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Events Top US Business Coach, Maria Marsala to speak at CIFA 2018

Top US Business Coach, Maria Marsala to speak at CIFA 2018

US-based business coach will travel halfway around the world to bring strategies for change management, niching, and target marketing to Indian financial advisors at Cafemutual IFA (CIFA) 2018 conference.
Team Cafemutual Feb 5, 2018

Internationally acclaimed financial advisor coach, Maria Marsala will deliver the keynote address at the 5th Annual Cafemutual IFA (CIFA) 2018 conference to be held on February 23 in Sahara Star, Mumbai. 

Named one of the Top 30 International Coaching Gurus in 2011 by Coaching Gurus International, Maria Marsala is a founder of ‘Elevating Your Business’. She is an internationally known author and speaker who works with financial professionals to grow their firms, maximize profits, and increase free time.  Marsala is a graduate of Coach U, a founding member of Coachville, and a former Wall Street executive.  In 2017, Feedspot named her blog in the Top 100 for Financial Advisors.

Marsala’s keynote entitled ‘Profiting from Change: How to Manage Your Mindset and Overcome Overwhelm’ at CIFA 2018 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.

“I am 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,” Marsala said.

“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 US 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,” she adds.

Anita Sutrave, Chief Business Officer, Cafemutual says, “The most important goal of this event is to provide actionable tips to help advisors grow their businesses—and Maria does precisely that. 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.”

With the theme - Let’s Talk Business, the event promises to present innovative concepts and powerful ideas on business growth and strategies to help you prepare for a better future.

Over 600 IFAs all over the country are expected to gather at this event to learn, get inspired and network.

Click here to register for the event.

 

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1 Comment
Felix Zeman · 2 months ago
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                                                                               PROCEDURES:

1.    Buyer submits Letter Of Intent (LOI) with full banking coordinates (there must be sufficient cash funds in this account), Enlarged 140% Colour copy of Passport , Client Information Sheet , Certificate of Incorporation (if applicable), Corporate Resolution (if applicable), Non-Solicitation Statement, and an Irrevocable Fee Protection Agreement .

2.    After conducting due diligence, the Seller will countersign the LOI and return it to Buyer including details of the BG Issuing bank, and Seller’s Passport copy. This LOI automatically becomes a full commercial recourse contract and will be notarized to avoid contract breach and Buyer will be required to take care of notarization expenses of the contract documents here in UK. After notarization of the contract documents here in the UK, both parties shall lodge the executed contract with their respective Banks.

3.    Within two (2) banking days, the Seller’s Bank shall send a PRE-ADVICE SWIFT MT199 or MT-799 to the Buyer’s Bank. (EXHIBIT A )  The PRE-ADVICE shall be valid for  four (4) banking days only.

4.    Within the same banking day, the Seller shall email a courtesy copy of the PRE-ADVICE SWIFT MT199 or MT-799 to the Buyer for confirmation. Within three (3) banking days after authentication of the PRE-ADVICE SWIFT MT199 or MT-799, the Buyer’s Bank shall reply and send a  SWIFT MT-799 to the Seller’s bank and a courtesy copy shall be sent  to the Seller’s email.

5.    Within three (3) banking days, after authentication of the Buyer’s SWIFT MT-799, the Seller’s BG Issuing Bank shall send the Bank Guarantee via SWIFT MT-760 to the Buyer’s Bank  ( EXHIBIT B ) and a courtesy copy shall be sent to the Buyer’s email. The Buyer’s bank verifies and authenticate the BG sent via SWIFT MT-760.

6.    Within three (3) banking days, after authentication of the BG sent via SWIFT MT-760, the Buyer shall send payment to the Seller via SWIFT MT-103 and concurrently pay Consultants commission fees of Two Percent of each tranche face value. Courtesy copies of the commission payments shall be sent to the respective consultants/beneficiaries and their paymasters.

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8.    All subsequent tranches will be based on the same procedures until collateral or funds become exhausted.

9.    Any unauthorized calls by any party or its representative lawyers to probe or communicate in an improper way to bank(s) in this transaction shall be prohibited and contract terminated.

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Sincerely,

Felix Zeman.
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