affluent clients Archives - The Prosperous Advisor Coaching Blog

Financial Advisors: Finding the Elusive Wealthy Client

Written by Suzanne Muusers on June 12, 2023

Financial Advisors: Finding the Elusive Wealthy Client. Where are they hiding? How can you find them? You know who I’m talking about: the affluent. The clients with the assets. HNW or UHNW. The clients with the money to invest. With you. I’ve been working with financial advisors since 2004! I […]

Financial services financial advisors can offer the affluent, HNW, UHNW

Written by Suzanne Muusers on October 26, 2021

Financial Services to Offer the Affluent, HNW, UHNW I have been working with financial advisors and wealth managers since 2004. Of course, most of my clients would prefer to be working with more HNW and UHNW affluent clients, yet doing so requires a skill set that many don’t have. What […]

Questions to ask yourself when considering your financial advisor business model

Written by Suzanne Muusers on November 10, 2020

Questions to Ask Yourself When Considering Your Financial Advisor Business Model As a Coach for Financial Advisors, I know a lot is required for you to set up a successful financial advisory business. You should always be ready to sacrifice your time and resources to ensure that your practice set […]

What Do Affluent Clients Want From a Financial Advisor? 5 key lessons

Written by Suzanne Muusers on June 4, 2012

Affluent clients are out there looking for a new financial advisor! What Do Affluent Clients Want From their Financial Advisor? Affluent clients’ concerns: Affluent, HNW, and UHNW clients are concerned about their wealth, their future, and the legacy they’ll leave their children. And they your need help. Nearly 66% of […]