A Poulsbo-based business coach brings strategies for change management, niching, and target marketing to financial advisors halfway around the world.
Online PR News – 28-January-2018 – Poulsbo, WA –
Poulsbo resident and internationally-recognized financial advisor coach, Maria Marsala, will deliver the keynote address at the 5th Annual Cafemutual Independent Financial Advisor (CIFA) 2018 conference to be held February 23 in Mumbai, India.
Anita Sutrave, Chief Business Officer at Cafemutual, says her team is sparing no effort to make this the premiere industry event. “With every passing year, more delegates attend our event owing to its unique yearly theme. This year, we expect over 600 IFAs across the country to attend,” Sutrave enthuses. “Let’s Talk Business” is the theme for 2018.
“The most important goal of this event is to provide actionable tips to help advisors grow their businesses—and Maria does precisely that,” Sutrave states. “She has a deep understanding of an advisor’s business and can really liven up the audience with her sharp wit and insights. Maria has helped thousands of advisors take their businesses to the next level, which makes her an ideal speaker for us.”
“Independent financial advisors in India are facing technology changes, new and sometimes uncertain regulations, and savvy investors,” Marsala says. The financial industry in India has been pushing hard to use available technology for only three years, compared to ten years in the United States. “While the U.S. may be ahead in some areas—like implementation of technology, Indian financial advisors can look at our example, avoid making the same mistakes, and leap ahead,” Marsala notes.
Marsala’s keynote entitled “Profiting from Change: How to Manage Your Mindset and Overcome Overwhelm” focuses on the importance of embracing change to better serve clients and efficiently grow a financial firm. She will also conduct an interactive workshop in Bangalore—exclusively for top advisors—to help them identify their ideal clients and gain marketing efficiencies by niching. In recent months, Marsala has delivered similar talks in Seattle, Las Vegas, and Chicago.
“The difficulties that change brings, marketing to an ideal client, and choosing a niche . . . these are universally problematic to financial advisors,” Marsala states. “I’m thrilled to be sharing these concepts and solutions with financial advisors in India. In preparing for the conference, I’ve already learned much about the Indian market. I’m excited to learn more while in Mumbai, the Financial Capital of India and Bangalore, the Silicon Valley of India.”
About Elevating Your Business
Based in Poulsbo, Elevating Your Business was founded in 1998 and works with financial professionals to grow their firms, maximize profits, and increase free time. Its founder, Maria Marsala, is an internationally-known author and speaker. She is a graduate of Coach U, a founding member of Coachville, and a former Wall Street executive. She was named one of the Top 30 International Coaching Gurus in 2011 by Coaching Gurus International. In 2017, Feedspot named her blog in the Top 100 for Financial Advisors.
Cafemutual provides advisors and distributors of mutual funds, insurance and other financial products with relevant news, knowledge and ideas so that they are able to grow and adopt higher professional standards. It offers bespoke solutions to their clients in the areas of sales, business development and marketing. Cafemutual conducts three widely acclaimed events each year. The Cafemutual IFA (CIFA) event seeks to empower individual financial advisors by giving them actionable ideas and tips to grow their business. For more information, visit its website: www.cafemutual.com