An Online Business Retreat for Financial Advisors & Other Service Business Owners

Virtual One-Day Strategic Planning Retreat with Coach Maria Marsala

One Day. One Page. A Blueprint for Success in 2022!

Build a $1M+ Business, Serve More Ideal Clients & Love Your Business Again!

Grow your IDEAL business like TOP ADVISORS do . . .  with a PROVEN planning system!

When: December 10, 2021 (a Friday)

Where:  Via / virtually, online or by phone

Time:  8:00 am - 5:30 pm EST

Who: Specially designed for up to 15 advisors and business owners who want to immediately implement a plan to take their business to the next level in 2022 and lead a higher-quality life.

Only 15 seats available. Enroll now to get a 20% early bird discount. Price goes up after 11:59 pm EST on 11/24/21.  Regular price on 11/25/21.

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Can you answer “yes” to any of these questions?

  • Do you spend too much time fighting fires and precious little time moving your business forward?
  • Do you need to book MORE ideal clients, but aren’t sure which marketing strategies will help?
  • Are you feeling alone at the top and think it’s time to get help?
  • Is it time to acquire better clients in a different niche or market?
  • Are you ready to kick-start your business to the next level of success?

In ONE DAY, Coach Maria will help you develop a roadmap to greater success with LASER FOCUS and FASTER RESULTS than you ever thought possible. Increase your profits, productivity, and peace of mind!  Plus, have MORE FREE TIME to do the things you love to do.

    Name Mike Klasco and Nora Wang Consultant & COO, Menlo Scientific, Richmond, CA
    Maria made the planning process so easy and straightforward. I have NEVER marketed before, but Maria and my business plan gave me STRUCTURED GUIDANCE. Maria showed me how to create a one-year vision, a five- to ten-year vision, then an exit vision for eventually leaving my company. I have a better idea for what I need to do to grow, to decide when I want to retire, and evaluate whether I’m building my business, so that I can sell it or turn it over to somebody else to run–important things I had never really thought about.
    Read story

☛ Reserve your seat now!

Act now to get a 20% early bird discount - no promo code required - price goes up on Nov 25, 2021

Save the date: December 10, 2021.  Only 15 seats available.

Sign Up & Save 20%

In one day, create a strategic business plan powerful enough to turbo-charge your business, yet flexible enough to switch gears when you have to—and it fits on ONE sheet of paper!

If you are ready to uplevel your business with a FOCUSED GROWTH PLAN and TARGETED MARKETING PRIORITIES, join this one-day exclusive retreat with Coach Maria.  Seating is limited.  At this retreat, you will:

  • Align your firm’s vision by creating an easy-to-use plan that integrates your vision, mission, objectives, strategies, and action plans.
  • Reduce overwhelm by discovering 9 key initiatives that give you the edge you need for more success.
  • Brainstorm with your peers and discover new strategies to move quickly from concept to reality.
  • Participate in a hands-on workshop where your questions will be answered by a strategic planning advisor.
  • Learn how to adjust your strategic plan to changing conditions and take advantage of new opportunities worth your time and effort.
  • Walk away with a solid draft of your strategic plan—printed and ready to use immediately.

At the end of the retreat, you will have all the tools you need to make 2022 your best year ever. 

You'll have a proven blueprint to follow for growing your firm with consistency, focus, and action.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on November 25, 2021

Save the date: December 10, 2021. Only 15 seats available.

Sign Up Now & Save 20%

How is this workshop different?

LOTS of personal attention from a GLOBAL BUSINESS CONSULTANT & COACH from start to implementation and beyond:

  1. Get Going A.S.A.P.: As soon as you join, you will gain access to an online business planning system that includes instructions on how to create your business and marketing plan's first draft. A first draft is usually based on what's in your head or what you've been doing. I'll review and send clarifying questions based on what you've written and the assessments you've completed. This way, your first draft will be in decent shape before you take my INDIVIDUALIZED, LIVE training.

  2. Clarification Assessments: I'll send you 3 assessments to complete and return to me before the event: Goals, Business Overview, and Life Full-Fillment. This way, I can help you customize your plan so that you can reach YOUR goals. If I see your plan going "off track," I'll let you know and you can decide if you want to take a different direction or not.

  3. Individual Attention: I purposely keep the workshop small, so that I can answer all your questions during the specific training sections. Your questions will certainly help the other participants. AND, during the day, you can email me for clarification or critiquing. PLUS, during breaks, you can call me.

