How Financial Advisors Can Run their Practice like a Business

"Unless you try to do something beyond what you have already mastered, you will never grow."
- Ronald E. Osborn

Nine to five. That's the schedule for a typical job. With a job you get a paycheck. And benefits.  Most financial advisors do not have a job. They own a business; nevertheless most don't treat their financial advisory practice like a business.  If you ever hope to be a top financial advisor, you must master the art of running your practice like a business.

People: No job worth doing is ever done alone. You must hire the best people and pay them well. Only those with a job description and written procedures can adequately perform their duties. Otherwise, you have pandemonium. You react rather than respond. No one knows the most effective way of doing anything.

Office meetings:  The best run businesses have regular meetings to discuss who's responsible for what, how the business is doing, problems that keep coming up, and solutions to run the business better.

Delegate, Delegate, Delegate: How much is your time worth? Your time is valuable and should be spent wisely so that you can maximize your revenue.  Why waste your time with duties that don’t pay you your best rate – delegate those tasks. Consider that if your hourly rate is worth $200 per hour and you are doing menial tasks, you are wasting valuable time. You could be paying a part time assistant $15 an hour to take these tasks off your hands. Your job is to meet with clients and delegate everything else.

Accounting: How do you know how well your business is doing? Successful companies have accounting departments – all you need is a way to find out what your "financials" look like. The easiest way to do this is to invest in QuickBooks.  Purchase the program and hire a tutor to set you up.  Imagine knowing gross revenue, office expenses, and marketing expenses, and the like. Imagine running a report that shows how you're doing this month versus the same month a year ago. You need this information to run your business appropriately.

Professionalism: Take out your business card right now and look at it. Does it show your business in a positive light? Would you want to hire your firm? Do you need to invest in a professional business identity? The right answer is "yes" especially if you want to attract high net worth clients.

Effortless Marketing:  Website design, effective copywriting, Internet Marketing strategies, and finally writing the book you've been thinking about.  Learn how to draw clients to you rather than you going out to find them. 

Notice a pattern here? You can't be all things to all people. You must learn to leverage your time by hiring the right people, having job descriptions and procedures, holding office meetings, delegating non client work, learning how profitable your practice really is, presenting a professional business to higher net worth clients, and showcasing your expertise.

 

Next Steps

Purchase my Financial Advisor Marketing Course and create a new Marketing Plan that will bring you new clients and new assets. At the end of the course you'll receive 4 sample financial advisor business/marketing plans to help you create your own custom plan.

There's no risk at all as I offer a money back guarantee. If you're not satisfied for any reason, just ask for a refund within three months of purchase.

What you'll learn:

• Where you need to start if you want a high revenue practice
• The magical number of clients you need (BTW - it's not what you think)
• How many prospects you need in your pipeline
• How many new clients you need monthly and yearly
• Assets under management you need to reach for
• Optimum age of clients you should be targeting
• Ideas you can implement today to bring in new assets under management
• What percentage of your time should be spent meeting with clients and prospects
• Where 80% of your income will come from
• Eight wealthy markets to target and key issues to consider
• The richest markets to target
• The most underserved markets to target
• Specific action steps to take to target a particular market
• What types of clients you should turn away
• How to spot an Ideal Client
• Specific steps to duplicate your Ideal Clients
• How to get more assets from existing clients
• How to reach for money in motion
• The minimum fees clients should be generating for you to be profitable
• One catchy marketing strategy that can position you uniquely in the marketplace
• How to manage your client relationships effortlessly
• How long it takes to build a million-dollar practice
• Asset minimums you need to be successful based on years in the business
• Daily actions you need to take to be financially successful
• 50 examples of financial advisor taglines
• Steps to take to create a referral strategy that runs effortlessly
• What you need to do to re-position your practice
• The amount of time you should spend marketing
• Marketing tactics that work and those that don't
• How to create a 30 second commercial or elevator pitch that will send clients to your door in droves

What if there were a way to get all the clients you want?

There is a way! Learn from a coach who has worked with advisors day in and day out since 2004. She has learned what works and what doesn't. She knows the short cuts and the ins and outs. This course has exactly what you need to leverage your time and talents to create the practice you've dreamed of for years.

What is the cost for this Marketing Plan E-Course?

Regular Price $599.00
Introductory Price $199.00
For a limited time only
MONEY BACK GUARANTEE

*** If you hired me for six months to work on designing a winning business and marketing plan you would spend over $2,500.00. By purchasing this system, you are learning in ten weeks what the most successful financial advisors already know. It took me years and years to discover all this information. You will cut years off your learning curve with the FOUR example business plans provided.

Don't wait any longer to create your ideal practice

• This Marketing E-Course has everything you need to be successful. If you continue doing what you're currently doing, you will get exactly what you have now.
• What price can you put on cutting out years and years of needless action and activity when you can get all the good stuff directly from the horse's mouth?

So take action today! Say "yes" to this offer.

What will YOU GET out of using this Marketing Plan Course?

• Learn how can you "live your dream" through a big vision
• Create Million Dollar Goals that will grow your business
• Learn how successful people get it all done
• Re-work your brain to be more efficient with your time
• Learn how to focus on money making tasks
• Build a highly successful PRACTICE that supports you in living a good life
• Create marketing activities that are focused and don't waste your time
• Study the many EXAMPLES provided to learn the secrets wealthy financial advisors owners already know
  
  

WHAT'S included in this Marketing Plan Course?

Everything you need to create your dream FINANCIAL ADVISORY PRACTICE

One lesson per week every week for ten weeks starting with your first lesson today after you have paid for your course.

