myths that stop advisors from niching rich
    – Niching mistakes to avoid
    – The 4 niches you never want to choose
    – How to increase your focus, productivity, and profits with niching
    – The 5 easy steps for choosing a niche that makes your firm stand out
    – Templates to make selecting and implementing a niche easier

    This step reduces overwhelm. You will breathe easier about your business once you’ve selected your niche (and/or refined it) during these sessions.

  • Step 3: Identify Ideal Clients

    Imagine smiling every time you check your appointment book because it’s filled with promising prospects and established clients you adore. This is a result of creating an ideal client profile! When completing this module, you will:

    – Zero in on your current client base with the Niche-Rich Assessment
    – Laugh and learn from the “Client from Hell” exercise, a favorite among my clients!
    – Attract better clients to your firm—faster—using 8 strategic steps
    – Never have high-maintenance, low-return clients ever again!
    – Templates to make creating an ideal client profile easier

    This step helps you develop specific information about your ideal clients and their marketing preferences. As a result, your workday and marketing efforts will become more effective.


    The Manage Your Plan Phase is conducted over 4 weeks. It includes Step 4: Segment Clients and Step 5: Design Go/No-Go. This phase applies your work in Phase One to your business structure and customer service policies so that all your operations match your vision. During this phase, you will use tools to embed your vision into the simplest of daily activities. You quickly begin to see how the Book MORE Clients system helps you build your dream business!

  • Step 4: Segment Clients

    Help as many people as possible, while earning a great living, through the value clients bring to your firm. Value should not depend on AUM or revenue alone. In this module, you will discover:

    – How to eliminate most of your free services, while INCREASING client satisfaction
    – The secret to receiving highly qualified referrals—without asking for them!
    – Why segmenting your clients adds a sense of fulfillment to every work day
    – How to create your own Client Segmentation Matrix with an easy-to-use template

    This step helps you fill your business with highly-qualified clients, who require an appropriate balance of time and resources from you and your staff. 


Schedule a Free Book MORE Clients Exploratory CallNo Credit Card Needed!

Get all the details on this comfortable and private "here's how it works" conversation.

  • Step 5: Design Go/No-Go

    Focus on the best and most profitable clients for your firm when you create a Go/No-Go Decision Matrix. Our work in this session will show you:

    – How to know—before the first meeting is over—whether a prospect is a good fit
    – How to avoid energy-draining clients!
    – The 2 factors you must include in your firm’s Matrix

    This step provides a template that makes it easy for your entire team to decide if a prospect is an Ideal Client for your firm or if the prospect should be referred out.


    The Market for Profit Phase is conducted over 6 weeks and concludes the program. It includes Step 6: Target Your Marketing, Step 7: Plan Client Touches, and Step 8: Monitor & Review. In this phase, you’ll discover the best ways to onboard and market to your specific ideal clients. I'll walk you through new ways to market and my recommended resources as time allows. You'll get to see how much time and money you can save by targeting your ideal client, not to mention the increased quantity of prospects you attract and the higher quality of the new clients you book!

  • Step 6: Target Your Marketing

    Put an end to costly “Spaghetti Marketing” and position your firm as the obvious choice. You can waste a lot of time and money… or join us for this session, where you will discover:

    – The #1 marketing mistake even savvy advisors make
    – How to draw ideal clients to you like a magnet—never chase clients again!
    – The one key to producing non-salesy marketing
    – 11 forehead-smacking places (you’ve never thought to look) to find your ideal clients!
    – The 5 best ways to market your firm that skyrockets your book of business

    These sessions help you determine the 5 best ways to market your business that will lead to the most significant results.

  • Step 7: Plan Client Touches

    When was the last time your clients heard from you? Relying on random communication will not build strong relationships and client longevity. This module will show you how to:

    – Create a reliable and efficient process that makes all your clients feel special
    – Manage client expectations
    – Delegate relationship-building tasks, allowing you to focus on high-value clients

    This step helps you create appropriate and specific touches (phone calls, cards, gifts, etc.) for each level of clientele you defined in the Client Segmentation Matrix.

