Finance & Investment Industry Coaching.

Hello, I am Suzanne Muusers, Professional Coach and Strategist to the financial services industry. I help clients GROW their skills, EXPAND their minds, and REBRAND their career or business. I adhere to the International Coach Federation Core Competencies and Ethics in the work I do.

For the last 19 years I have been working with:

1. Financial Advisors

I am one of the first coaches to specialize in Coaching for Financial Advisors, starting in 2004. I help clients create and achieve their goals with accountability, direction, and motivation. I customize my approach according to what each financial advisor actually needs, whether it’s Prospecting Coaching or Brand Coaching. No cookie cutter coaching programs here. Because I am an independent coach, you work directly with ME, not a subcontracted coach!

2. Finance Executives

Executives in Finance and Investments hire me to work on their skills, whether it’s being a motivational leader, or a more polished communicator. Executives often have challenges with time management and motivating their teams, not to mention work-life balance. Having a unbiased coach to help you function more efficiently is often a game-changer. By elevating Executive Presence and increasing self-confidence, Finance Executives grow to new levels of success.

3. Finance Job Seekers

As a Career Coach, I help clients investigate alternative career paths within Finance and Investments, while identifying opportunities that align with your strengths and capabilities. When focusing on your job search, you will gain perspective and achieve your goals more quickly than if you try to find a new job by yourself. Goal-setting, evaluating what you want, and working with me as your coach, will help you identify any gaps or blind spots in your job search.

I help you create the life you want!

I believe in striving for the best life possible. Through Coaching with me, my clients learn to achieve a higher level of success. This results in clarity of direction, increased income, more free time, and a better life.

International Coach Federation

Life isn’t rewarding if you work 80 hours a week and then take your iPhone on vacation. The good life is enjoying quality time with family and friends.

Get a better life

What does a better life mean to you?

A good quality of life means experiencing the best things life has to offer, whatever that means to you. Could that mean relaxing on the beach with your drink of choice while reading a book? Could that mean traveling to interesting locations, dining in fine restaurants, and enjoying your life?

What you need is a better business, more income in your career, and someone to help you get there. That person is me!

I help you overcome your biggest challenges:

Growth: Your income can only grow if you’re ready for change. I will challenge you to create a Career Plan or Business Plan and step outside your comfort zone, because unless something changes, your situation stays the same!

Job Search Career Path: Your career evolution depends upon recognizing your strengths, skills, and passions and leveraging your connections.

Leadership: You may need to improve your leadership skills if you want to reach the next level. This means valuing your coworkers and staff and working on YOU and your skills.

Efficiency: Career professionals can learn to work smarter, not harder and leave the office on time every day. Focus on what you do best and delegate the rest.

People: Adding the right staff to your investment firm will help you grow, service clients, and allow you to take time off. Having strategies in place to mentor your staff is crucial to your future success.

Prospecting: Most financial advisors don’t know how to prospect so they don’t. You must have a Prospecting Plan to reach potential clients with your message.

Branding: Advisory firms look the same with similar, uninspired branding. Your brand must be VISUAL and interesting to attract quality clients.

Business Development for Financial Advisors

As a Business Coach for Financial Advisors since 2004, I have a keen sense for how to work with an advisor so that they achieve more with Business Development, in just a few months working me, as they have their entire career. As the author of The Prosperous Advisor Coaching Blog, I have written about advisor challenges for several decades. These are just some of the blogs that my clients and readers have enjoyed:

Financial Advisors and Productivity

– How to create the best model work week, hold yourself accountable, and eliminate self-defeating behaviors. Move up the earning earning pyramid after overcoming overwhelm by eliminating bad habits.

Financial Advisor Productivity: 19 Bad Habits Financial Advisors Can Banish

The Financial Advisor Ideal Client Series

– Where I teach advisors how to speak the language their ideal clients most want to hear and how to attract clients in an authentic manner.

The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series

The Financial Advisor Seminar Marketing Series

– Everything from planning a seminar, crafting the best titles, the seminar invitation, booking appointments at the seminar, being a better public speaker, and marketing tips.

Financial Advisor Seminar Marketing -Planning a Seminar

Financial Advisor Branding

– From Business Cards to brochures and effective website design while working on your value proposition, tagline, headshot, case studies, and more.

11 tips for a better financial advisor brand: branding design ideas


Coaching with ME is the most effective way for YOU to make improvements!

