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Call Susan
(925) 954-1773
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Grow Your Firm FAST!

Build top advisors who close ideal clients consistently.

Find Out How

Meet Susan

Business Development Coach for Financial Services Professionals and Teams

For over 20 years, Susan Danzig has been working with financial services professionals. She helps her clients clarify their true value, define their specialization, and create marketing strategies that drive new ideal clients into their business. As a result, her clients consistently experience greater income and ongoing success. In addition, Susan is a past Member of the Board of Directors for the Financial Planning Association.

Years of Experience
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Financial Advisors Trained
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Coaching Sessions Managed
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Our Approach

Messaging:
Establish your compelling message

For your marketing to be effective, you must differentiate yourself in the market by communicating what you offer in a straightforward and compelling way.

Marketing: Systematize your client attraction process

You need a proven strategy to reach your ideal client base that includes the digital world. We will walk you through our step-by-step process for attracting and onboarding the perfect prospects FAST TM.

Implementation: Attain your goals with action & accountability

Grow your momentum with Business Development Coaching which offers the accountability to reach your goals on time.

Corporate Training

  • This custom option is for executives and managers who are looking for an increase in the organic growth of their firm. Delegate your training to an experienced business development expert and increase advisor loyalty, profitability and become a more attractive firm for acquiring advisors.
  • We offer...
  • In-depth analysis of your firm’s brand and your advisors’ personal brands
  • Design of personalized 90-Day Marketing Plans to reach your firm’s goals and initiatives
  • Personal brand development to align advisors’ brands with the firm's brand
  • Sales skills training and coaching
  • Accountability structure to establish advisors’ goals and achieve them
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Corporate Programs

The FASTTM Program

  • The Financial Advisor Success TrainingTM program (FASTTM) is a group coaching program for advisors who want a comprehensive and affordable roadmap to scale, streamline, and grow their advisory business in as little as 3 months.
  • It includes…
  • 5 Training Modules with videos, workbooks, scripts, templates, and worksheets
  • 12 Weeks of virtual, small group training
  • 3 Laser coaching calls (to address quick questions to keep you moving forward)
  • 2 Consulting calls (to fine-tune your brand and marketing plan)
  • 25 On-Demand Videos
Learn More About
FAST

Private Consulting

  • This customized option is for advisors who are looking to fast track their success with individual consulting and a comprehensive marketing plan.
  • We offer...
  • Brand & Market Analysis
  • Marketing Material Evaluation
  • Strategic Planning & Marketing Plan development
  • Sales Skills coaching
  • Business Development Systems
  • In-depth Marketing & Business Growth Intensive
  • One-on-one Coaching Sessions
  • Private E-mail Access
Learn More About
Private Consulting

Susan’s Accreditations and Affiliations

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Beyond the broker

What our
clients
are saying

Susan Danzig has a powerful skillset that couldn’t be more valuable than It Is in the midst of the COVlD-19 health crisis and related stock market turbulence. By empowering me to be more effective through a powerful mindset reset, she has re-energized both my focus on client service and my effectiveness in business development. One of the keys to my success has been her consistent business development coaching support and her techniques to keep me in the zone and In a growth mindset.
Alise Krause, CFP®
Alise Krause, CFP®Regional Managing Director, Mariner Wealth Advisors
I Just spent 6 hours with Susan. At the end of our time together 1 was amazed at how much we had accomplished. I was able to: Articulate the seven words that identify my target market, Explain to my clients the process we will go through as we work together. Clearly state the myriad results my clients achieve through their work with me. I have been in this business for better than 30 years and this is the first time I am absolutely clear on who I am. who I work with, and what I do. My time with Susan has been so well spent.
Cynthia L. Leitman, CFP®
Cynthia L. Leitman, CFP®
I was fortunate to attend one of Susan's presentations. That experience led to an ongoing coaching relationship that has really made a difference in both my personal and professional life. Susan is able to deliver practical career and business development advice because she focuses on the whole person. She isn't afraid to ask tough questions and challenge her clients to dig deep about what might be holding them back. The combination of skills that she brings to the coaching relationship is powerful and gets results.
Karen R. Blodgett, CFP®, MBA
Karen R. Blodgett, CFP®, MBADirector of Wealth Management, Partner at Aspiriant; Chair, Board of Directors at Aspiriant

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