centers of influence Archives - The Prosperous Advisor Coaching Blog

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 […]

Challenges women face – 14 ways financial advisors can prospect to women | get more female clients

Written by Suzanne Muusers on March 11, 2021

In all the years I have been helping financial advisors with prospecting , I have rarely come across an advisor who has strategically identified how to prospect to women effectively, by understanding women’s challenges. Prospecting is all about the strategic identification of an opportunity and implementing a new workflow generating […]

Financial advisor marketing strategy: leveraging centers of influence

Written by Suzanne Muusers on June 27, 2019

When it comes to marketing your financial advisor practice, you probably are considering a number of options. Things such as web marketing, direct marketing, and public relations are examples. Have you thought though about leveraging centers of influence? Leveraging centers of influence can be a great way to increase your […]

39 Financial Advisor Marketing Ideas That Rock

Written by Suzanne Muusers on May 3, 2019

Need to come up with some really awesome ideas for your practice? Stuck in a rut with your marketing? Need a kick in the rear to get going? Financial Advisor Marketing Ideas I’ve been working with Financial Advisors as a Business Coach since 2004 and I’ve learned that many advisors […]

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

Written by Suzanne Muusers on January 15, 2018

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]

Financial Advisor Productivity: 19 Bad Habits Financial Advisors Can Banish

Written by Suzanne Muusers on July 3, 2013

Financial Advisor Productivity Mistakes Richard arrived at the office at 9:30am, set his stuff down, sashayed over to the coffee maker and poured himself a cup of Joe. He hung around talking to Jim about the news of the day. He caught up with Kathy and got the skinny on […]

Marketing Question: How do you target a specific audience in your marketing?

Written by Suzanne Muusers on September 25, 2012

Marketing Question: How do you target a specific audience in your marketing? If you’ve been following me since 2004, you’ll notice that one of the things I say over and over again is that you must target a specific audience in your marketing. If not, you are just like every […]