Marketing to the Affluent
9 Week Course for Financial Advisors
• How would your life change with 10 new affluent clients?
• Tired of taking on clients with few assets?
• How would your life improve with more prosperous clients?
My name is Suzanne Muusers and since 2004, I have worked with financial advisors helping them with marketing financial services to the affluent. I have coached hundreds of financial advisors. I've helped successful advisors improve their branding and marketing to attract HNW clients since 2004. Use my 9 Week Marketing Course to upgrade your practice and gain more SUCCESS.
Advisors typically have 4 challenges:
1. Too many clients with too few assets
2. You fail to provide raving fan service to your existing clients
3. Don't know how to appeal to wealthier clientele
4. Don't know where to find better clients
This course will help you overcome these challenges!
Tools, exercises, and more
My course is a complete BLUEPRINT to market to the affluent. It includes Marketing Plan A - marketing to your own clients to create Raving Fan Service. It includes Marketing Plan B - marketing to well off prospects.
Five Ways to Market to Affluent Clients
My program will teach you the five ways to market to wealthy clients and prospects. This requires an INVESTMENT in your firm. This is NOT a "get rich quick" scheme. I will teach you how to overhaul your practice. The HNW are complicated people and you must learn how to be a great advisor, spruce up your business and personal brand, and be ready to attract them.
This course is for the "do it yourself" finanical advisor who has at least 5 years experience and 30 household clients.
What you will learn:
• 8 Demographic TRENDS that affect your ability to attract better clients
• 9 LIFESTYLE factors to be aware of
• How to use your website as a PROSPECTING tool – this is called Effortless Marketing
• 11 Brand must-have's to ATTRACT the well off
• 5 ways to FIND wealthy clients- where are they and how do you get to them?
• The perfect financial advisor service model - SERVICES prosperous clients want when hiring an advisor
• How much clients are willing to pay to work with an advisor
• Skills you need to INVEST in
• What turns OFF the wealthy
• Systematic ways to DELIGHT the HNW
• The key BRANDING strategy to finish off your brand
• 5 ways to create RAVING fan clients
• 3 key FEATURES your brand needs
What does this program include?
• Sample Client Service Matrix – with customizable options
• 2 Sample Marketing Plans targeting the prosperous - Learn how to attract them and where to find them
• Marketing calendar template
• Example Client Experience
• Example Client Interview Form
• Branding Guide
Learn how to make over your practice so that you are attracting quality clients and working with those who appreciate your work
9 Week E-Course
You will receive one email per week for 9 weeks that will give you a step by step process to transform your practice into an affluent wealth management firm attracting better quality clients. I include all my own time-tested resources, outside resources, and much more to save you time and money.
30 day MONEY BACK GUARANTEE
What it's worth: *** If you hired me for my minimum commitment period of six months to work on designing a winning marketing plan to the affluent you would spend over $3,000.00. Purchase this system and cut years off your learning curve. Don’t wait any longer to start attracting affluent clients today!
Receive your first lesson immediately
What's so great about my course is that it is automated. You will receive the first lesson after you have paid. You will automatically receive a new lesson each week thereafter. Make sure you use your personal email address, not a corporate address. This ensures that you receive each week's lesson. If you do NOT receive a lesson, please look in your spam folder before contacting me.
"Suzanne’s advice was invaluable when it came time for me to brand my independent financial advisory firm. Our work prior on target market, combined with help selecting my company name and colors and building my website have helped me attract my ideal clients and a consistent flow of leads from my website."
Financial Planner & Leader
"Don’t think twice about hiring Suzanne. Give coaching the time it deserves, be open, and trust that Suzanne will keep you on the right track."
AIF, CRPC, Financial Advisor, New Jersey
"I highly recommend Suzanne's services to anyone who is interested in growing their business and maintaining a healthy balance outside of work as well."
"Working with Suzanne has helped me to develop a distinctive brand. Having a cohesive brand gives me the confidence to network with and approach high level prospects. If I had not hired Suzanne, I would not have made this progress.
CFP® New York
"I truly feel that without Suzanne's guidance, my business would not have flourished. Her expertise in my field helped me produce the results I needed more quickly. But most importantly, she made me safe enough to recognize the weaknesses in my business (and myself). You can fix anything once you recognize the problem!!"