elevator speech Archives - The Prosperous Advisor Coaching Blog

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 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 […]

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 advisors: what are the elements that make up a brand?

Written by Suzanne Muusers on May 12, 2020

What is financial advisor branding? What does it really mean? A Brand can be such a mysterious concept that unless one is familiar with the definition of Branding, it’s easy to be confused. In this blog post, I will help you understand what are elements that make up a brand […]

Financial Advisor Elevator Speech – Use a Template That Works

Written by Suzanne Muusers on April 11, 2012

Do you have your message down? Can you succinctly say what you do, who you do it for, and how they benefit? I know we all have trouble with this, even me – the Business Coach. Sometimes it rolls off my tongue, and sometimes it doesn’t. I’ll tell you one […]