This is what you get:

Visioning - Setting Up Your Ideal Financial Advisory Practice	What will your ideal practice look like in 5 to 10 years?  What are your business values?  What is your Mission Statement?
Million Dollar Goals For Financial Advisors – What Do You Want To Achieve?	Make big goals like “Achieve 100 million in assets under management within 7 years”.  We will work on creating big detailed goals that go deeper than the surface.
Routines of Top Producers - How Are You Spending Your Time?	Top Producers didn’t get to the top by accident.  They have routines that allow them to get things done.  You will work on implementing top producer routines into your practice.
The 150 Rule – Categorize Your Clients and Then Create a Client Service Matrix	You will create a spreadsheet showing your A, B, and C clients, investible assets, income, and occupation.  Then you will create a Client Service Matrix.  Wealth managers maintain contact with their best clients 15.4 times per year.  How often do you contact your clients?
Niche Marketing – The Ultimate Effortless Marketing Tactic	You will learn how to identify up to three profitable niche markets and how to tell the difference between affluent clients and wealthy clients.
Creating Your Ideal Client Profile – Understand Your Ideal Clients	Who do you market to? We will zero in on your ideal client, where to find them, and define their needs.  Once you do that, you will have a solid foundation to plan your marketing efforts.
Ideal Client Interview Form  - How to Duplicate Ideal Clients	Now it's time to interview your ideal clients and ask for referrals to new clients. This form will give you the step by step details on how to go about this process.
Training Your Clients to Send You Referrals	Sixty-five percent of wealth managers with an average annual income of $881,000 request referrals regularly.  How often do you ask for referrals?
How Advisors Can Stand Out in a Crowded Marketplace	What do you do best? What is your unique strategic position?  What strategies will make your unique qualities stand out? Additional resources: Financial Planner Taglines, How to Write Your 30 Second Commercial
Marketing Guide: Marketing Tactics for Your Financial Advisory Practice	The financial services industry has changed enormously over the last twenty years.  What worked in the nineties doesn’t necessarily work now.  Here’s where we decide the marketing tactics or activities you will focus on. Additional resources: Sample Speaker Evaluation Form

NEW BONUS!!!
At the end of the E-Course you will automatically receive a link to download FOUR financial Advisor Business Plans based on 4 different business models.

• BONUS ** 4 sample financial advisor business plans with various business models
• BONUS - Sample - Financial Advisor - Wealth Management Business Plan/Marketing Plan example
• BONUS - Sample - Financial Advisor- Registered Investment Advisor Business Plan/Marketing Plan example
• BONUS - Sample - Financial Advisor- Certified Financial Planner (CFP®) Business Plan/Marketing Plan example
• BONUS - Sample - Financial Advisor- Registered Representative Business Plan/Marketing Plan example

PLUS:

You'll get these tools to help you implement your Marketing Plan:

• BONUS  - Marketing Activities Idea Bank - loaded with additional marketing ideas to build your financial advisory practice
• BONUS  - Marketing Calendar Spreadsheet - enter all your marketing tactics into the color-coded excel calendar to plan your activities efficiently
• BONUS  - Marketing Return On Investment Spreadsheet - measure your marketing results to determine what you should do more of and what you should let go

What happens after I click on the Purchase Now link?

• You will go to a secure shopping cart page on our secure server where you will enter your credit card information.
• After paying, you will be directed to the Thank You Page.
• Check your email for the first lesson.
• You will receive one emailed lesson per week, for 10 weeks starting on the day that you purchase the course. 

Questions?
Click here to send an email or call us at 480-922-1723

What do I need to know about a Marketing Plan E-Course?

• An E-Course is a series of self study lessons automatically delivered to your email inbox.
• You will receive one emailed lesson per week, for the duration of the course starting on the day that you purchase the course. 
• Each course is designed so that you work on one area of your business and marketing plan each week.
• You have one week to complete the Action Items until your next lesson arrives in your inbox.

Tips:

• Please use your primary or personal email address - to ensure timely delivery of each lesson. Corporate email addresses will delay your lessons due to spam filters.
• Once you purchase the course you will be automatically subscribed to a series of weekly lessons. 
• Please add "Prosperity Coaching LLC" and "Suzanne Muusers" to your list of "safe senders" or your "white list" to ensure you receive your lesson each week.
• If you do not receive your lesson, look in your spam or junk mail folder.
• The course is best viewed using HTML – which allows special formatting such as bolding certain words, making titles larger etc. If you have MS Outlook you will be able to view the course with formatted text. If your email service uses "plain text" to present your emails, you may want to consider switching to a service or program that allows you to view emails using HTML.
• Print out each lesson as they arrive.
• Work on the current lesson until the next lesson arrives one week later.
• Save each lesson in a special folder on your computer.

What if I need help with my marketing strategies?
Suzanne is available to consult for a fee with you if you need additional assistance. Suzanne will also credit your course fee if you decide to hire her as your coach.

My Personal Guarantee!

If you're not completely satisfied with the Marketing Plan E-Course after completing the course and using the tools — I'll return your money!

I'm 100% confident that my package will be the absolute best, most complete and most useful system to create a thriving financial advisory business that attracts high net worth clients.

More than that, I'm confident that if you employ all the techniques and resources I share with you, you'll gain a noticeable amount of new business over the next year and beyond.

So if the system isn't everything you were expecting, and all my tips and resources don't produce the results you were looking for, just ask me for a refund within three months of your purchase.

No reason needed. No questions asked.

Bonus Reason to purchase today! You are purchasing this program to improve your business, therefore your purchase is 100% tax deductible. That makes this an even better deal -- you really can't lose!

 

Hire me as your Business Coach

Achieve your goals! Serious, motivated advisors please complete the Complimentary Consulation Form. You'll grow personally and professionally and you'll take full responsibility for your success.

Suzanne Muusers ICF-Credentialed Business Coach Prosperity Coaching LLC

 

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