  4. Implementation: The goal of this workshop is to help you become a better business leader, building a $1M+ business, and creating a planning process you can use (and update) year after year. I will include additional assessments and monitoring spreadsheets to help you put your plan into consistent use for the next 12 months.

  5. Critiquing After The Event: Within 7 days after the end of the program, I'll help you hone your plan via video for an additional 60 minutes.

Here’s a summary of what makes this workshop different from other planning workshops you've attended.

  • Delivered in small groups of no more than 15 advisors--guarantees that you will receive my personal attention throughout the day and that your questions will get answered.
  • Access to a special app that helps you put your current thoughts about your vision, goals, and strategies online where I can review them before the workshop.
  • Two private working sessions with me included.
  • I've been an experienced consultant for the One Page Business Plan(R) program since 2003.
  • All your questions get answered and your plan critiqued by me.

If you are ready to uplevel your business and marketing skills, join this one-day exclusive retreat.  Seating is limited to 15 advisors and business owners.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on November 25, 2021

Save the date: December 10, 2021. Only 15 seats available.

Save 20% Now

Is This Workshop for You?

YES - This workshop is definitely for you if...

  • You are an advisor with a few years under your belt and are ready to turbo-charge your business more easily in 2022.
  • You have reached a plateau or you feel stuck because you’ve strayed away from business basics for way too long.
  • You want to set priorities for your firm while enjoying the fruits of your work.
  • You want to create systems at your firm that your staff can easily use.
  • You want to be the CEO of your firm and run your business with more ease.
  • You want to grow your business proactively and steadily, to achieve the vision of what you are trying to build.
  • You want more free time to spend any way you please, while your firm grows without you having to be there all the time.
  • You realize that financial advisors have become a commodity and want to distinguish yourself authentically from other advisors.
  • You are willing to be coachable because you want personal feedback from a top strategic business coach.

NO - This workshop is NOT for you if...

  • You care only about the size of your paycheck.
  • You like learning but not implementing.
  • You sell advice to your clients but won’t invest in it yourself.
  • You are looking for a quick fix.
  • You're afraid of robo-advisors because you consider them your competition.
  • You think you can grow your business all on your own, without strategic planning or target marketing help.
  • You don’t see the value in planning for the growth of your business.
  • You think basic business foundation tools and systems are not necessary to grow a business.

Maria's cogent, incisive advice during the Planning for More Profit workshop was well-grounded and clearly delivered, allowing participants to actively use the content as a true catalyst of positive change.”

Kenneth F. Peshkin, J.D., Financial Service Representative Grand Central Financial Group, an Office of MetLife, New York, NY

Attending your one day planning program, along with the many insights and business therapy you provided, helped me see the forest through the trees. Thank you for the really great thought provoking day.”

Ahmad Mohazab, Principal Architect TECTA Associates Architects, San Francisco CA

A Quick Overview of the Retreat (in EST)

08:45 am-10:15 am

10:15 am-10:30 am

10:30 am-11:30 am

11:30 am-12:30 pm

12:30 pm-01:30 pm

01:30 pm-04:00 pm

04:00 pm-04:15 pm

04:15 pm-05:15 pm

05:15 pm-05:30 pm

Envision Your 3 Visions

Break to Work on Your Own


Goal Setting Introduction

Lunch and Work on Your Own

Goal Setting

Break to Work on Your Own


Action Plans



Get These Bonuses, Too!

$3,488 Value

  • Bonus 1

    An additional 60 minutes of pre-event consultation to clarify your business goals and jump-start the process.

    A $497 value

  • Bonus 2

    An additional 60 minutes of consultation, held within 7 days of the event to help you tweak your plan or answer new questions you have.

    A $497 value

  • Bonus 3

    Email Coach Maria personally up to December 31 with questions, updates to your plan, new thoughts or insights about your business plan, nailing your niche, or other resources provided at the retreat.

    A $497 value

  • Bonus 4

    Access to Maria’s “Nailing Your Niche” and “Finding Your Ideal Client” workbooks.  You’ll work on your own to determine your best clients and the direction of your business.  AND your marketing strategies will be fine-tuned to attract your ideal clients.

    A $1997 value

Pricing Policy: Rewarding Action-Takers!