  • Step 8: Monitor & Review

    Since you’re conducting business in the real world, not a vacuum, you need to evaluate your efforts and results periodically.  After completing this module, you’ll know:

    – How often you need to review your systems and processes
    – The most important numbers to watch
    – How to significantly shorten the drudgery of yearly planning!

    In this step, you’ll tweak your niche, ideal client profile, and target marketing to yield the greatest efficiencies and profits for your firm.


Apply For FreeNo Credit Card Needed!

What Makes The Book MORE Clients Method So Effective...
And So Different From Other Marketing Approaches?

The Book MORE Clients course starts working in a month because of it's unique and comprehensive structure. You get tactics, tools, and lots of accountability.  Receive both individual support and group accountability.  I'll help you get to the next level and will keep you on track, so you'll be confident your weekly actions are getting you closer to your vision and ideal income.

Training, Support & Accountability

Proprietary Tools

  • 16 Live Group Training Sessions (Silver/Gold Plans)
  • 16 Live Weekly Q&A Calls (Sliver/Gold Plans)
  • Access to 7 Training Step Materials, Including Templates, Scripts, and Exercises, for Everything You Need to Develop Your Firm's Niche System
  • Personalized Content Reviews of What You're working on Weekly (Silver/Gold Plans)
  • Access to Our Private Password Protected Community for Peer Support (Silver/Gold Plans)
  • Welcome Kit, Customized
  • Choose to Buddy with Another Member for Even More Accountability! (Silver/Gold Plans)
  • 16 Weekly Success Tracker Accountability Emails (Silver/Gold Plans)
  • Private Members' Portal, Where All Live Training and Q&A Calls Are Uploaded for 24/7 Access
  • Private MONTHLY 60-minute Sessions (Silver/Gold Plans)
  • Marketing Collateral Review (Silver/Gold Plans)
  • Unlimited Email Coaching (Silver/Gold Plans)
  • Private Urgent Calls (Gold Plan)
  • Full Email Access to Maria for personalized help (Gold Plan)
  • Business/Marketing Plan in a Weekend and Online Tracking for 1 Year (Gold Plan)
  • Website Review & WordPress Site or Blog Upload (Gold Plan)
  • 5 Niching Myths: Know which beliefs stop advisors from niching rich.
  • Niche Rich Assessment: An easy set of questions that scores how close you are to having a defined niche.
  • Niche Rich Exercises: Find your niching “sweet spot” by choosing a niche based on the intersection of the 5 Ps (passion, population, products/services, problem, profit).
  • Client from Hell Exercise: Knowing who you DON'T want to work with is as important as knowing who you DO want to work with. This exercise helps you discover both.
  • Ideal Client Visualization Exercise: Imagine your perfect assignment with your ideal client from beginning to end. No paper or pen necessary.
  • “My Ideal Client Says” Exercise: People come to service providers out of pain and lack, not out of happiness. This exercise is about capturing your client’s pains and problems to use in your marketing efforts.
  • Describe your Ideal Clients: Here’s where we get specific about demographics, psychographics, geographics, technographics, and marketing preferences.
  • Ideal Client Interview: People love helping other people, so find a few ideal clients and interview them. Choose from 5 cultivated questions or create your own.
  • Client Segmentation Matrix: A proprietary tool created to help you (and your team) define client segments.
  • Client Touches: Systematize your client touches during the year, and ALL your clients will feel special.
  • Go/No-Go Matrix: A proprietary cheat sheet with weighted criteria, so decisions about which clients to serve can be made objectively by your entire team.
  • Target Marketing Assessment: Discover if you’re marketing to the right clients.
  • In a group training, each member chooses the 5 best ways to market, saving you time and money.
  • Monitoring: Tweak your blueprint to yield the greatest efficiency and profits for your firm.


yes let me in

Maria, I want a free 1:1 session with you.

More real success stories from real people!

Your help in teaching us when to “throw the fish back” and walk away from inappropriate prospects and business has saved us far more than we invested in your course.  Read more about what Mike said here.

