Suzanne Muusers, Author at The Prosperous Advisor Coaching Blog

Intentional Self Care for Financial Advisors

Written by Suzanne Muusers on March 29, 2018

Self-care is a topic that many financial advisors are not familiar with and an area they may not address in their personal goals or self-growth. It is akin to work-life balance yet it goes much further in its application and implementation. Today self-care is my focus because I’ve embarked upon […]

How Financial Advisors Can Get Clients to Bring Friends to Client Appreciation Events

Written by Suzanne Muusers on February 16, 2018

Are Client Appreciation Events one of your business growth strategies? If so, are you encouraging clients to bring friends so that you can widen your circle of influence? I often find that Financial Advisors who hold events frequently lack the strategies and tactics to encourage the “bring a friend” strategy. […]

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

Written by Suzanne Muusers on January 15, 2018

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]

Why a Warm Marketing Plan Works Better For Financial Advisors Than Cold Calling

Written by Suzanne Muusers on October 4, 2017

For financial advisors, warm is better than cold! Why? Because cold calling can be exhausting. Facing rejection time and time again is hard on the ego. Too many “no’s” can turn a positive advisor into at demoralized advisor and cause “zombie face,” a condition where you stare at your computer […]

Michelle Lee Wagner Financial Advisor in Tempe AZ

Written by Suzanne Muusers on August 30, 2017

Michelle Lee Wagner – Financial Advisor in Tempe AZ I am always fascinated by advisors who have distinctive branding, whether on their own website, or on their social media pages. This interview is with Michelle Lee Wagner, CFP ®, an advisor in Tempe AZ. She works with a unique target […]

7 Ways to Take Control of Your Practice Today

Written by Suzanne Muusers on July 18, 2017

Are you getting through the week by the skin of your teeth? Is there just enough time to get through paperwork, put out fires, tackle email, meet with clients, and before you know it, it’s the end of the week? If so, your business is running you ragged. Successful financial […]

Your Brand: Designing a Custom Brochure

Written by Suzanne Muusers on June 13, 2017

What reaction do you want prospects, centers of influence, and clients to have when you present your custom-designed brochure? You want them to say verbally “Wow. Nice brochure.“ And you want them to think subconsciously “I am impressed by this financial advisor. They present themselves well and they offer what […]

The Best Financial Advisor Seminar Invitation

Written by Suzanne Muusers on June 1, 2017

In this day and age, with digital marketing, emailing, and social media, the art of designing a good seminar invitation has been lost. Most advisors are not marketers so they don’t realize that design matters and that focusing on the benefits of attending a seminar is what attracts potential attendees. […]

19 Tips Financial Advisors Can Use for a WOW Business Card

Written by Suzanne Muusers on March 9, 2017

Business cards are an extremely important part of the branding strategy financial advisors can use to be market leaders in their field. Some may think the “calling card” is a thing of the past, but they are simply wrong. Business cards are still widely used as a form of trading […]

2 Types of Financial Advisor Motivation

Written by Suzanne Muusers on February 16, 2017

Coaching financial advisors day in and day out, I am very aware of their motivation and work habits which reminds me of a great story. I once had a call from an advisor almost 12 ago who was completely unmotivated about his investment management business. He couldn’t seem to muster […]