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. […]

Recap: 7 Financial Advisor Marketing Mistakes

Written by Suzanne Muusers on September 28, 2022

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 […]

Mistake 7: Failing to Sell the Value of Financial Planning

Written by Suzanne Muusers on September 26, 2022

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, […]

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 […]

Mistake 5: Financial Advisors Fail to Sell the Dream

Written by Suzanne Muusers on September 12, 2022

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 […]

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 […]

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