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Articles tagged "Maria Marsala"


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Maria Marsala: My standard answer is: 'That will be a cup of coffee -- in Italy, please.'

How to set boundaries with clients and friends when they become 'freebie-seekers'

Establishing where free ends and fee begins can be challenging, but learning the art of declining gracefully is essential to focusing on what's important in your practice

September 17, 2012 at 4:50 AM

Maria Marsala: In 12 years, maybe 1% of my clients were business owners when they hired me; the majority were captaining a burning ship.

How a change in mindset and business structure can get you off the hamster wheel

Remember the reason you started your business in the first place

May 22, 2012 at 3:37 AM

Maria Marsala: You'll feel more confident in networking situations if you've already worked out a few 'scripts' ahead of time.
April 10, 2012 at 2:39 AM

Maria Marsala: Change of pace is nice, constantly operating this way will drive you nuts.

10 reasons for advisors to just say no to less-than-ideal clients

Choosing a niche helps identify the ideal prospect

February 13, 2012 at 5:58 PM

Maria Marsala: Set yourself apart by not giving out your business cards like they're candy.

Top 10 ways financial advisers can 'market smarter' -- and enjoy it more in 2012

Developing a niche clientele will broaden, not narrow, your client base and can make your practice more profitable and pleasurable

December 30, 2011 at 3:38 AM

Maria Marsala: If your firm doesn't have a written social networking usage document, get involved with creating one. Volunteer as a test case.

Top 10 tips for the 'social' financial professional when creating your LinkedIn profile

A search will often produce a professional's LinkedIn profile before his or her website.

August 12, 2011 at 5:11 AM

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