Mike Klasco, Audio Engineer & Nora Wong, COO, Menlo Scientific, Richmond, CA

Many of the questions on your exhaustive list of ideal client questions weren’t part of my thought process, and answering them opened my eyes to new possibilities. I came away with a specific, factual description that helps me recognize my ideal clients after 30 seconds of a conversation, so I can easily avoid spending time with people who AREN’T my ideal and move on to those who are!

Mary Stursa, Business Manager, Stursa & Associates, Seattle, WA,

About Coach Maria

Maria Marsala, founder of Elevating Your Business, is a management consultant and life coach, speaker, author, and former Wall Street executive.  Maria's clients seek her out to shorten the learning curve for creating long-term, scalable growth.  They count on her customized strategies, objective expertise, innovative ideas, unique tools, and an elevated level of support as they improve their productivity and profit.

Maria's expertise includes change management and systems development in 5 areas of business development: management (operations/admin), leadership skills, life coaching, client services, marketing/networking, and human capital/team growth.

Maria is passionate about helping experienced Advisor-CEOs focus on what matters to them—developing sensible, client- and team-centered processes that can double their firms’ growth in 1 to 3 years and allow them to make a bigger difference in the world.

A Free Look at the Book MORE Clients Program & Material

Download the "31 Clues for Uncovering Your Natural Niche"


In this Niche-Riche Assessment, you'll discover:

    • Areas in your business that can help uncover your hidden niche of ideal clients!
    • What you can do to start identifying your most profitable niche NOW!
Download Now


Act Now! The Next Year Can Be Your Best Year Ever!

Maria, I Want to Talk!

You will not pay a cent for the course until we talk.  I want to make sure this is the best program
for your goals.  Schedule a chat with me—risk free with no obligation!

Does This Sound Like You?

  • Are you unclear about exactly who you should be working with to maximize your success, the success of your clients, your team, and firm?  (Niching will help you get back on track).
  • Are you lacking the time you need for marketing (admin, HR, technology, etc.) and want to automate as much as possible, so you can do what you love during your work day?  (Using my proprietary tools will help you create systems that make your business run like a well-oiled machine.)
  • Have you tried free strategies, updated your website, and shot videos, but you’re stuck earning the same amount of money year after year?  (You're spaghetti marketing!  You should be target marketing, which identifies with whom you work best.  You'll determine the 5 best ways to reach your ideals clients during this course.)

Book MORE Clients is a stand-alone consultative-coaching program for advisors and business owners. You’ll discover powerful and practical, yet simple, principles of growing your niched firm to the next level — on your terms.  You'll spend more time serving your clients you love working with and onboarding ideal prospects!

This Course Is NOT for Everyone

While Book MORE Clients delivers rock-solid business knowledge and support, it’s NOT right for everyone. Like all my programs, you must be willing to change your mindset about niching and get rid of any excuses you’ve been making for yourself and others.

Book MORE Clients is NOT a sit back, listen, and observe type of program. You’ll get hands-on experience, refining your approach to business, unlocking untapped opportunities, and optimizing the way you market your business.

  • This is a course with a high level of accountability.  Depending on the plan you choose, you’ll stay accountable through email, our private forum, with your peers, and during each session.
  • Each week, you’ll roll up your sleeves and work on a core business principle crucial to the growth of your firm.  During sessions, you’ll discuss what you wrote and get feedback from the group. You’ll take what you created on your own to a much higher level.
  • You’ll immediately apply the practical wisdom, new skills, tools, and systems to optimize your people, processes, and profit.

And the day will come when you realize you can “breathe easier” as you thoroughly enjoy your work and your time off again. Those are the words my clients use when they realize the daily emergencies are gone. The days their staff stopped communicating with each other… gone. Now, they’re enjoying their practices more, they have more time to advise clients, and they’re spending more time with their family and friends — and finding alone time, too!


That Said, There Is an Alternative If You Needed Help "Yesterday"

If your firm needs a stronger infrastructure “yesterday,” let’s find a solution that fits your needs perfectly. Other consultative-coaching programs can be set up as day-long group sessions, privately by the day, weekend, or year, and delivered at your firm or retreat. To discuss your immediate needs, schedule a complimentary call with me now.

