Speaker Suzanne Muusers

Practice Management, Business Planning, and Marketing

Suzanne is an experienced Marketing Consultant, Business Coach, and small business owner with 30+ years of in-the-trenches business and marketing experience. She helps her clients grow their companies by creating 21st century marketing tactics that set them apart in the marketplace.

Suzanne understands the challenges and blocks financial advisors face in moving themselves and their work force to sell successfully. Her highly interactive speaking presentations help entrepreneurs and business owners "kick it up a notch" to reach new plateaus they never thought possible. Participants say her presentations leave them energized and feeling compelled to take action immediately.

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Like it or not, we all have emotional blocks and feelings that hold us back from true success. We may not feel we deserve real success or we may subconsciously be afraid of success. Suzanne gets to the heart of these issues in her presentations and helps participants to take the bull by the horn and just go for it.

Suzanne's background is firmly entrenched in sales and marketing - she believes we all need help getting where we want to go. Suzanne believes the key to more clients, more revenue, and more success is ACTION. We all do far too much planning and not enough implementation. With sales and marketing planning and proper action, we can firmly place ourselves in the mind and memory of our target clients. When sales and marketing strategies are used correctly, they help you attach yourself to your customers who remember you and your products when they need them. The result is always long-term, beneficial relationships and off-the-charts long-term profits!

If you need a sales and marketing speaker for your business association or convention, you need Suzanne. If you want a speaker who will move your participants to ACTION, hire Suzanne. Her audiences leave pumped up, motivated and energized to out-market their competitors, out-sell top producers, and have fun doing it!

Suzanne has a degree in Business Administration, has been a tireless student of marketing, and has made herself a marketing expert through classes, interviews, seminars and the like.

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Speaking Topics

The Prosperous Advisor™ – 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.

You'll Learn:
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

 

Referral Marketing – Leverage Referrals to Become the Preferred Advisor

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. Attendees will benefit from role plays, how to's, and interaction during the workshop to help them explore all the aspects of the referral marketing experience.

You'll learn:
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 - Create the Practice You Want By Planning for It

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.

You'll learn:
• 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
• Create your Business and Personal Goals
• Your Marketing Tactics

Read marketing tips and how to's on Suzanne's Blog

Suzanne's Affiliations:

Airpark Toastmasters - Competent Communicator
Credentialed Member - International Coach Federation
VP Public Relations - International Coach Federation- Phoenix
Financial Planning Association Phoenix

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