If you reserve your seat by Wednesday, November 24, 2021 (11:59 pm EST), you save 20% with my Early Bird Discount. Your investment will be $2,500 $2,000!  Starting November 25, it goes back to the regular price of $2,500.  The price includes:

  • My proprietary "Business Checkup" to help you determine what requires your attention in the next 12 months.
  • One-day workshop materials, including access to my planning and monitoring app.
  • Access to me (Coach Maria) during breaks.
  • All the Bonuses described below. (December 2021 retreat only!)

PLUS: $3,488 in Bonuses (Only for THIS Dec 2021 class!)

Usually, I reserve these bonuses exclusively for my Early Birds, but since I want to help you ensure your success in 2022 during these uncertain times, I'm including ALL my bonuses!

  • 60-minute private pre-session with me.
  • 60-minute private consultation with me within 7 days after the retreat.
  • Unlimited emails to me about your plan between December 11 and December 31.
  • Free access to my “Nailing Your Niche” and “Finding Your Ideal Client” workbooks.

Refund Policy

    • To receive confirmation of your cancellation, you must send an email to me directly.
    • Substitutions/name changes may be made at any time prior to the event without penalty.

Cancellation Policy

    • Requests received prior to 11:59 pm EST on November 24, 2021 will receive a 100% refund--minus the cost of the app ($300, unless never opened)
    • Requests received from November 25 to November 30, 2021 will receive a 50% refund or services equal to 50% of payment to be used within the next 12 months.
    • Requests received on or after December 1, 2021 will receive NO CASH REFUND. You may request services equal to YOUR PAYMENT to be used in the next 12 months.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on November 25, 2021

Save the date: December 10, 2021. Only 15 seats available.

Save 20% Now

About Coach Maria

Maria Marsala, founder of Elevating Your Business, is a management consultant and life coach, speaker, author, and former financial executive.

At age 17, Maria began working on Wall Street as a clerk and made her mark at several well-respected firms including Merrill Lynch, Dean Witter Reynolds, and Bear Stearns. By age 21, her fierce determination and keen business insights promoted her to a trader at a time when women executives were as rare as pink diamonds.

Maria is a kick-butt, tell-it-like-it-is, bottom-line consultative-coach. She offers individualized guidance to independent financial advisors with an Advisor-CEO mindset.

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.

A Personal Note from Coach Maria:

My mission for advisors is simple.

To have the most success possible AND live life to the fullest as they serve even more people along the way.


Because I want to eradicate the crazy 18-hour days that leave you unable to enjoy your family and friends.  I want to eliminate the days when you return from vacation to find piles of paperwork on your desk... or worse yet… when your free time really isn't your free time.

I believe the biggest gift a business owner can give to his or her team is to be the best boss possible.  And we can be generous with our time and talents by giving back to our communities.

Two heads are better than one! You bring your vision of your ideal business and life. I'll contribute my extensive business expertise, arsenal of resources, and love of marketing. The result? You leave with a strategic and focused action plan to use as your roadmap for success.

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on November 25, 2021

Save the date: December 10, 2021. Only 15 seats available.

Save 20% Now

When we created our plan, you pushed us to set higher goals. A year later, our gross income has quadrupled. And we added employees to do the work we don't want to do.”

Terry Ray, FastTrak

“Because I’m a numbers person, I’ve always had trouble with the “writing part” of planning and setting aside enough time to write a business plan. I knew I needed to have a plan on paper, not just in my mind.

When Maria offered a ONE page business and marketing planning process that could be done in ONE day, I knew that could do THAT much!

Now I have a better feel for . . . important things I had never really thought about.   I had NEVER marketed before, but Maria and my business plan gave me STRUCTURED GUIDANCE.   I have a better feel for what I need to do to grow, to decide when I want to retire, and evaluate whether I’m building my business so I can sell it or turn it over to somebody else to run–important things I had never really thought about.

My customer base increased 10% after years of only 2% growth.  I updated my website to target my ideal clients and created a newsletter, which my clients and prospects appreciate! My web traffic has increased by 20%. I speak more often (CE credit classes) and have gained 12 well-qualified referrals. Niching attracts more ideal prospects to my business and my customer base increased 10% after years of only 2% growth.”

- M.B, APA, CEBS Pensacola, FL

☛ Reserve your seat now!

Act now to get the 20% early bird discount - no promo code required - price goes up on November 25, 2021

Save the date: December 10, 2021. Only 15 seats available.

Save 20% Now