Choose the Right Plan to Help You & Your Firm Soar!

Bronze Plan: It's the Book MORE Clients program as described below, with video training, exercises, assessments, accountability, etc. Complete the program in 4 months. There are 32 live training calls with your peers, and you’ll get a buddy to bounce things off of during the week. You’ll have access to an online private bulletin board to ask questions during the week, post your work, and get feedback from me and your peers. You may also email me directly, with limits. You get two private coaching calls with me: one at the beginning of the program and one before you receive your Certificate of Completion.

Silver Plan: You get everything in the Bronze Plan, PLUS receive one 1:1 private coaching call per month. You’ll be able to send me unlimited emails each month for the duration of the program to answer questions or critique your work. Plus, I'll review your website (in writing or via video) as it relates to your niche and marketing.

Gold Plan: Includes everything in the Silver Plan and 2 extra (3 total) 1:1 private coaching calls per month. I’ll review all the marketing materials you send me, as it relates to content and images, and give you a written report on my thoughts. We'll top off the program with the completion of your firm's Business and Marketing Plan on a single page created together in just 2 ½ days.

Schedule Your Session with Coach Maria Now!


No obligation.  No credit card needed.

Welcome Kit, Customized Materials, Mailed ($100 value)
Access to Training Materials for 8 Steps, Including Templates, Scripts, and Exercises, for Everything You Need to Develop Your Firm's Niche System ($1000 value)
Portal with Recorded Trainings Forever (Priceless)
Personalized Content Reviews of What You're Working On ($1,600 value)
Access to Our Private Password Protected Community for Peer & Maria Support (Priceless)
1 Private 60-Minute Intro Session ($500 value)
16 Live Group Training Sessions Recorded for 24/7 Access (Priceless)
16 Live Weekly Q&A Calls Recorded for 24/7 Access (Priceless)
1 Private MONTHLY 60-minute Session ($500 value)
3 Private MONTHLY 60-minute Sessions ($1,500 value)
16 Weekly Success Tracker Accountability Emails ($1,600 value)
Choose to Buddy with Another Member for Even More Accountability (Value: Priceless!)
Website Review ($397-$597 value)
Review of Marketing Collateral ($397-$597 value)
Business/Marketing Plan in a Weekend ($3,000 value)


$697 Per Month / 4 Months

SAVE: $2500 Payment in full

  • Welcome Kit, Customized Materials, Mailed ($100 value)
  • Access to Training Materials for 8 Steps, Including Templates, Scripts, and Exercises, for Everything You Need to Develop Your Firm's Niche System ($1000 value)
  • Portal with Recorded Trainings Forever (Priceless)
  • Personalized Content Reviews of What You're Working On ($1,600 value)
  • Access to Our Private Password Protected Community for Peer & Maria Support (Priceless)
  • 1 Private 60-Minute Intro Session ($500 value)
  • 16 Live Group Training Sessions Recorded for 24/7 Access (Priceless)
  • 16 Live Weekly Q&A Calls Recorded for 24/7 Access (Priceless)
  • 1 Private MONTHLY 60-minute Session ($500 value)
  • 3 Private MONTHLY 60-minute Sessions ($1,500 value)
  • 16 Weekly Success Tracker Accountability Emails ($1,600 value)
  • Choose to Buddy with Another Member for Even More Accountability (Value: Priceless!)
  • Website Review ($397-$597 value)
  • Review of Marketing Collateral ($397-$597 value)
  • Business/Marketing Plan in a Weekend ($3,000 value)


