zoom Archives - The Prosperous Advisor Coaching Blog

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 […]

Virtual financial advisor tools for the new normal

Written by Suzanne Muusers on September 22, 2020

Virtual Financial Advisor Tools for the New Normal You’ll new need tools in your virtual toolbox to thrive in the new normal. As more and more financial advisors begin to work from home, virtual project management tools and software have improved dramatically. Many years ago, virtual conferencing calls were only […]

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 […]

How financial advisors can be virtual and remote using Zoom

Written by Suzanne Muusers on April 23, 2020

As a financial advisor have you considered transitioning to a virtual and remote business model? Maybe you have run your business at times remotely or you may have only thought about it. Although working remotely isn’t for every financial advisor, it can have its benefits. This article is all about: […]