Coaching Testimonials

Please review the testimonials below to learn how I help my clients grow personally and professionally.

I maintain client / coach confidentiality: My clients, because of the nature of their work, do not have the time or are unwilling to speak about their situation, often due to privacy concerns. For this reason, I am unable to provide references unless noted below.

Links to testimonials / Financial Advisors Business Development / Finance Career and Job Search / Finance Executives

Article in Barron’s

Article INVESTOR’S BUSINESS DAILY What Skills Do You Need To Thrive As A Financial Advisor?


Podcasts I’ve been mentioned on:

Kitces / Olivia Summerhill

Kitces / Shanna Tingom


**Reviews & References:

For others’ opinions about working with me, please do a Google search for “Suzanne Muusers Reviews” and you will find my reviews on a national review site. Please note: I declined to pay this site for advertising, so they list my reviews under “Reviews that are currently not recommended.

Here are screenshots of my 5-star reviews on Yelp:

Here are screenshots of my business anniversary posting on LinkedIn

Executive Coaching Testimonial & Reference: Steve Leininger, CPA/PFS

“So what exactly did I gain from working with Suzanne and Executive Leadership Coaching? Suzanne has this gift of seeing through the words and getting to the heart of the issue. Once those issues were understood, she was able to step by step help me work through things that kept me from being the leader I needed to be. And it stuck. Sure, my income went up 30%, but it went up with less stress and greater confidence. I learned how to delegate better, be more emotionally present, both at work and at home. My wife and my employees commented that something was very different. They felt understood and included. During our time together our firm experienced a partnership “change.” Suzanne helped me to rise to the level of leadership needed to power through the inevitable pain. I came out of it much happier and even more passionate about the work I did and the people I work with. My favorite part of working with Suzanne is that she was able to teach me the skills necessary to move forward in a profound way. I appreciated being called out several times when I wasn’t holding up my end. She was easy to work with, but didn’t allow me to get too comfortable. I shudder to think of the cost, both in dollars, and in lost opportunities had I not had her guiding hand. If someone was considering hiring Suzanne I would say not to do it. Unless…you wanted less stress, greater connection to the people around you, and a lot more fun at work – unless you are looking for a transformation. She is all about developing executive leaders. If you happened to make a lot more money as a byproduct – that is just an added benefit.

I am happy to discuss my experience with Suzanne. Feel free to call me at 925-351-4996.”

I cannot believe it has been about a year since we first began to work together. Everything we did together has helped me so much. I received the raise we had worked towards in March and my relationship with my boss has gotten a lot better. In addition, since you helped me update my LinkedIn I started getting buy side equity recruiters reaching out to me with jobs that really fit with my skills set. I cannot thank you enough for all your help.”

Christina S., CFA. Research Analyst

“Suzanne was ‘spot-on’ in how I should position my skills and personal brand to stand out and attract my dream job. Without her help, I would still be stuck in inertia, not taking any action.”

Felicia C. Portfolio Manager

“The investment industry job search coaching I have received from Suzanne has been life-altering for me at this phase in my career. I was at an impasse and could not see my next steps. Suzanne helped me re-focus and make a plan of action that brought great results.”

Erik P. Investment Banking

“Suzanne has helped me build a career that is in line with my strengths and who I am as a person. I have exceeded expectations, both my own and my firm’s, as evidenced by the invitation to be included on my firm’s leadership and recruiting team. Before working with Suzanne I was unfocused, lacked clarity, and spent time on tasks that did not contribute to my goals and aspirations. My advice to you: Hire Suzanne before your competition does! Suzanne has helped me to gain more confidence, become a better leader, and focus on high payoff activities that grow my practice.

Shanna T. Leadership Executive and Financial Advisor

“Suzanne gives me the support and motivation to accomplish my career goals while at the same time helping me build a framework for an ideal life. My finance industry position is highly stressful and demanding, yet Suzanne is able to help me break down my goals into achieveable actions that have allowed me to find peace and success.”

