Suzanne Muusers - Financial Advisor Coach

Suzanne Muusers has been coaching financial advisors since 2004 on prospecting, marketing, and branding and how to attract your ideal clients.

Financial Advisors: Attracting and Working With LGBTQ Couples

Financial Advisors: Attracting and Working With LGBTQ Couples

Financial Advisors: Attracting and Working With LGBTQ Couples. As a Financial Advisor Coach working with advisors since 2004, I have noticed more and more advisors who want to work with and attract LGBTQ clients and couples. Nowadays, the LGBTQ community has more support from the international community than ever before; […]
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financial advisor business card tips

19 Tips Financial Advisors Can Use for a WOW Business Card

Great financial advisor business cards are extremely important as a part of the branding strategy for financial advisors. In fact, business cards can be used to position your firm as a market leader. Some may think the “calling card” is a thing of the past, but they are simply wrong. […]
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financial advisor marketing mistakes

Recap: 7 Financial Advisor Marketing Mistakes

Recap: 7 Financial Advisor Marketing Mistakes: Are you making mistakes with your marketing? How would you know if you were? You don’t know what you don’t know unless you educate yourself by analyzing your strategic direction, reading marketing blogs and books, and course correcting to avoid problems. Financial Advisor Marketing […]
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Financial advisors can sell the value of financial planning

Mistake 7: Failing to Sell the Value of Financial Planning

Financial planning and investment management are not products that can be bought at the supermarket. They don’t help alleviate hunger. They don’t quench thirst. The real benefits are challenging to explain. Yet financial advisors often fail to sell the value of financial planning and the benefits of working with them, […]
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financial advisors can sell the dream of financial planning

Mistake 5: Financial Advisors Fail to Sell the Dream

Marketing and prospecting are the twins of financial advisor success. Unfortunately many advisors don’t actively market and promote their businesses. They rely on the tortoise approach to growth: 2-3% annually by sheer luck. This is the 5th installment in my series about financial advisor marketing mistakes in which I detail […]
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top financial advisor networking groups

Mistake 4: No Business Networking Strategy

Business networking strategy: I’m a big believer in business networking. I feel that it’s very important for financial advisors to get out of their offices and meet other business professionals, community leaders, and those who may need their services. The trouble is, most financial advisors do NOT build networking into […]
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3 financial advisor value proposition strategies

Mistake 3: Financial Advisors Lack a Value Proposition

Financial advisor value propositions: A value proposition is essential for financial advisor firms to clearly communicate what they offer their ideal clients yet creating one is often a confusing process that is greatly misunderstood. Many financial firms either lack a value proposition or present it so that it’s hidden in […]
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31 benefits financial advisors can use in their value propostion

31 Benefits Financial Advisors Can Use in their Value Proposition

Are you making the mistake of focusing too much on features you provide rather than benefits clients are seeking? Never forget, prospective clients always want to know: “What’s in it for me?” 31 Benefits Financial Advisors Value Proposition! Here are 31 Benefits financial advisors can use in their Value Proposition.  […]
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