$1997 Per month / 4 months

SAVE: $7000 Payment in full

Group & 1:1 Coaching
  • Welcome Kit, Customized Materials, Mailed ($100 value)
  • Access to Training Materials for 8 Steps, Including Templates, Scripts, and Exercises, for Everything You Need to Develop Your Firm's Niche System ($1000 value)
  • Portal with Recorded Trainings Forever (Priceless)
  • Personalized Content Reviews of What You're Working On ($1,600 value)
  • Access to Our Private Password Protected Community for Peer & Maria Support (Priceless)
  • 1 Private 60-Minute Intro Session ($500 value)
  • 16 Live Group Training Sessions Recorded for 24/7 Access (Priceless)
  • 16 Live Weekly Q&A Calls Recorded for 24/7 Access (Priceless)
  • 1 Private MONTHLY 60-minute Session ($500 value)
  • 3 Private MONTHLY 60-minute Sessions ($1,500 value)
  • 16 Weekly Success Tracker Accountability Emails ($1,600 value)
  • Choose to Buddy with Another Member for Even More Accountability (Value: Priceless!)
  • Website Review ($397-$597 value)
  • Review of Marketing Collateral ($397-$597 value)
  • Business/Marketing Plan in a Weekend ($3,000 value)

Early Bird Special - Enroll by August 15, 2022


(VALUE: $500!)

Working with me for 60 minutes gives you the insights and resources you'd get after an entire afternoon with other business advisors.  I'll answer your most pressing questions, help you overcome a daunting obstacle, or brainstorm with you on how to reach your next goal.

PLUS, I'll tape the call for you and get it transcribed so that you won't miss anything we talk about.

When you enroll in the Book MORE Clients course, you'll get to pick my brain of it's expertise for FREE if you are "all in" by Early Bird deadline, August 15, 2022.

Apply for Early Bird Special

2022 Schedule

Tuesday Trainings: Each training session will be 1 hour, and I'll stay afterwards for any additional questions.

DATES: September 20, 27   -   October 4, 14, 18, 25   -   November 1, 8, 15, 22, 29   -   December 6, 13, 20     - January 3, 10

Friday Q & A: I'll stay on the call for questions, critiquing, etc.

DATES: September 16, 23, 30   -   October 7, 14, 21, 28   -   November 4, 11, 18   -   December 2, 9, 16   -    January 6, 13, 20


7:30am PST / 8:30am MST / 9:30am CST / 10:30am EST

2:30pm (next day) GMT

10:00pm IST

My Offer To You . . . Unparalleled Value

During this course, you will have phone access to me for 32 hours, consisting of 16 training sessions + 16 Q & A sessions.

Add the assessments, templates, videos, replays, email/forum coaching, and bonuses—and the value for this course is way over $15,000.  Some business coaches charge that much for one 1:1 VIP session!

But I’m not asking you to pay $15,000. You’ll be downloading the resources online and studying at home.

You'll be working with a group of peers at a fraction of what I charge for 1:1 coaching, yet you're getting the same tools and resources, so you'll be ready to accelerate the growth of your business—the right way—within the first month.  PLUS, you'll have the tools to use at your yearly planning meeting AND you'll watch your time and earnings grow as you incorporate niching into your business.

The price for the Silver level of Book MORE Clients (the most popular level) is only a one-time payment of $3500.  The value of this course is almost 5 times more than the price you pay one time.  After all, discovering to attract more ideal clients is a skill you'll use your entire life!

If this course is “just what the business doctor ordered,” I want you to say a resounding “YES!” and apply to become a member of the next program.  We'll talk first to make sure you select the most appropriate level for your needs.  Apply now.  I'm looking forward to speaking with you about growing your business like never before!


100% Satisfaction - Guaranteed!

I am 100% confident you will be completely satisfied with your purchase. Here’s my guarantee:

First, if you’re disappointed for any reason, simply call or send me an email after your 4th session ends, and I will drop you from the course and issue a prorated refund.

Second, if you attend all the sessions and complete the homework, I guarantee you’ll: 1) know who your ideal clients are, 2) have a system your team can use to choose them, and 3) know exactly how to BEST market to them.

Lastly, at the conclusion of the course, you'll earn a Certificate of Completion (and possibly CE credits).  Best of all, you’ll have the tools and know-how to repeat the process on your own every year. Our graduates’ yearly planning “week” takes less than 5 hours.


Grab these exclusive BONUSES when you take action today!

February 19, 2023

From: Maria Marsala - Brooklyn, NY

Subject: A Note from Coach Maria

Discover what other business owners have incorporated into their business . . .

