Success Strategies Archives - The Prosperous Advisor Coaching Blog

When Should a Financial Advisor Hire a Junior Advisor?

Written by Suzanne Muusers on May 6, 2019

Why hire a junior advisor? I’ve been working with financial advisors on practice management and business development since 2004! I’ve seen every type of advisor, business model, and financial advisor brand that you could imagine. In the evolution of your practice, every financial advisor gets to a point in their […]

5 Client Appreciation Events That Create Engagement

Written by Suzanne Muusers on November 7, 2014

Client appreciation events build engagement and trust and should be a part of every financial advisor’s business plan. How do you make your clients so happy that they rave to their friends and relatives about the service you provide? How do you focus on your existing clients rather than beating […]

An Interview with Susan Weiner on Her New Book: Financial Blogging

Written by Suzanne Muusers on August 12, 2013

Susan Weiner, CFA, helps financial professionals with their writing skills so they can attract clients to their firms. Susan has a popular blog, Investment Writing, where she provides tips on how to be a better writer. I have known Susan for quite some time through social media. In fact, Susan […]

Worthwhile Investments for Personal and Business Growth

Written by Suzanne Muusers on March 1, 2013

Business development Personal growth Business skills As a financial advisor you advise clients on where to invest their assets. But where should you spend your valuable money when it comes to investing in your own skills and practice growth? The answer to this question varies depending upon your personal circumstances. […]

Is it worth it to keep difficult clients?

Written by Suzanne Muusers on February 20, 2013

Part of creating a model practice and attracting quality clients is identifying the work you put into small accounts and difficult clients. The lower end of your client list can take up your time not to mention the liability issues. Clients with considerable assets who are rude, difficult to deal […]

Monday Motivation – How to Start Thinking Positively

Written by Suzanne Muusers on September 24, 2012

Do you consider yourself a positive person? Do your friends think you are a positive person? There is much written about having a positive attitude and thinking in a positive manner, yet I have found that many people do not think positive. It can be challenging to think in a […]

Monday Motivation – Never Give Up

Written by Suzanne Muusers on September 17, 2012

Never, never, never give up – Winston Churchill this is one of my favorite quotes. It personifies determination and strong will. Have there been times in your life where you felt you lacked motivation? Have there been times when you just couldn’t summon the energy to get something done? It’s […]

Monday Motivation 9/10/2012

Written by Suzanne Muusers on September 10, 2012

Even if you don’t feel like it, move ahead. You’ll achieve more in the long run than not doing anything. Action cures indecision!

The Great Work-Cation Experiment –Blending Work and Vacation

Written by Suzanne Muusers on September 6, 2012

I am back from my month long vacation. I feel rested, energized, and ready to dive right back into work. Well, I have to disclose here that it wasn’t really a VACATION per se. It was really a WORK-CATION, a new phrase I have coined about blending work and vacation. […]