Meet Susan Danzig
Business Development Coach for Financial Services Professionals and Teams.
As a world-class Business Development Coach for financial services professionals, Susan Danzig leverages a 20+ year career guiding clients to achieve greater business success.
Throughout her progressive career, she has served as a catalyst for growth with a long track record of helping clients communicate their value, define their specialization, and create effective marketing strategies that attract ideal clients and grow firms consistently. She has consulted with over 2,500 financial advisors, helping them recognize and articulate their unique value, specialize effectively, and develop impactful marketing strategies tailored for business growth. Her specialty includes brand refinement, messaging, and strategic marketing to enhance a business’s market value for growth and sale.
A recognized thought leader in the industry, she is also the bestselling author of Beyond the Broker: Navigating Financial Advisor Independence, a guide for financial professionals exploring the transition to independence.
Susan is a graduate of the University of Colorado in Boulder and a Certified Business Development Coach. Through Coach U, one of the premier coach training programs in the world, she received training in advanced group, business, and personal coaching skills. Susan is also a Certified Master Neuro-Linguistic Programming (NLP) Practitioner through NLP of California. This training has equipped her with powerful tools to activate her clients’ mindset and support their business growth.
A strong contributor to the financial services industry and her local community, Susan has demonstrated her passion for shaping the profession’s future through her service as a past National Board Member of the Financial Planning Association (FPA) and as a former President of the FPA’s East Bay Chapter.
She has proven herself to be a true leader and sought-after presenter, delivering speaking engagements for organizations such as FPA, WIFS, NAIFA, MetLife, MassMutual, Prudential, and NerdWallet.
Based in Moraga, California, Susan consults with financial services professionals across the United States, as well as internationally, including in Canada and Australia.
As a visionary business strategist, Susan is committed to driving both individual and organizational success. She is known for elevating leaders to peak performance, advancing firm growth, and delivering lasting results across a range of business models. With a proven track record, including coaching more than 2,500 experienced and emerging financial advisors from both boutique firms and large institutions, she has built a strong reputation as one of the industry’s most trusted voices.
What our
clients
are saying
A message from Susan...
For over 20 years I devoted my career to the world of business development for financial advisors.
Whether I am working with a financial services firm, coaching individual clients, or volunteering, I am furthering my mission to empower successful, vision-driven financial advisors to attract, engage, and onboard ideal clients that grow their income and accelerate their careers.
I developed the Financial Advisor Success Training (FAST) program to guide advisors on the journey of growing their business to achieve their financial goals. But here is what I discovered…
A message from Susan...
For over 20 years I devoted my career to the world of business development for financial advisors.
Whether I am working with a financial services firm, coaching individual clients, or volunteering, I am furthering my mission to empower successful, vision-driven financial advisors to attract, engage, and onboard ideal clients that grow their income and accelerate their careers.
I developed the Financial Advisor Success Training (FAST) program to guide advisors on the journey of growing their business to achieve their financial goals. But here is what I discovered…
Group #1: This group achieved a level of success that they are happy with. They are comfortable with the way they have always done business. If this describes you, I invite you to consider what is possible with growth.
Group #2: This group gets that the world is rapidly changing. They are ready and committed to taking the necessary steps to do what it takes to differentiate themselves or their firm in the marketplace to accelerate their business growth in the next 6-12 months.
Let’s explore what’s possible to grow your firm FAST.
Grow Your Firm FAST!
Take the next step to grow your firm and find out how Susan Danzig’s system can fill the gaps and achieve your goals. It all starts with a conversation. Fill in the form and we’ll reach out to you for an initial meeting.
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Susan’s Accreditations and Affiliations
