Your coaching session helps you be more successful!

1) You will develop deeper business goals and focus on achieving them

2) You will spend time working ON your business weekly with Suzanne

3) You will obtain unbiased advice from a business partner focused on your success

Key areas of focus:

• Visioning - Setting up your IDEAL financial advisory practice

• Create Million Dollar Goals – what do you want to achieve?

• Daily Success Schedule - routines of Top Producers – How to spend your time productively

• Client Service Matrix - Service your clients consistently

• Create a Marketing Plan: Out of the box marketing tactics for your financial advisory practice

• Client Appreciation Event Ideas

• How to Organize a Client Appreciation Event

• How to market a Client Appreciation Event

• Marketing Materials Review - Are you attracting new business with the right materials?

• Niche Marketing – Create a targeted niche for your practice

• Marketing with your Biography - How to attract affluent clients with your Bio

• Build Your List - Create a list-building mechanism - a free report, series of videos, podcasts, financial quiz - that speaks to your ideal client and helps to get them on your list

• Credibility Marketing: How to use Credibility Marketing in your practice

• E-newsletter options

• Marketing: Create a Marketing Calendar color coded according to tactics

• The Media Room - Marketing your practice to the Media

• Branding Your Practice – Stand out from the crowd - Biography; Value Proposition; Who We Are, Our Core Values, Our Mission Statement, What We Do. What Makes Us Different - Financial Planner Taglines

• Brand your PROCESS - Stand out from the crowd

• Ideal Client Profile – Understand your Ideal Clients

• Ideal Client Interview Form - How to duplicate Ideal Clients

• How to get Referrals - Survey, Case Studies, Client Review Meetings

• Client Review Meetings - Engage clients, find opportunities, get referrals (Sample Client Review Agenda)

• Website Development for page one results - How to plan a new website step by step

• Website Development: Conversion Form; Client Attraction Device; Call to Action

• Motivation to build a better practice - How to Get it. How to Keep it.

• Asking For the Business – How to stop sabotaging yourself

• Overcoming Objections - Don't let business walk away

• Hiring and Firing – How to hire Top Producing staff

• How to Create Relationships with CPA's and Estate Planning Attorneys

• How to dramatically increase new prospects in your pipeline

• The Client Experience – Is your office presenting the right impression

• How to better use LinkedInR

• Managing your practice like a business

• Succession Planning – How to sell your practice for maximum value

• How to overcome the fear of failure

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Copyright© 2004-2012 | Suzanne Muusers | All Rights Reserved|

Click here to learn about Financial Advisor Success Strategies
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Click here to learn about Financial Advisor Marketing Course
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Prosperity Coaching LLC, Business Coaching for Entrepreneurs

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