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The Two Page Mini Business Plan
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$59.99
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Sample Business Plans
Tax Deductible
6-Day E-Course
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You would pay over $3000 to learn this information if you coached with me for my minimum 6-month commitment! What’s the program worth? It’s PRICELESS and I’m practically giving it away!
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The Two Page Mini Business Plan for Professional Coaches
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Sample Business Plans
Tax Deductible
6-Day E-Course
Immediate Download
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You would pay over $3000 to learn this information if you coached with me for my minimum 6-month commitment! What’s the program worth? It’s PRICELESS and I’m practically giving it away!
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The Two Page Mini Business Plan for Financial Advisors
Price (US dollars)
$59.99
30-Day Money Back Guarantee
Sample Business Plans
Tax Deductible
6-Day E-Course
Immediate Download
Fill-in-the-blank Template
You would pay over $3000 to learn this information if you coached with me for my minimum 6-month commitment! What’s the program worth? It’s PRICELESS and I’m practically giving it away!
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90 Days to New Clients Prospecting Program
My highly successful system focused on getting new clients, getting productive, and ramping up your prospecting plan.
BIG Bonus!
You’ll also get my E-Book "29 Surefire Ways to Prospect for New Clients"
Tidbit:
Only 31% of firms moving b/d’s had a written Marketing Plan in 2014*
*Fidelity Institutional
Don’t attempt to brand on your own and fail.
Let me help you get it right!
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Nine Mistakes Advisors Make with Their Brand
Life isn’t rewarding if you work 80 hours a week and then take your iPhone on vacation. The good life is enjoying quality time with family and friends.
What does a better life mean to you?
A good quality of life means experiencing the best things life has to offer, whatever that means to you. Could that mean relaxing on the beach with your drink of choice while reading a book? Could that mean traveling to interesting locations, dining in fine restaurants, and enjoying your life?
What you need is a better business, more income in your career, and someone to help you get there. That person is me!
Connect with Me
“I have four new prospects this week thanks to Suzanne! She is an excellent motivator who will allow you to see your full potential.”
Edwin C
Financial Advisor
“Suzanne showed me the path to a very lucrative career change. With her help, the transition was easy and financially rewarding.”
Jonathan T
Private Equity
“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
“Since I have been working with Suzanne, my client base has doubled and my recurring revenue has quadrupled. Don’t think twice about hiring Suzanne!”
Kevin G
Financial Advisor
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“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
Experience
Since 2004 I have worked with many financial advisors from all walks of life. Because I am an independent coach I customize my approach to suit the client’s needs and business model.
Broker/dealer world
I have worked with advisors with the following broker-dealers: Cambridge, Commonwealth, Raymond James, LPL, Edward Jones, Morgan Stanley, Merrill Lynch, Genworth, MetLife, Geneos, Axa, ING, Principal, Waddell and Reed, Woodbury, NPC, Ameriprise, Wells Fargo, Chase, North Western Mutual, and more.
RIA
I also work with registered investment advisors, fee-only advisors, IAR’s, and other independent advisors.
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