Suzanne Muusers          Prosperity Coaching LLChttp://www.ProsperityCoaching.biz
   What youll need   Definition of prospecting   How much time you should spend    prospecting   Two basic strategies ...
Copyright Suzanne Muuserswww.ProsperityCoaching.biz
   LinkedIn profile – well written, professional,    compliant   30 second commercial   Professionally branded brochure...
   Lifeblood of any thriving practice   Proactive process as opposed to reactive   Constant and well planned effort sea...
Length of time in years             Time spent marketing0-3                                 75%4-5                        ...
   Through people you know   Through people you dont know                         Copyright Suzanne Muusers             ...
Copyright Suzanne Muuserswww.ProsperityCoaching.biz
Copyright Suzanne Muuserswww.ProsperityCoaching.biz
   The HANDOUT – write down at least 10 tactics!   Existing clients   Master referral conversations   EXCELLENT SERVIC...
   Letter 2 sharing a favorite article   Letter 3 – educating re: What are the situations that your    friends or family...
   Mail Lists –purchased and based on: zip code,    affluence, niche, industry   Mail Lists – you compile yourself: loca...
   Business Networking – Chamber of    commerce, leads groups, etc.   Speed networking   Public speaking seminars – pos...
   Start Groups: MeetUp group, social group   Collaborate –lunch and learn   Specialty events …   Brown bag lunch for ...
   Use your website as a prospecting tool   Downloadable brochure   List your firm with a “Find an Advisor    Website”...
Get ready to do some work. I push my clients to take action!                        Copyright Suzanne Muusers             ...
   Goals are dreams with deadlines   Write down 3 Goals in 60 seconds – why? Your    subconscious mind knows what you wa...
   Questions you should answer:   How to grow through your own clients?   How to target prospects who don’t know you? ...
   I will review your 3 goals and 3-5 tactics over    the phone – & give you a free Marketing    Calendar   Email me - E...
   Call me: 480-463-3171   Visit my website –    www.ProsperityCoaching.biz   Get my Business Plan Program for advisors...
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29 surefire ways to prospect for new clients linked in

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  • Is prospecting the same as marketing?Marketing can be passive. Prospecting is generally active
  • This is our agenda for todayWe are going to learn quite a bit
  • What I want for you "A prosperous practice and a comfortable home life“Attract Ideal Clients who willingly pay you for your expertise
  • Prospecting is being deliberate about what you do
  • This means time actually doing marketing, not time getting ready to do marketing. In my coaching practice I have seen advisors make big plans for marketing. It is the follow through and implementation that counts. Not just the planning.
  • Grow your practice through clients, centers of influence, friends, relativesGrow your practice by attracting prospects through marketing to those you don't know
  • 65% of high income wealth managers earning over $800,000 annually ask their clients for referrals at least 4x per year
  • Just because prospects don't convert to a client right away doesn't mean they won't be a client in the future.
  • 29 surefire ways to prospect for new clients linked in