Your highest-paying clients shouldn't have to foot the bill for your lowest-paying clients.  It's just not right or fair.  Your lowest-paying clients often need 2 to 3 times more help and hand-holding than your best clients.  The systems within my Book MORE Clients course elegantly address this problem with a three-tier solution.

You’ll find more clients, money, and freedom by: focusing on a niche and ideal clients, creating systems for vetting prospects and segmenting clients, and targeting your marketing.  If you design this framework for your business and get your team on board, you’ll have more time for the things that matter to you personally and professionally.

The Book MORE Clients program is comprised of my proprietary productivity tools.  These systems guide new client acquisition, customer service/loyalty, marketing, planning, brainstorming, networking, pricing, hiring, HR, and much more. An efficient and effective back-end, running like a well-oiled machine, allows you more time to do what you love — you know, what you actually went into business to do!

Book MORE Clients is waiting for you. Don’t miss this incredible opportunity to have the business and life you have always wanted. Join us and see for yourself!

Upwards and onwards,

Maria's Logo

Financial Advisors’ Business Coach, Speaker, Author and former Wall Street Executive

P.S.: If you’re ready to attract more and better clients, work less, and reach your income goals, join the next exclusive Book MORE Clients program . . . apply today!


Here are answers to some frequently asked questions:

It’s for established financial advisors and professionals who desire to scale their business, achieve greater levels of visibility, and create outstanding results for their clients.
1) The page you're reading contains information on a group course where you get the tools and support you need to create your niche, incorporate it into your onboarding process, and determine the best ways to market to your ideal clients. 2) I offer my 1:1 clients the opportunity to do this course at their own pace. 3) I speak on this topic internationally. Talks can be anywhere from 30 minutes to conducting a 2-day retreat/interactive event.
PLEASE NOTE: I will NOT accept your money for this program until: 1) You fill in the online application (no payment necessary). 2) I talk to you for about an hour to determine if the program is a good fit, you value the investment you’ll be making, and you have the funds to pay for it. Only then will you pay for the program.
The program starts on September 20, 2022 for 16 weeks. Before that date, you and I will speak privately. I will answer your questions, talk further about your business, and to make sure it's the right program for you.
Let’s compare it to the cost of not acting on this offer. A year from now, do you want to be in the same place you’re in today? If you answered NO, then give your business vision a chance to become a reality. To assure this program is right for you, complete my application, and we’ll talk. Truly, I don’t want anyone in this program that is not ready and committed to growing their business. Before you pay, you can decide if this is the best program for your business growth right now. Now, let’s look at your investment in the program from a money standpoint. The value of this 4-month program is more than $15,000. The Book MORE Clients course is being offered for as little as $697 per month (the Bronze plan). If you choose the Silver plan for $997 per month (most popular), you’ll be able to schedule one 1:1 consultation with me each month and have unlimited email access to me. The Gold plan at $1997 per month offers the most benefits, and ends with the completion of your business and marketing plan on one page, which we'll complete together in 2 1/2 days.
Members may elect to continue coaching 1:1 as a group for an additional fee. A group of graduates can work on their marketing efforts, admin, systems, etc., within a Mastermind Group facilitated by me, with an added training session on odd-number months. Additionally, any member of the group may join the Business & Marketing Plan program to complete their vision, mission, objectives, strategies, and action plans. That program description is forthcoming and will be set up similarly to this one, i.e., have Bronze, Silver, and Gold plans for participants.
Audios, videos, and materials will be kept online for as long as my business is online. When updates are available, they will be uploaded for you to view, too.
If you are not satisfied after attending the 4th training session, and you have paid for the course in full, you may call or email me to withdraw from the course and I will refund you a prorated amount. What I can confidently guarantee is that I make your success my #1 priority. I will make exceptions in cases of medical emergencies (with a doctor’s note) and extreme financial hardships such as floods, fires, etc.
Michael didn’t think this program was for him. It was his COO who paid for this program and my business plan program. He was grossing nearly $500K a year.  He and his COO did two things.  They created their business and marketing plan on one page and created a niche. His firm has grown, and upon last check, it is earning more than $1 million a year. If you do not have a niche, ideal client profile, or a targeted marketing plan, this program will help you grow your business. The amount of money you make only affects who I match you up with as an accountability buddy, what marketing strategies you choose, and what other people you plan to hire internally. I’ll do my best to give you a buddy who is making an income near yours.
