Want to know what YOU get out of coaching?1) You will develop deeper business goals and focus on achieving them
2) You will spend time working ON your business weekly with your coach
3) You will obtain unbiased advice from a business partner focused on your success
4) You will create a successful financial advisory practice that will give you money, time, and freedom to live your best life
Want to know what you will work on during coaching?
• Visioning - Setting Up Your Ideal Financial Advisory Practice
• Meaningful Goals For Financial Advisors – What Do You Want To Achieve?
• The 150 Rule – Categorize Your Clients and Then Create a Client Service Matrix
• Niche Marketing – The Ultimate Effortless Marketing Tactic
• Creating Your Ideal Client Profile
• Marketing Activities Specifically for Your Financial Advisory Practice
• Training Your Clients to Send You Referrals
• How Advisors Can Stand Out in a Crowded Marketplace
• Communicating the Benefits of What You Do
• Marketing to High Net Worth Clients
• Client Events that Deepen Relationships and Encourage Referrals
• Following up with Prospects
• How to Create Relationships with Estate Planning Attorneys and CPAs
• Time Management – How to Find the Time You Didn’t Know You Had
• Routines of Top Producers
• Learning to Delegate – How to be Productive
• Succession Planning: Are You Thinking About the Future?
• Branding – It’s Not Just For Cows – Learning to Brand Your Advisory Practice
• The Client Experience – Is Your Office Presenting the Right Image?
• Build Relationships and Communicate by Asking Deeper Questions
• Hiring and Firing – How to Hire Top Producers and Office Staff
• Assessing Your Marketing Results
Copyright© 2004-2008, Suzanne Muusers | All Rights Reserved|
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Prosperity Coaching LLC, Business Coaching for EntrepreneursContact Us: Call 480-922-1723
