The Prosperous Advisor Coaching Blog

Mistake 4: No Business Networking Strategy

Written by Suzanne Muusers on September 6, 2022

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 […]

Mistake 3: Financial Advisors Lack a Value Proposition

Written by Suzanne Muusers on August 27, 2022

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 […]

31 Benefits Financial Advisors Can Use in their Value Proposition

Written by Suzanne Muusers on August 24, 2022

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. […]

Mistake 2: Financial Advisors Should Avoid Template Websites

Written by Suzanne Muusers on August 23, 2022

Financial Advisor Website Mistakes. Many industries have moved their promotions online to take advantage of inbound marketing opportunities, yet financial advisors are slow to follow, often due to compliance regulations. Regrettably, advisors under-utilize online strategies, including custom websites, to grow their firms. Since 2004, I have been a Financial Advisor […]

Mistake 1: Financial Advisors Lack a Target Market or Niche

Written by Suzanne Muusers on August 15, 2022

Financial advisor target markets: TM Development is key to ongoing financial success. One of the top marketing mistakes financial advisors make is to not focus on a niche, or target market. This lack of focus positions you as a generalist who will take any client walking through the door. While […]

Acquiring a Financial Advisory Practice: 5 Ways to Promote a New Firm

Written by Suzanne Muusers on August 8, 2022

Acquiring a Financial Advisory Practice – 5 Ways to Promote a New Firm: one of the many ways to grow your financial advisory practice is through the acquisition of a firm where the owner is seeking to retire. As a Financial Advisor Coach since 2004, I’ve created a huge library […]

Financial Advisors Selling to Corporate Executives

Written by Suzanne Muusers on May 20, 2022

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients. Since […]

17 Seminar Marketing Tips for Financial Advisors

Written by Suzanne Muusers on April 26, 2022

Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […]

7 Signs It’s Time to Hire a Business Development Coach

Written by Suzanne Muusers on March 8, 2022

A little help can go a long way. Business Development Coach: You may be an experienced financial advisor. There’s no doubt about that; however, running a financial advisory business needs a completely separate set of skills if you want to work on Business Development. If you’re not happy with where […]

Financial Advisors Attracting Retirees and Retired Couples

Written by Suzanne Muusers on February 17, 2022

Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]

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