Yes, and here’s why. Planning for the growth of your business is the same no matter where your business is located. I've taught parts of this program in India and Canada, too! You know the rules and regulations of your country, you know how to invest, you know how to plan, etc. I work with you on the art of business — the infrastructure of your firm. That’s why this program and all my coaching programs work for advisors and planners who live anywhere in the world. I’ve had attendees from other countries get up at 3am to attend such events!
Yes, and here’s why. Planning for the growth of your business is the same no matter what type of service business you own. Before my niche went back to my financial roots, I worked with "service business owners." And some of the materials I still use come from what I taught then. You know the rules and regulations of your industry. I work with you on the art of business — the infrastructure of your firm. That’s why this program and all my coaching programs work for owners of any service business, anywhere in the world. All participants help each other with feedback. So yes, apply and let's talk.
As you create your niche, segment your audience and book more clients, it's possible that you'll need thing you already know about. Such as more current technology, a web designer, a company logo, graphics to use in your marketing, to hire employees if it's in your plans, etc. Whatever you need, ask me for my vetted outsourcers or other resources. OTHER COSTS: There may be long-distance phone costs to your buddy or the program, depending on the features of your phone plan. If you don’t have a speaker or microphone on your computer, you may need to purchase one.
You’ll have “happy homework” to do between the calls. Each Friday, you’ll submit a 7-question Success Tracker to me before you leave work. Based on the plan you've chosen, you can email me with your questions as well as the work you're doing for critiquing with your weekly Success Tracker. You can also post questions on the bulletin board created for this purpose and get feedback from me and other members.
This course requires approximately 2-5 hours of work per week, depending on the exercises you're doing that week. Make the time and get this foundational work done. Your business will thank you.
Of course! You are going to receive access to me via email and emergency calls, based on the plan you choose. Additionally, you'll have access to exercises, email explanations, and audio and webinar trainings. There should never be a moment where you feel stuck or lost. Just contact me using the email I give you.
I, Coach Maria, am the only coach and consultant conducting this program. I may invite clients or marketing experts to the program to talk with you.
Your results using this program may vary and are not guaranteed. Your results will be determined by many variables, such as your level of effort, business acumen, personal qualities, knowledge, skills, and a host of other factors. Since these factors differ for each individual, I cannot guarantee your success, results, or income level, nor am I responsible for your success or failure.
1. Pay in U.S. funds, using PayPal (accepts most credit cards) or Stripe (U.S. and international payments accepted). 2. You can also pay by echeck and credit card through PayPal without the need to register for a PayPal account. 3. We accept U.S. checks made out to Elevating Your Business. 4. If you need to pay another way, call or email, and I’ll work with you.
If you do not have a PayPal account but own a credit card, you can still use PayPal checkout. Instead of logging into PayPal, follow the “don’t have PayPal account” link when you get directed to the PayPal page. This will lead you to the PayPal credit card checkout service.
If I’ve missed your question, let's talk. Contact me using the form on this page.


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IMPORTANT: Earnings and Legal Disclaimers

I DO NOT believe in get-rich-quick programs. I believe in hard work, adding value, and serving others.  And that's what my programs are designed to help you do.  As stated by law, I cannot and do not make any guarantees about your ability to get results or earn any money with my ideas, strategies, information, or programs.

The average person who buys any “how to” information gets little to no results. I reference this fact for example purposes only. Your results will vary and depend on many factors…including but not limited to your background, experience, availability to do the work, and work ethic. All business entails risk, as well as massive and consistent effort and action. If you're not willing to accept that, please DO NOT register for this training program.

Your results in life are up to you and based on the decisions you make and the work you do.  I'm here to help by giving you my best strategies and a gentle kick in the rear, to move you forward faster.

Nothing on this page or any of my websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual, or as a promise of potential earnings - all numbers are illustrative only. If you have questions, email me HERE.

Thanks for stopping by. Until next time, remember: Systems can change your life and business.