target market Archives - The Prosperous Advisor Coaching Blog

Advisors, 4 Surprising Things Prospects Want to Learn When They Visit your Website

Written by Suzanne Muusers on October 2, 2023

What 4 things do prospects want to learn when they visit your website? Have you ever wondered what happens when a prospect visits your website? What do they want to find out? What kind of information are they looking for? What is it about the information your website provides that […]

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 […]

Recap: 7 Financial Advisor Marketing Mistakes

Written by Suzanne Muusers on September 28, 2022

Recap: 7 Financial Advisor Marketing Mistakes: Are you making mistakes with your marketing? How would you know if you were? You don’t know what you don’t know unless you educate yourself by analyzing your strategic direction, reading marketing blogs and books, and course correcting to avoid problems. Financial Advisor Marketing […]

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 1: Financial Advisors Lack a Target Market or Niche

Written by Suzanne Muusers on August 15, 2022

Financial advisor target markets: TM Development is key to ongoing financial success. One of the top marketing mistakes financial advisors make is to not focus on a niche, or target market. This lack of focus positions you as a generalist who will take any client walking through the door. While […]

17 Seminar Marketing Tips for Financial Advisors

Written by Suzanne Muusers on April 26, 2022

Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […]

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 […]

The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series

Written by Suzanne Muusers on December 6, 2021

Welcome to my Financial Advisor – Ideal Client Blog Post Series. During the next year, I will be helping you identify, target, and market to your Ideal Clients. The term “Ideal Client” is well known in the financial advisory business. It usually refers to the type of client advisors’ would […]

Financial advisor case studies: the proof is in the pudding

Written by Suzanne Muusers on July 27, 2021

If you’re looking for a new way to market your financial advisory practice, please consider writing financial advisor case studies. Although they’re often overlooked as marketing tools, they’re an effective way to give prospects an idea of the results you can bring to the table as a finance career professional. […]

9 challenges women face going through a divorce

Written by Suzanne Muusers on June 8, 2021

Challenges Women Face Going Through a Divorce: As you may have read previously, I have been working with financial advisors since 2004 on their marketing and branding strategies in order to grow their firms. One topic I am very fond of discussing is target marketing because an advisor becomes more […]