John P. Finance and Investment Executive

“Suzanne took the time to really listen and helped me dig deep to discover the issues behing the issues. Together we carved out a carefully constructed Business Plan that resulted in a 50% growth rate in just a one year period!!! Creativity and easily implemented strategies were so forthcoming from Suzanne I am still working on a few today. I plan to utilize Suzanne again and again as I continue to develop and prosper. Her no-nonsense approach obviously comes from not only her credentials and work experience but from her life experience as well. I recommend Suzanne without hesitation or reservation. I know she can take you to new heights so be prepared to soar.”

Shawn A. Financial Advisor, CPA/PFS QFP New York

“During my work with Suzanne, I was forced to make a very difficult decision about my career. With her help, the decision became an easy transition, giving me a path to a very lucrative career change. My only regret is, I wish I had contacted Suzanne earlier in the process. I’ll be with Suzanne on this journey for quite some time.”

Jonathan T. Private Equity VP

“Since I have been working with Suzanne Muusers, my client base has doubled and my recurring revenue has quadrupled. My message is now laser-focused and cohesive and I feel more confident meeting with affluent, better qualified prospects. With each new plateau Suzanne and I have achieved, the view of the landscape has improved. Suzanne’s feedback has been essential to my personal and business growth: Having Suzanne as my coach to bounce ideas off, work through issues, and examine pitfalls has been invaluable. Suzanne’s constructive advice helps me to perfect my strategies. 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. Financial Advisor, New Jersey

Working with Suzanne on our branding was a terrific experience. She convinced us she was the one to help guide us through updating our investment brand. We had to have faith initially in her guidance, and the final outcome was as she predicted. She kept us on course and educated us on what to do and what not to do in order to create a new website.

George M. Investment Manager

“Suzanne has helped me focus on growing my practice and my unique brand. I have learned the principles of Infatuation Marketing, how to communicate effectively, and how to make my clients love what I do for them. She has helped me transform my practice by focusing on my ideal client and by taking action to do all the things I’ve never been able to do on my own. I immediately hired Suzanne during a phone consultation because I could tell she knows her stuff. You should hire her too!

Bill L. Financial Planner, Connecticut

“Suzanne has helped me reach my financial goals by creating a plan to follow and holding me accountable for what I say I’ll do to get there. She also supports me in the balance needed to have a happy, healthy life as well as a successful career! She actively encourages me to stretch for possibilities that I would NOT do on my own and has helped me reach the top of my region in terms of production and success. Much if not all of the kudos I receive is directly related to the work I do with Suzanne!!”

Steven R. Financial Advisor

“Working with Suzanne has helped me to develop a distinctive brand. I now have an attractive website, a branded brochure, and new business cards to match. Having a cohesive brand gives me the confidence to network with and approach high level prospects. Now I am focused on the big picture of growing my practice and working ON where I want the business to go. I have transitioned from a technician to an entrepreneur. If I had not hired Suzanne, I would not have made this progress. Suzanne is fun to work with, keeps me accountable to what I say I’ll do and helps me break down big picture plans into simple steps. I had no experience with coaching before hiring Suzanne and I’m pleased to say that I would not hesitate to do it again. So hire Suzanne today!

Nick E. Financial Planner New York State

“Suzanne is creative, insightful, and a great listener that knows how to get to the heart of the matter. With her coaching, entrepreneurs – and seasoned pros, as well – can achieve a clarity of vision that will help navigate a path to success.”

Ken P. Creative Director, Arizona

“Suzanne had to help me realize that my knowledge and advice was worth paying for. I learned to charge for my time. This helped my self esteem which improved my ability to lead my clients. Because the business had extra cash flow, I was able to hire an assistant. By delegating all of the tasks that could be completed by someone at a lesser pay scale, I was able to spend more of my time focusing on the clients. 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

“I was leaving the company I had spent 14 years with – I wanted more from my career. I wanted to be able to better serve clients as an independent investment advisor and I personally wanted to make a higher income. The move was risky, challenging and full of details. Suzanne helped me with this transition and served as a valuable business partner. Her knowledge helped give me the confidence to make the move and do it successfully. Suzanne helped me find a web developer and print company and helped me develop a business plan that was rock solid. Finally, she gave excellent advice to help my business get noticed online. In addition to managing 30 million dollars now and having streamlined my business, her insight helped my website to be placed on the first page of Google.”

