referrals Archives - The Prosperous Advisor Coaching Blog

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 […]

10 smart ways to get more clients as a virtual financial advisor

Written by Suzanne Muusers on June 23, 2020

10 Smart Ways to Get More Clients as a Virtual Financial Advisor This post is part of a series on being a virtual financial advisor. I’ve been a virtual coach for financial advisors since 2004, and now that we are going through a pandemic, it seems only fitting that I […]

Financial advisor marketing strategy: leads groups and networking groups

Written by Suzanne Muusers on September 26, 2019

Leads groups and networking groups: As a financial advisor, there are a lot of ways you can get new clients. New clients can find you online. You might get referrals from current clients. You could meet new clients at events. If you are looking to get new clients, you might […]

Financial advisor marketing strategy: leveraging centers of influence

Written by Suzanne Muusers on June 27, 2019

When it comes to marketing your financial advisor practice, you probably are considering a number of options. Things such as web marketing, direct marketing, and public relations are examples. Have you thought though about leveraging centers of influence? Leveraging centers of influence can be a great way to increase your […]

What are the influences and motivations of a financial advisor’s target market?

Written by Suzanne Muusers on May 13, 2019

As a financial advisor you need to know your target market. If you don’t know who your potential clients are and their characteristics, how can you find them and win their business? Additionally, if you aren’t focused on a specific group and simply market your business to anyone, you might […]

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

Written by Suzanne Muusers on January 15, 2018

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]