Financial Advisor Leadership Coaching

Values • Vision • Mission • Growth

As the leader of your firm, you share the company values and mission and lead your firm's internal and external growth strategy. Effective leadership is about creating an environment that supports personal and professional growth.

Hello, I am Suzanne Muusers. For the last 12 years I have been coaching financial firm leaders. As an Executive Coach I help my clients develop deeper business goals and focus on achieving them.

What are your leadership challenges?

Being a good leader and a role model for your staff
Communicating well and rewarding staff members
Motivating staff to help you grow the firm
• Using emotional intelligence to assess and improve results
Solving problems and resolving conflicts
Staffing and making sure the right people are on the bus in the right seats
Delegating non essential tasks to your staff and partners
Thinking strategically regarding the firm's strengths and weaknesses
• Attracting affluent clients or declaring a niche market
Creating a Client Experience focused on excellence
Using your brand to grow your firm

I assist you with your challenges by helping you focus on business and life strategies that maximize your effectiveness as a leader. I stand with you as you make beneficial changes in your financial firm to become a recognized executive in your field.

A good coaching relationship between coach and leader starts with honesty. We will explore your effectiveness as a leader, your strengths and weaknesses, and where you would like to improve.

Private Client Website

Work with me and gain access to my Private Client Website with tools and exercises to maximize your coaching value. I can also coach your sales team or business team and help you improve your business results. Additionally I can work with your staff using Career Coaching to ensure the right people are on the bus and in the right seats in your organization.

Being a Good Leader

Do you lead by example? Are you setting a good example? Good leaders are calm, cool, and collected. They exude ethical treatment and lead an exemplary life. Their direct reports look up to them and often ask for guidance.  If you need to be a better leader, I can help you with that.

Communicating Well

Do you communicate well with staff? Or are you vague in your requests? If you have high employee turnover, you may not be communicating well with your staff. Did you know that costs for employee turnover can be as high a one to five times annual salary? That's why it's so important for you to train staff well and communicate effectively.

Motivating Staff

It takes a truly great Leader to motivate and encourage staff to perform at their best. Some people are motivated by money. Others are motivated by recognition of a job well done. Still others are motivated by opportunities of advancement. Learn how to tell the difference. Sometimes a bonus structure is needed to encourage firm goals and personal goals. Learn how to develop your bonus structure. My clients report that their motivation skills improve dramatically during a coaching engagement.

Using Emotional Intelligence

Understand and manage your own emotions and those of people around you. Leaders with a high degree of emotional intelligence know what they're feeling, what their emotions mean, and how these emotions can affect others. Learning to harness emotional intelligence, focusing on the triggers that cause issues, using motivation, empathy, and social skills, can help the financial advisor leader make enormous strides towards a better workplace.

Solving Problems

Identifying bottlenecks so you can clearly see the issue is the first step in problem solving. I can help you identify the problem, develop a plan to solve it, and then implement the plan. Sometimes an outside person can see what you cannot. Objective analyzing is often needed.  My coaching clients say that they are able to handle problems more effectively after coaching with me.

Staffing

A solo advisor can get only so far in their journey to success. At 30 – 50 million the advisor needs additional staffing. Typical successful RIA firms with 500 million AUM have approximately five employees. My clients learn how to hire top performing staff, compensate staff appropriately and foster community and serenity among their staff.

Delegating

Most investment advisors are left brained and as a result they have difficulty delegating tasks and responsibilities to others.  Yet, this crucial skill is absolutely essential to the effectiveness and success of you as a Leader in your firm. You are not meant for clerical duties. Your skills are best utilized with clients and relationship building.  My clients learn how to value their time and delegate appropriately.

FA Leadership Coaching

 

Thinking Strategically

What does "strategic" really mean? It means making decisions that alter the direction of your firm and lead to a competitive advantage. It means taking advantage of opportunities to make leaps and bounds and close in on your goals. My clients grow as strategic thinkers and develop into entrepreneurs.

Attracting Affluent Clients

There comes a point in every financial practice where growing the firm requires a change in strategy from taking anyone and everyone as clients and moving towards a model where you are attracting affluent clients who love what you offer. This is an area of expertise for me. See my E-course which is included in the coaching experience for all my clients.

Creating a Client Experience

Gone are the days when you can say that your firm offers excellent client service because everyone says the same thing. These days you have to SHOW clients what is special about your offering. This means a change in your approach to success. I can help you do this.

Using Your Brand to Grow Your Firm

Financial executives reach a point in their company life cycle where they realize that design templates and run of the mill branding will no longer work for their firms. Branding is a concept that transcends logos and business cards. Branding means communicating benefits that affluent clients are looking for in their wealth management advisors. Branding means having a good elevator speech. It means having a stunning website as your marketing hub.

Leadership coaching helps leaders maximize their effectiveness, their skills, and their presence. Let me help you with this journey.

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Who Benefits?

Since 2004 I have worked with financial executives from various finance-related companies such as Morningstar, Forbes, Vanguard, LPL Financial, Commonwealth, Cambridge, Raymond James, Bank of America, Chase, and more.

I have worked with executives such as as financial advisors who are leaders of their own firms, CEO's of financial corporations, CPA's, mutual fund managers and executives, portfolio managers, wholesalers in financial services, investment bankers, hedge fund managers, and other professionals.

What Clients Say

"Hire Suzanne before your competition does! Suzanne has helped me to gain more confidence, become a better leader, and focus on high payoff activities that grow my practice."

Shanna T.

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."

Kevin G.

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."

Monica B.

Holistic Practitioner

"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.

Nicholas E.

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!!"

Peggy B.

Financial Planner ChFC, CLU, AEP, IAR

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