Coaching for Investment Professionals

Coaching for the Investment Industry: Want to grow your skills, expand your horizons, or update your personal brand? Coaching is all about GROWTH. Business growth. Personal growth. Career growth.

Hello. I’m Suzanne Muusers, Executive Coach for the finance and investment services professions. I coach private bankers, private equity & venture capital professionals, hedge fund managers, and investment executives to achieve their business and career goals.

Since 2004, I have helped hundreds of finance professionals assess their strengths, their leadership style, and their growth opportunities. I am professionally trained through Coach U as well as a long-time successful business owner.

I work via phone with clients nationwide. Clients have two phone appointments with me monthly and have access to my Private Client Website with all my coaching programs.

coaching for investment professionals

What is the Return on Investment (ROI) for Coaching?

According to FM Magazine, “coaching produced a 529 per cent return on investment and significant intangible benefits to the business.” Plus: “the average return on investment for a company that invested in coaching for its executives is almost six times the cost …”

Goals are dreams with deadlines

I help you clearly define your business and professional goals and then help you create a plan to implement change, helping you achieve your goals. I focus on leadership development, strategic business direction, and successful strategic alliances. My clients work towards a lifestyle of increased wealth, freedom, and happiness.

Coaching for Investment and Private Bankers

* Improve productivity and prospecting
* Create a pipeline of new business through networking
* Find new career opportunities

Coaching for Portfolio Managers / Hedge Fund Managers

* Manage to the best of your abilities
* Improve you and your staff’s behavioral competencies
* Grow the firm’s income by implementing new strategies

Coaching for Private Equity / Venture Capital Professionals

* Support for leaders in implementing new strategies
* Onboard new leaders and cultivate future leaders in your firm
* Increase individual effectiveness
* Career coaching to implement job search strategies

Coaching for Finance Executives

* Support for senior leaders, CEO’s, and CFO’s in the finance field
* Mindset shifts, setting objectives, skill building, communication skills, time management, emotional intelligence (EQ)
* Mentoring and coaching

Assisting Corporations

* Invest in and retain your best advisors through coaching
* Demonstrate beneficial career paths for top producers
* Motivate high performers by helping them work on emotional intelligence
* Decrease the likelihood of losing key talent to competitor poaching

What are the benefits of Coaching?

Coaching can help you create a better career and a great life. Review the coaching questions below:

• 4 Coaching Questions
• Your strategy for career growth
• Your strategy for personal growth
• New skills or behaviors
• Maximize your opportunities

4 Coaching Questions to Get You Started

Here are 4 areas we may cover in your coaching sessions. What I want for my investment executive clients is to think deeply about where they are going. Success is not an accident. Coaching with me means you will think strategically and work weekly towards your goals.

1) What is your strategy for career growth this year?

A strategy is a broad approach to accomplishing a goal. A good strategy positions you well for growth and allows you to take full advantage of your skills while delegating your weaknesses. In the investment industry, it pays to be strategic about your career success.

personal growth

2) What is your strategy for personal growth this year?

I believe that growing your skills on an ongoing basis is the key to career success. As a financial leader, I encourage you to learn, grow, and develop a strong Personal Brand. That’s why I may ask you to select several books from my Suggested Reading page.

3) What new skills or behaviors will you work on this year?

The definition of insanity is doing the same thing over and over and expecting different results. I want you to grow your skills in order to achieve expertise. I will ask you to declare areas of improvement.

4) What 3 things do you need to do more effectively this year?

There is always room for improvement. How are you going to improve this year while you are coaching with me? Do you need to improve your communication skills? Are you allowing career opportunities to slip through the cracks? Are you effectively leading your team?

Geographic areas served:

The Internet has made working with me as your coach very convenient and allows me to share my expertise worldwide. I work with clients based in San Francisco, New York, New Jersey, Florida, London, Brussels, Paris, The Netherlands, India, Dubai, Kuwait, Hong Kong, Singapore, Thailand, and many other regions.

Have questions?

I am Suzanne Muusers, Finance Career Coach since 2004. If you have questions about this service, please book a call, email, or call (480) 463-3171.

I am located in Phoenix, Arizona but coach clients worldwide.

Mailing Address:

Suzanne Muusers – Prosperity Coaching LLC
2030 W Baseline Rd # 182-4587
Phoenix, AZ 85041

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