value proposition Archives - The Prosperous Advisor Coaching Blog

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 3: Financial Advisors Lack a Value Proposition

Written by Suzanne Muusers on August 27, 2022

Financial advisor value propositions: A value proposition is essential for financial advisor firms to clearly communicate what they offer their ideal clients yet creating one is often a confusing process that is greatly misunderstood. Many financial firms either lack a value proposition or present it so that it’s hidden in […]

11 tips for a better financial advisor brand: branding design ideas

Written by Suzanne Muusers on July 14, 2021

Branding design ideas for financial advisors! I have been working with Financial Advisors on their Branding since 2004! Branding your practice has many benefits, the least of which is to stand out from the multitude of financial advisors competing for the same clients. Since purchasing decisions are mostly made subconsciously, […]

Financial advisors: what are the elements that make up a brand?

Written by Suzanne Muusers on May 12, 2020

What is financial advisor branding? What does it really mean? A Brand can be such a mysterious concept that unless one is familiar with the definition of Branding, it’s easy to be confused. In this blog post, I will help you understand what are elements that make up a brand […]

3 Reasons Clients Are Saying NO to Financial Advisors

Written by Suzanne Muusers on February 25, 2019

Prospective clients come into your office. You have a great talk. They present issues they need help with and you explain that you can certainly help them. They may have been referred to you by a client or a Center of Influence (COI), or they may have found you through […]

Your Brand: Designing a Custom Financial Advisor Brochure

Written by Suzanne Muusers on June 13, 2017

What reaction do you want prospects, centers of influence, and clients to have when you present your custom-designed brochure? You want them to say verbally “Wow. Nice brochure.“ And you want them to think subconsciously “I am impressed by this financial advisor. They present themselves well and they offer what […]

How Much Are Financial Advisors Worth?

Written by Suzanne Muusers on March 25, 2013

I’m not talking about Net Worth. I mean your VALUE. How much is your experience, problem solving skills, and knowledge worth? This week I’ve been coaching several clients who are working through the true value of their services. Do you struggle with your own worth? There seems to be […]

13 Signs You Need to Update Your Financial Planning Brand

Written by Suzanne Muusers on October 5, 2012

You don’t have a logo You have a blog without a WOW banner Your website or blog banner features no images Your brand is missing a tagline Your brochure is an off the shelf tri fold devoid of custom content Your financial practice name is your own name You haven’t […]

4 Ways to Appeal to Affluent Prospects With Your Brand

Written by Suzanne Muusers on October 5, 2012

Targeting affluent prospects is not an easy task. That’s why there is no simple answer to how to appeal to affluent prospects. Accomplishing this task does not involve a get rich quick scheme, an effortless answer, or a magical technique. The affluent are complicated people with complex issues. Learning to […]