Brian S. Fee Only Wealth Manager, RIA, Washington

“Suzanne Muusers was instrumental in assisting my practice maintain a high level of service to my existing clients while providing me with innovative yet practical solutions to acquiring new clients. I highly recommend retaining her services for “outside the box” thinking.”

Patrick G., ChFC Financial Advisor, California

“Suzanne is a joy to work with. I made a career change from a stock broker to a financial advisor and I knew that I needed direction. I admired her marketing campaign and that was what inspired me to work with her. She inspired me to think out of the box and helped me become the top newest advisor at my firm.”

Serria R. Financial Advisor, California

While working with Suzanne I learned how to think for myself and step out of my comfort zone in terms of web design and search engine optimization. Though I was reluctant, I can see the tremendous value of taking risks that I otherwise wouldn’t have. I have become better organized, though not perfect:) I have transformed into someone who appreciates each day a little more. Working with Suzanne saved me thousands of dollars and years of work. Her concern for my best interests and results were apparent. Hire Suzanne – you’ll love the journey.

Steve W. Serial Entrepreneur and Coach

“Suzanne Muusers took a “babe out of the wood” and turned her into a focus and goal oriented business entrepreneur with clear, measurable goals in sight. As the person that Suzanne mentored, from novice to expert, I can say that Suzanne’s business coaching took me down a road of success and promise… (Suzanne is) a business coach that exceeds all expectation of what a prospective client of Suzanne’s can expect. I have “graduated” from Suzanne’s business mentoring with my “eyes on the prize,” and because of Suzanne, the prize is clear and attainable.”

Melissa L

“Suzanne is the #1 business coach in Arizona. I have met literally hundreds of people that claim to be “business coaches” but she has the certifications and success stories to back it up…. I highly recommend her to anyone no matter what you level of business experience may be.”

Nick B.

“Suzanne is highly professional, extremely knowledgeable, and personable. She gives insightful advice, provides or suggests valuable resources and is a pleasure to work with.”

Janet B.

“Suzanne is a wonderful person and an outstanding Business Coach. I used her services for several months and saw great results in my business as well as in myself. I know of at least two others whom she helped to make their business grow. I recommend Suzanne without a doubt to anyone starting out in business or who wants to see an increase in customers, revenue and overall success!”

Katherine C.

“The first full year that I was working with Suzanne my sales increased 43.1%. Suzanne helped me realize that I was losing business by sitting around waiting for prospects to call. We have designed and implemented a system to meet new clients and build lasting relationships though follow up calls, emails and direct mail and have grown our database to over 3500 quality contacts. It took Suzanne to knock some sense into me and make me realize that if I really want to build the company I have envisioned – I’m going to have to get off the couch and get to work. Now, when I find myself “slacking off” I’m able to focus simply because I don’t want to let her down. I know she expects me to succeed and reach my goals and (now) I know I can do it. After my first session with Suzanne, I knew (without a doubt) that I was finally going to make the million$ that I’ve been seeking all my life. Every business owner or entrepreneur, male or female should have a coach and I believe Suzanne is the best! She’s given me so much confidence that I can and will succeed that I’ve begun planning my next business venture.”

Steve V.

“Having a business coach has allowed me to grow my business, maintain balance in other areas of my life and enjoy it all in the process. Coaching helps you set goals and offers effective marketing ideas to expand your clientele and grow financially. I am grateful I had the opportunity to work with Suzanne during the beginning stages of a new business as she was able to get me up and running faster than if I had tried to tackle it all on my own. 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. Owner -Acupuncture and Oriental Medicine

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