Marketing Coach for Financial Advisors

* How do you market your firm?

* What’s the best way to get new clients?

* How are you going to grow over time?

Many financial service firms are stumped when it comes to how to market their company. Does this sound like you? If so, you are not alone.

Studies show that most business owners go into business because they like providing a service or making a product, but most entrepreneurs have never learned how to market effectively.

Hello, I am Suzanne Muusers experienced entrepreneur and Business Coach. I have been working with financial advisors on marketing for the past 20 years. I help you to effectively market your business and achieve your goals.

How does marketing help you?

  • Identify your target market – I don’t believe in targeting the entire market
  • Promote your brand – this is what makes you different
  • Channel a consistent flow of new prospects into your sales funnel
  • Avoid mistakes many financial advisors make

Each company’s Marketing Plan is different because each business is different. There is no perfect way to write a Marketing Plan.

Well thought out plans are written to directly appeal to a specific niche or audience, sometimes called a Target Market.

When you learn how to market your business to a specific niche, your message becomes clear. You begin to attract your Ideal Client.

What is the difference between marketing and sales?

Many people confuse these terms. As I like to say: Marketing is buttering up your prospects and getting them ready to purchase. Marketing helps you establish the relationship so that it is easier to close the sale.

Sales Coaching, on the other hand, is all about learning to be comfortable with your message and asking for the business. Being comfortable with the sales process is the key to closing more business.

Many prospective clients are not ready to buy the first time they come into contact with your company. That’s why you have to GRAB prospects and get them into your “funnel” so that they can get to know you. It takes time to establish a relationship with your prospects and generally, the more expensive your product or service, the longer the sales cycle.

11 Killer Marketing Concepts:

financial advisor marketing coach - 11 killer marketing concepts

• 1. Create your message – your unique value proposition (UVP)

• 2. Develop create an effective tagline

• 3. Write an effective 30 Second Elevator Speech

• 4. Implement a referral campaign

• 5. Target affluent clients

• 6. Use the best newsletters

• 7. Obtain referrals from centers of influence (COI)

• 8. Build an email marketing list

• 9. Which client events work well

• 10. Use Inbound Marketing or Digital Marketing to direct prospects right to your front door

• 11. Use Visual Marketing to attract more clients

What are your marketing goals?

target your market

How many new clients do you want this year?

Start thinking in terms of what’s possible. If you put your mind to bringing in new clients, what would that look like?

What revenue goal would make you happy?

Start thinking bigger about your business income. To live a better life, how much income do you need?

Which marketing tactics make sense for you?

If you’ve never tried social media marketing, does that make sense for your firm? What are you going to do differently this year?

Building a great business is not just about writing a winning Marketing Plan, it’s about getting your small business into shape. It’s about thinking five years in the future. It’s about stepping into the shoes of your target client and seeing your business from their point of view.

When you work with me as your Marketing Coach, I help you look at the bigger vision of what you want to accomplish. I believe in business growth and personal growth, so I will ask you to commit to reading and growing you skills. Please see my Suggested Reading List.

What are examples of Financial Advisor Digital Marketing or Inbound Marketing?

Examples of financial advisor inbound marketing digital marketing

Are Digital Marketing / Inbound Marketing Tactics more time intensive? Well, let me ask you a question: How much time would it take to go out and market using traditional Outbound Marketing Tactics? I’ll answer for you! If you’ve been in business 5+ years and you’re spending 25% of your time marketing in a 40 hour work-week, that’s 10 hours a week!

How much time would you spend on Digital Marketing? Way less than that!

Here are some examples of Digital Marketing:

  1. Search Engine Optimization (SEO)
  2. Landing pages to attract specific target markets
  3. Social Media like Facebook, LinkedIn, Twitter, Instagram
  4. Infographics that are optimized to attract specific target markets
  5. Videos that are optimized to eliminate PAIN for specific target markets

You don’t know what you don’t know

As a Financial Advisor, you know financial planning and investment management, but you may not know marketing. That’s where I come in.

The last word on marketing

All the information in the world will not bring you new revenue. There’s plenty of information out there about how you can grow your business and make a better life, but if you try to go it alone, you’re not likely to make it happen. I can help you get clear on what makes you unique and HOW you can best market your firm. Coaching works!

I can help!

I have been coaching Financial Advisors and Investment Managers on Business Development Coaching since 2004! I help you build a professional business where you are growing and becoming the person and firm you’ve always wanted. Consider completing the Consultation Form to explore how we may work together.

Get Free EBook

10 Powerful Marketing Tactics

What Clients Say

“Suzanne’s advice was invaluable when it came time for me to brand my independent financial advisory firm. Our work prior on target market, combined with help selecting my company name and colors and building my website have helped me attract my ideal clients and a consistent flow of leads from my website.”

Shanna T.

Financial Planner & Leader

“Don’t think twice about hiring Suzanne. Give coaching the time it deserves, be open, and trust that Suzanne will keep you on the right track.”

Kevin G.

AIF, CRPC, Financial Advisor, New Jersey

“I highly recommend Suzanne’s services to anyone who is interested in growing their business and maintaining a healthy balance outside of work as well.”

Monica B.

Holistic Practitioner

“Working with Suzanne has helped me to develop a distinctive brand. Having a cohesive brand gives me the confidence to network with and approach high level prospects. If I had not hired Suzanne, I would not have made this progress.

Nicholas E.

CFP® New York

“I truly feel that without Suzanne’s guidance, my business would not have flourished. Her expertise in my field helped me produce the results I needed more quickly. But most importantly, she made me safe enough to recognize the weaknesses in my business (and myself). You can fix anything once you recognize the problem!!”

Peggy B.

Financial Planner ChFC, CLU, AEP, IAR

International Coach Federation Logo SmallCoach U Logo SmallCoachville Logo SmallFinancial Planning Association Logo Small

Home  |  Financial Advisor Coaching  |  Investment Industry Coaching  |  Shop  |  Blog  |  Articles  |   Resources  |  About  |  Contact Us

Art Guy Creative