marketing Archives - The Prosperous Advisor Coaching Blog

Financial Advisors: Attracting and Working With Medical Professionals

Written by Suzanne Muusers on August 2, 2023

Financial Advisors: Attracting and Working With Medical Professionals. As a financial advisor, working with medical professionals is both rewarding and lucrative. Doctors, nurses, radiologists, anesthesiologists, emergency medical technicians, physician assistants, optometrists, pharmacists, psychiatrists, psychologists, and other people working in the medical field have high incomes, complex financial needs, and long-term […]

Financial Advisors: Attracting and Working With LGBTQ Couples

Written by Suzanne Muusers on December 6, 2022

Financial Advisors: Attracting and Working With LGBTQ Couples. As a Financial Advisor Coach working with advisors since 2004, I have noticed more and more advisors who want to work with and attract LGBTQ clients and couples. Nowadays, the LGBTQ community has more support from the international community than ever before; […]

Financial advisors attracting small business owners

Written by Suzanne Muusers on January 10, 2022

Welcome back to my blog and today’s post: Financial advisors working with or marketing to small business owners. This blog post is part of the Ideal Client Blog Post Series which I announced last month. In today’s post, you’ll learn about a target market that you may have overlooked, why […]

7 Financial Advisor Marketing Strategies To Grow Your Firm

Written by Suzanne Muusers on December 9, 2019

There are many ways a financial advisor can market their practice. Through a 7 article series on this blog, I have presented 7 marketing strategies that I think are particularly effective. They focus on leveraging different markets, social media marketing, lead generation, and media relations. By implementing these strategies you […]

How financial advisors can build engagement with prospective clients

Written by Suzanne Muusers on November 25, 2019

As a financial advisor, you know the importance of prospective clients. Prospective clients can turn into current clients, and current clients are who you provide service to as a financial advisor. One way prospective clients transition into being current clients is through building engagement with them through your conversations, follow […]

Financial advisor marketing strategy: How to use Canva to promote your practice on social media

Written by Suzanne Muusers on November 11, 2019

Financial advisors – use Canva to promote your practice on social media: As a financial advisor, one way you can connect to current and potential clients is through social media. Social media can be a great tool for financial advisors because you can reach a large number of current and […]

Financial advisor marketing strategy: 3 ways to get the best press for your firm

Written by Suzanne Muusers on October 14, 2019

Three ways to get the best press for your firm: As a financial advisor executive, with your own business, you often have to find ways to get the word out. How do you let potential clients know about you and the services you offer? Although there are a number of […]

Financial advisor marketing strategy: market to corporate executives

Written by Suzanne Muusers on August 31, 2019

One important thing for any financial advisor, is that they identify their target market or markets. As a financial advisor, you may be thinking about targeting a variety of different groups. For example, you might consider retirees, potential clients in a geographic area, or clients with a net worth above […]

Financial advisor marketing strategy: social media marketing that works!

Written by Suzanne Muusers on August 22, 2019

Introduction We live in a social media world. At any given moment, there are millions of people posting, sharing, liking, and following. It’s part of daily life. Social media isn’t just for personal use. There’s more to it that sharing vacation photos. Social media can be a powerful marketing tactic […]