    1. 1. Suzanne Muusers Prosperity Coaching LLChttp://www.ProsperityCoaching.biz
    2. 2.  What youll need Definition of prospecting How much time you should spend prospecting Two basic strategies for prospecting 29+ prospecting tactics – be ready to write down at least 10! Action Plan 3 Goals Exercise 3-5 prospecting tactics out of your top 10 Copyright Suzanne Muusers www.ProsperityCoaching.biz
    3. 3. Copyright Suzanne Muuserswww.ProsperityCoaching.biz
    4. 4.  LinkedIn profile – well written, professional, compliant 30 second commercial Professionally branded brochure and matching business card Professional website Thank you cards Email newsletter ….. Copyright Suzanne Muusers www.ProsperityCoaching.biz
    5. 5.  Lifeblood of any thriving practice Proactive process as opposed to reactive Constant and well planned effort searching for people who may be interested what you offer Copyright Suzanne Muusers www.ProsperityCoaching.biz
    6. 6. Length of time in years Time spent marketing0-3 75%4-5 50%6+ 25%Even if you have been in business 6+ years, you should still spend ¼ of your time prospecting Copyright Suzanne Muusers www.ProsperityCoaching.biz
    7. 7.  Through people you know Through people you dont know Copyright Suzanne Muusers www.ProsperityCoaching.biz
    8. 8. Copyright Suzanne Muuserswww.ProsperityCoaching.biz
    9. 9. Copyright Suzanne Muuserswww.ProsperityCoaching.biz
    10. 10.  The HANDOUT – write down at least 10 tactics! Existing clients Master referral conversations EXCELLENT SERVICE – create a client service matrix Send out a service survey Create a client call list Send a 3 letter referral campaign –letter 1-client review summary We are here for you - We are all faced with financial decisions on a regular basis. You may need to make a retirement decision, purchase a home, or deal with a career change. Please call us as we are here to help you. Also, you will have friends and family who could benefit from advice at a critical time for them. We will always be honored to help those you care about. Copyright Suzanne Muusers www.ProsperityCoaching.biz
    11. 11.  Letter 2 sharing a favorite article Letter 3 – educating re: What are the situations that your friends or family may need a referral to a qualified financial advisor? Births, deaths, moves, new job, job promotions, selling a business… Client appreciation events – at least one per quarter Client Review meetings – ask for referral Centers of influence Copyright Suzanne Muusers www.ProsperityCoaching.biz
    12. 12.  Mail Lists –purchased and based on: zip code, affluence, niche, industry Mail Lists – you compile yourself: local Business Journal – book of lists; new businesses Direct mail postcard to business owners – with a follow up phone call I recommend a 6x11 postcard with provocative copy and HUGE call to action Copyright Suzanne Muusers www.ProsperityCoaching.biz
    13. 13.  Business Networking – Chamber of commerce, leads groups, etc. Speed networking Public speaking seminars – positioned as educational workshops Speak to groups -In your client survey, ask for clubs, organizations, or groups your clients belong to. Offer an educational workshop Appointment setting services Second opinion services Copyright Suzanne Muusers www.ProsperityCoaching.biz
    14. 14.  Start Groups: MeetUp group, social group Collaborate –lunch and learn Specialty events … Brown bag lunch for a specific niche – Womens Wealth – A Journey to Financial Success Martini and Money Happy Hour Write articles for niche publications Copyright Suzanne Muusers www.ProsperityCoaching.biz
    15. 15.  Use your website as a prospecting tool Downloadable brochure List your firm with a “Find an Advisor Website” http://www.wiseradvisor.com/ http://www.paladinregistry.com/ http://www.fpanet.org/ Copyright Suzanne Muusers www.ProsperityCoaching.biz
    16. 16. Get ready to do some work. I push my clients to take action! Copyright Suzanne Muusers www.ProsperityCoaching.biz
    17. 17.  Goals are dreams with deadlines Write down 3 Goals in 60 seconds – why? Your subconscious mind knows what you want 1. Annual revenue 2. # new clients 3. New AUM Copyright Suzanne Muusers www.ProsperityCoaching.biz
    18. 18.  Questions you should answer: How to grow through your own clients? How to target prospects who don’t know you? How to keep in touch with clients & prospects? Write them down! Copyright Suzanne Muusers www.ProsperityCoaching.biz
    19. 19.  I will review your 3 goals and 3-5 tactics over the phone – & give you a free Marketing Calendar Email me - Email Subject line: 3 goals suzanne@prosperitycoaching.biz Anyone can download my free E-Book: “10 Powerful Marketing Ideas” at www.ProsperityCoaching.biz on the right hand side of the page Copyright Suzanne Muusers www.ProsperityCoaching.biz
    20. 20.  Call me: 480-463-3171 Visit my website – www.ProsperityCoaching.biz Get my Business Plan Program for advisors: www.FABusinessPlan.com Get my Affluent Marketing Plan 9 week course: www.MarketingToTheAffluentCourse.com Copyright Suzanne Muusers www.ProsperityCoaching.biz

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