Join our FREE webinar series to learn proven strategies for advisors to grow assets under management (AUM), attract high-net-worth clients, and secure valuable referrals, all while enhancing your practice’s success.
Achieve Elite Growth and Success:
Elevate Your Brand, Messaging, and Deliverables
This exclusive series, lead by nationally recognized experts, is designed to provide you with innovative, actionable strategies to elevate your brand, refine your messaging, and enhance the financial solutions you offer to clients and prospects.
Our goal is simple: to equip you with the tools and insights needed to attract more high net-worth clients, grow your assets under management, and position yourself for elite growth. You’ll leave with proven tactics to strengthen your market position and accelerate your success in today’s competitive financial landscape.
Part 3 - Aired 3/25/2025
How to Grow and Win AUM from a Business Sale and a Business Owner
Explore a proven strategy and process designed to attract and manage all the financial assets of a business owner (including the business), ensuring their financial growth aligns with both the owner’s goals and your expertise.
Part 2 - Aired 2/25/2025
How to Finally Get High-Quality Referrals from Attorneys
Learn effective approaches to establish strong relationships with attorneys, encouraging them to actively refer high-quality clients to your practice.
Part 1 - Aired 1/30/2025
How to Prospect and Get More AUM from Inside Your Own Book of Business
Part 4 - Airing 5/13/2025
Elite Legacy and Tax-Savings Strategies for High-Net-Worth Clients
Part 5 - Airing 5/27/2025
Zero Estate Tax Planning and Strategic Wealth Transfer for Heirs
Discover essential strategies to help affluent families eliminate estate tax burdens and preserve IRA wealth for future generations, greatly Improving generational persistency for your practice.
Part 6 - Airing 6/24/2025
Comprehensive AUM Growth: Leveraging the Susan Danzig and FSG Advantage
Master the art of branding, messaging, and executing a winning strategy to consistently attract, build, and retain significant assets under management.
Register Today
Event Begins April 29, 2025 @ 2:00 PM EST
Join our FREE webinar series to learn proven strategies for advisors to grow assets under management (AUM), attract high-net-worth clients, and secure valuable referrals, all while enhancing your practice’s success.
Susan Danzig
susandanzig.com
Susan Danzig is the CEO and Founder of Susan Danzig, LLC, a business development firm for financial services professionals providing both organic and inorganic growth strategies. Her services include training, coaching, M&A, exit planning, succession planning and paid placement. Susan’s specialty is brand refinement, messaging, and strategic marketing to enhance a business’s market value for growth and sale. Susan is nationally published and a main platform speaker.
Jim Farmer
fsgllp.com
Jim Farmer, is the Founder and Managing Partner of Financial Strategies Group, “FSG”. Jim and FSG work with firms and Elite Advisors across the country, advising custom solutions for affluent clients in estate planning, wealth accumulation and preservation, business succession planning, and charitable planning. Jim is nationally published and a main platform speaker.