10 Powerful Marketing Tactics
Plus 29 Prospecting Tips

Financial Services Coaching

Work with Financial Advisor Coach Suzanne Muusers to grow your financial firm. Suzanne specializes in the financial services industry helping clients GROW, EXPAND, or REBRAND their firms.

Hello, I am Suzanne Muusers, Business Coach and Business Strategist to financial services firms and finance industry professionals.

I coach financial firm leaders to develop excellent leadership skills and create a thriving practice. I work with financial firm teams helping to improve their results. I also coach financial career professionals to find the right work within their current firm or to find a new position in the financial field. Going independent? Let’s talk. See also Coaching FAQ below.

I can help you create the life you want!

I don’t believe in targeting the low end of the market. That’s for the Walmarts of the world. I believe in striving for the best life possible. Through Coaching, Branding, and Success Strategies, my clients learn to position their business and their career to appeal to a higher quality of clients. This results in increased revenue, increased profitability, more free time, and a better life.

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. Picture yourself relaxing on the beach with your drink of choice and reading a book. The good life is spending time with the people who mean the most to you.

I can help you overcome your biggest challenges:

Growth: Your practice can only grow if you’re ready for change. I will challenge you to step outside your comfort zone because unless something changes, your situation stays the same!

Marketing: Most advisors don’t know how to market so they don’t. You must have a Marketing Plan with a Marketing Calendar to regularly reach your prospects and clients with your message.

Branding: Advisory firms look the same with similar blue, uninspiring branding. Your brand must be Visual and interesting to attract quality clients.

People: Adding the right staff will help you grow, service clients, and allow you to take time off. Having strategies in place to mentor and coach your people is crucial to your future success.

Efficiency: Work smarter, not harder and leave the office on time every day. Focus on what you do best and delegate the rest.

Leadership: You’ll need to improve your leadership skills if you want to reach the next level. This means valuing your staff and working on YOU and your skills.

Career Path: Your career evolution depends on recognizing your strengths, skills, and passions and leveraging your connections.

Inbound Marketing: Your ideal clients are out there looking for you on the internet. If you haven’t leveraged your brand and developed a first class website, you could be missing out on effortless marketing.

 

Coaching with me is THE most effective way for YOU to make improvements!

• Have you ever made a decision to do something, but it never happened? Life and busyness got in the way.

• Have you ever left a financial conference or workshop pumped up with great ideas to build your business, but it never happened? You couldn’t maintain the commitment.

I know all about the issues that hold you back

• Too much planning and not enough implementation
• Desire to take short cuts because you want results quickly

Building a highly successful business takes time. Coach with me and you will learn the key strategies and marketing activities that are crucial to building the kind of business that will give the freedom and income you want.

Develop bigger goals and focus on achieving them!

• Work on your business weekly and be accountable to me.

• Work with a mentor who understands the best business models for financial professionals.

• Obtain unbiased advice from a business partner focused on your success.

Success doesn’t come without an investment and the best investment you can make is in YOURSELF. Having me as your Financial Advisor Coach will help you take meaningful action to maximize your business potential.

How do you feel about change?

Your current Business Plan landed you where you are today. In order to take it to the next level you must change your mind and your strategies! I can help you make the changes necessary for real success.

Next Step: Schedule a Consultation

Suzanne Muusers works with financial advisors, wealth managers, investment advisors, financial industry career professionals, and business professionals. She lives in Scottsdale, Arizona but works via phone or skype with U.S., Canadian, and international clients.

 

Suzanne answers frequently asked questions about coaching

What makes coaching effective?
Who hires you as their coach?
Why do people hire you?
Where do you focus with the average coaching client?
What does coaching cost?
What is the Return on Investment (ROI) for coaching?

What makes coaching effective?

Having an expert in financial services to help you make changes in your practice and your life is invaluable. You cannot see what I see. I am able to assess where you are now and where you want to go and help you close the gap.

I help you strategize and plan your action steps. I hold you accountable to what you say you’ll do. Your staff cannot do this. Your spouse cannot do this.

After nine years working with clients in the financial world, I am able to help you more quickly strategize and identify your next steps.

Professional athletes have long known the benefits of coaching and the "edge" it gives them in a competitive environment. Atheletes have a coach; why not professionals and financial planners?

Who hires you as their coach?

I work with a wide range of clients who have this in common: they are in the financial field and they want a better life. They know that in order to achieve a better quality of life they will have to seek outside help.

Coaching works in these situations:

• Independent advisors who want more financial success in their lives
• Financial firm leaders who need a confidential advisor coach on their side
• Corporate wealth advisors who want to get ahead in their career field
• Financial business team members who recognize they need motivation and advice
• Women advisors who want life balance and financial success, at the same time

Why do people hire you as their coach?

Those who have reached a plateau in their field may need coaching to move beyond where they are now. You may be ready to strategize a new career direction. Or, you may realize that without help to plan your goals and dreams, it may take you too long to find what you’re looking for.

Where do you focus with the average coaching client?

Each person or team is different which is why together we craft a completely custom approach according to your circumstances. I need to know your background, income, your strengths, and your weaknesses. I believe in deepening your strengths and delegating your weaknesses.

What does coaching cost?

My fees are very reasonable because you hire me directly – there is no middleman. Corporate coaching firms charge double and triple my fees due to their extensive overhead and marketing costs. My fees for coaching can be found here.

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 of the coaching."

 

---