  • Have you ever made a decision to do something, but it never happened? Life and busyness got in the way.
  • Have you ever left a financial conference or workshop pumped up with great ideas to build your career, but it never happened? You couldn’t maintain the commitment.

I know all about the issues that hold you back.

• Too much planning and not enough implementation
• Desire to take short cuts because you want results quickly

Building a highly successful career takes time. Work with me and you will learn the key strategies and activities that are crucial to building the kind of business and career that will give the freedom and income you want.

Develop bigger goals and focus on achieving them!

  • Work on your career and business weekly and be accountable to me.
  • Work with a mentor who understands the best business and career models for financial professionals.
  • Obtain unbiased advice from a business partner focused on your success.

Success doesn’t come without an investment and the best investment you can make is in YOURSELF. Hiring me as your Coach will help you take meaningful action to maximize your business potential.

How do you feel about change?

In order to take your career to the next level you may need to change your mind and your strategies! If nothing changes, nothing will change. I can help you make the changes necessary for real success.

Next Step: Schedule a Consultation

I work with financial advisors and investment industry career professionals. I live in Scottsdale, Arizona but work via phone or Zoom with clients in a wide geographic area. Many of my clients are based on the East Coast in New York, New Jersey, Massachusetts, Maryland, and Florida. I also work with clients from California, Colorado, Oregon, Washington, and Texas as well as Canadian, and international clients.

Connect with Me

Prosperity Coachinh on LinkedInProsperity Coaching on TwitterProsperity Coaching on FaceBookProsperity Coaching on Instagram

Suzanne answers frequently asked questions

What makes coaching effective?
Who hires you as their coach?
Why do people hire you?
Where do you focus with the average client?
What is the Return on Investment (ROI)?

What makes coaching effective?
Having an expert in financial services to help you make changes in your practice and your life is invaluable. You cannot see what I see. I am able to assess where you are now and where you want to go and help you close the gap.

I help you strategize and plan your action steps. I hold you accountable to what you say you’ll do. Your staff, spouse, or manager cannot do this.

After working with clients in the financial world since 2004, I am able to help you more quickly strategize and identify your next steps.

Professional athletes have long known the benefits of coaching and the “edge” it gives them in a competitive environment. Athletes have a coach; why not investment professionals?

Who hires you as their coach?
I work with a wide range of clients who have this in common: they are in the financial field and they want a better life. They know that in order to achieve a better quality of life they will have to seek outside help.

Common situations:

  • Independent advisors who want more financial success in their lives
  • Financial firm leaders who need a confidant on their side
  • Finance executives who want to investigate change in themselves or their career
  • Financial business team members who recognize they need motivation and advice
  • Women advisors and career professionals who want life balance and financial success

Why do people hire you as their coach?
Those who have reached a plateau in their field may need to move beyond where they are now. You may be ready to strategize a new career direction. Or, you may realize that without help to plan your goals and dreams, it may take you too long to find what you’re looking for.

Where do you focus with the average client?
Each person or team is different which is why together we craft a completely custom approach according to your circumstances. I need to know your background, income, your strengths, and your weaknesses. I believe in deepening your strengths and delegating your weaknesses.

What is the Return on Investment (ROI)?
According to FM Magazine, “coaching produced a 529 per cent return on investment and significant intangible benefits to the business.” Plus: “the average return on investment for a company that invested in coaching for its executives is almost six times the cost …”

Additional FAQ

International Coach Federation Logo SmallCoach U Logo SmallCoachville Logo SmallFinancial Planning Association Logo Small
Prospecting that works!

“I have four new prospects this week thanks to Suzanne! She is an excellent motivator who will allow you to see your full potential.”

Edwin C

Financial Advisor

Career Coaching for Finance Professionals

“Suzanne showed me the path to a very lucrative career change. With her help, the transition was easy and financially rewarding.”

Jonathan T

Private Equity

Unique Branding Concepts

“Suzanne’s advice was invaluable when it came time for me to brand my independent financial advisory firm. Our work prior on target market, combined with help selecting my company name and colors and building my website have helped me attract my ideal clients and a consistent flow of leads from my website.”

Shanna T.

Financial Planner & Leader

Achieve Your Goals!

“Since I have been working with Suzanne, my client base has doubled and my recurring revenue has quadrupled. Don’t think twice about hiring Suzanne!”

Kevin G

Financial Advisor

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