Article: Succinct Financial Plans Spur Clients To Act
I was recently quoted in an article published online and offline from Investors Business Daily.
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As a planner, how did you change your planning process to make it more client friendly? As a consumer, what would you like your planner to do differently?
#financial planning, #change, #planning
About The Author
An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!
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