Financial Advisor Branding Archives - The Prosperous Advisor Coaching Blog

19 Tips Financial Advisors Can Use for a WOW Business Card

Written by Suzanne Muusers on October 27, 2022

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. […]

Mistake 6: Financial Advisors Lack a Professional Brand

Written by Suzanne Muusers on September 19, 2022

Branding is the foundation of any successful financial firm yet many financial advisors lack this vital tool in their marketing tool chest. This is mistake 6 in my series on marketing mistakes advisors make. Where financial advisors start their careers Many advisory firm founders start out in wirehouses, which is […]

Financial Advisor Taglines: FAQ, Slogans, Examples, and More

Written by Suzanne Muusers on August 11, 2021

Financial Advisor and Wealth Management Taglines UPDATED: AUGUST 11, 2021 If you’ve been following me, you know that I am a big believer in using effective taglines to BRAND YOUR FIRM and communicate with prospects and clients, both consciously and subconsciously, regarding your brand benefit. It’s been awhile since I’ve […]

Financial advisor case studies: the proof is in the pudding

Written by Suzanne Muusers on July 27, 2021

If you’re looking for a new way to market your financial advisory practice, please consider writing financial advisor case studies. Although they’re often overlooked as marketing tools, they’re an effective way to give prospects an idea of the results you can bring to the table as a finance career professional. […]

Do You Like Your Headshot? 8 Steps to Take a Good Financial Advisor Headshot

Written by Suzanne Muusers on July 22, 2021

If you’re running your own financial advisory firm, you are literally the face of your business. Being the face of the business, you’ll need to treat your financial advisor headshot not only as a way of allowing potential clients to know how you look but also as a part of […]

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

Written by Suzanne Muusers on July 14, 2021

Branding design ideas for financial advisors! I have been working with Financial Advisors on their Branding since 2004! Branding your practice has many benefits, the least of which is to stand out from the multitude of financial advisors competing for the same clients. Since purchasing decisions are mostly made subconsciously, […]

Interior office design and client engagement for financial advisors

Written by Suzanne Muusers on December 21, 2020

Over the years, interior designers, researchers, and coaches like myself, have experimented with elements that impact client engagement and buying decisions through office design, which is part of your financial advisor brand. A traditional financial advisor’s office has a chair with a desk, and the client sits across the desk, […]

Your vibe attracts your tribe – authentic blogging for financial advisors

Written by Suzanne Muusers on August 17, 2020

Your vibe attracts your tribe – authentic blogging for financial advisors Be real, be authentic. As a Coach for financial advisors, I recommend blogging as a digital marketing strategy in your Business Plan. Because our lives have become more and more digital or virtual, we tend to crave something […]

Should financial advisors create a personal or business brand?

Written by Suzanne Muusers on July 29, 2020

Should financial advisors create a personal or business brand? For financial advisors, building a business brand may be the better choice. As an Executive Coach for financial advisors, Branding is one of they topics I most enjoy working on with my clients. Financial planning and investment management can be […]