Client Appreciation Event Archives - The Prosperous Advisor Coaching Blog

Financial Advisor Marketing Ideas: Referral Scripts Galore

Written by Suzanne Muusers on December 1, 2021

Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? Why do we get flustered and awkward with our words? Or, why do we NEVER ask for referrals? Because we don’t know what to say! This is where learning HOW to ask for referrals […]

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 […]

20 financial advisor client event ideas during COVID

Written by Suzanne Muusers on January 12, 2021

If you’re a financial advisor, then one of the many ways to build a long-term clientele is to show appreciation. And, one way to show appreciation to your clients is by hosting client appreciation events. As a Coach for Financial Advisors since 2004, I have been a big advocate for […]