marketing plan Archives - The Prosperous Advisor Coaching Blog

7 Signs It’s Time to Hire a Business Development Coach

Written by Suzanne Muusers on March 8, 2022

A little help can go a long way. Business Development Coach: You may be an experienced financial advisor. There’s no doubt about that; however, running a financial advisory business needs a completely separate set of skills if you want to work on Business Development. If you’re not happy with where […]

Financial Advisors Attracting Retirees and Retired Couples

Written by Suzanne Muusers on February 17, 2022

Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]

4 Must-Read Marketing Books for Financial Advisors

Written by Suzanne Muusers on June 4, 2019

As a financial advisor you’re always learning. You might be taking classes or reading blogs like this one. Another way you’re learning, is by reading books. Books are a great resource for financial advisors. They can provide in depth information, be a steady resource to turn to, and provide a […]

7 Ways to Take Control of Your Practice Today

Written by Suzanne Muusers on July 18, 2017

Are you a financial advisor getting through the week by the skin of your teeth? Is there just enough time to get through paperwork, put out fires, tackle email, meet with clients, and before you know it, it’s the end of the week? If so, your business is running you […]

Smart Prospecting: What is a Financial Advisor Power Hour?

Written by Suzanne Muusers on June 30, 2016

If you’ve read my blog for the last 11 years, you know that I’m a big believer in being productive, spending time prospecting, and being focused on people! These are the key business tasks that make a big difference in growing a financial advisor’s income. Having a Financial Advisor Power […]

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 […]