Mary Sterk, CFP®, founder of Map It Build It Buy It, has been a leading female representative for her broker dealer for many years and has consistently ranked in the top 5 overall producers.
Mary’s career has taken her from being a divorced mother of two surviving on food stamps, to being a multiple year qualifier for the MDRT Top of the Table honors. Mary’s inspirational story of fighting her way to a better future despite a teenage pregnancy, living in low-income housing, and raising her two small children with no child support, has motivated many to believe that anything is possible. Her quote “If I can achieve this, any one can!” has inspired listeners to strive for their own brighter futures.
An avid private pilot, Mary loves flying her Piper Cherokee 235 to meet with advisers and clients alike. Her passion for bringing value to relationships with her clients, family and friends has undeniably contributed to her success.
Mary is the founder of Map It Build It Buy It, located in Dakota Dunes, SD. Her company is dedicated to helping financial advisers grow their financial planning practices.
Mary acts as an advocate for her peers as a Board Member of the Financial Services Institute. FSI is active in working with compliance and legislative issues facing independent financial advisers. Mary also contributed her efforts towards creating a Women’s Forum, promoting the entrepreneurial efforts of female financial advisers. Being actively involved in her community continues to be a primary focus, and Mary has been a part of the Premier Educations Family Values Focus Seminars, Siouxland Estate Planning Council, Women United, Greater Dakota Valley Jaycees and has taught Financial Planning courses at a local college.
To learn more visit the Sterk Financial Services website.
Schedule a Speaker
Mary Sterk, is available to speak at your next event or conference! Mary will guide your audience through the complex world of buying & selling Financial Services Practices. During her discussion of acquisitions, Mary will provide cutting edge insight on:
- Finding the Right Opportunity
- Evaluating the Book of Business
- The Valuation Process
- Financing the Purchase
- Negotiations of Activity Obligations and Price Agreement
- Creating a Communication Strategy
- The Contract
- Capability Boost Prior to the Sale
- Database and Staff Integration
- Execution of the Communication Strategy
- Activity Pattern and Philosophy Integration for New Clients
Mary’s book, BUY IT! The Practical Guide to Buying a Financial Services Book of Business is the perfect compliment for the audience interested in learning about this very relevant topic!
Please Contact Us to schedule Mary for your next event!