model work week Archives - The Prosperous Advisor Coaching Blog

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 […]

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 […]

The Best Financial Advisor Weekly Schedule

Written by Suzanne Muusers on January 28, 2013

Do you have a productive Financial Advisor Weekly Schedule? Being unproductive is a huge roadblock to financial success. I have been coaching financial advisors since 2004, and 99% do not have a Model Work Week with a focus on their top priorities. They could be time blocking for client meetings […]