Job Search, Prospecting, Marketing, Branding, Leadership
Suzanne is an experienced Professional Coach and successful business owner with 30+ years of in-the-trenches business, leadership, and marketing experience.
Suzanne delivers real, actionable advice in her presentations and helps participants to take the actions they need to achieve their goals.
29 Surefire Ways to Prospect for New Clients
What you'll need to prospect for new clients
How much time you should spend prospecting
Two basic strategies for prospecting
29+ Marketing and Prospecting Tactics
Job Search Strategies to Land Your Dream Finance Job
Polishing interview skills
Job search strategies
90 Days to Referrals from COI's
Getting more referrals isn't as simple as asking for them. This workshop helps advisors strengthen their referral networks, leverage each sales contact, and obtain a set of skills to evaluate and make the most of each referral opportunity.
The first step in asking for referrals – it's not what you think
Find out how referable you really are - what clients think
Client Service Matrix
Four strategies for building trust and deepening client relationships
How to create a vision of the ideal referral to give your clients
Role plays – how to ask for referrals
Finding the perfect referral partners
Leverage Client Appreciation Events to bring new clients
What you'll leave with
A 90 Day Plan of Action to implement your Referral Marketing Strategy
Business Plan Success
Learn how to make this the year you take your business to the next level! Suzanne Muusers, ICF Credentialed Business Coach and entrepreneur with thirty years experience, will challenge you think about your business in a new way. You will set up goals and tactics that will create financial success this year.
• What having a Business Plan can do for you
• Reasons traditional Business Plans are useless
• The six sections to include in your Mini Business Plan
• Why everyone should have Big Picture Goals in their Vision
• The "Aha" moment - Take a self test to determine how goal oriented you are
• Common goal setting mistakes
What you'll leave with
Marketing Your Value to HNW Clients
Marketing to high net worth clients is both an art and a science. Learn how to position your practice so that you naturally attract HNW clients while addressing their unique needs. HNW clients are drawn to advisors who can set themselves apart, prove their credibility, and provide true value to clients with often large and complicated family situations.
How to Create Your Value Proposition
How to Support Your Value
Conducting Excellent Client Reviews
Creating the Right Client Experience
Generating Referrals Easily and Often
What You'll Leave With:
A 90 Day Plan of Action to start attracting more HNW clients