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Financial Services Coaching

Hello, I am Suzanne Muusers, Business Coach and strategist to the financial services industry. I help clients GROW their skills, EXPAND their minds, & REBRAND their firms. I work with:

1. Independent financial advisors using Business Coaching and Brand Development to help advisors achieve their business goals.
2. Financial firm leaders and investment executives helping them to develop leadership and business skills so they can grow their skills and income.
3. Finance career professionals using career coaching to help them with their job search and career goals.

I can help you create the life you want!

I believe in striving for the best life possible. Through Coaching with me, my clients learn to achieve a higher level of success. This results in clarity of direction, increased income, more free time, and a better life.

Get 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.

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!

I can help you overcome your biggest challenges:

Growth: Your income 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!

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

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

Efficiency: Career professionals can learn to work smarter, not harder and leave the office on time every day. Focus on what you do best and delegate the rest.

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

Marketing: Most finance professionals don't know how to market so they don't. You must have a Marketing Plan to reach your prospective clients or employers with your message.

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

Inbound Marketing: Ideal clients for advisory firms 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 career, 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 career takes time. Work with me and you will learn the key strategies and activities that are crucial to building the kind of business and career that will give the freedom and income you want.

Develop bigger goals and focus on achieving them!

  • Work on your career and business weekly and be accountable to me.
  • Work with a mentor who understands the best business and career 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. Hiring me as your 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! If nothing changes, nothing will change. 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 professionals, and financial industry career professionals. She lives in Scottsdale, Arizona but works via phone or skype with U.S., Canadian, and international clients.

Suzanne answers frequently asked questions

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

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, spouse, or manager cannot do this.

After 10 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. Athletes have a coach; why not investment professionals?

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.

Common situations:

  • Independent advisors who want more financial success in their lives
  • Financial firm leaders who need a confidant on their side
  • Corporate wealth advisors, investment executives, and hedge fund managers 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 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 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 firms charge double and triple my fees due to their extensive overhead and marketing costs. My fees can be found here.

What is the Return on Investment (ROI)?
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 ..."

Additional FAQ

 


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