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Call Susan
(925) 954-1773
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Private Consulting For Financial Advisors Who Want To Fast Track Their Success

Susan Danzig and her senior business development strategists work side by side with Financial Advisors who want to grow quickly. If this is you, then you desire individual attention and customized solutions to meet your specific marketing objectives.

We’ll help you develop a personalized plan that meets your lifestyle needs, attracts your target market, scales your business, and achieves the goals that have eluded you.

Schedule a Consultation

Consulting Sessions for Financial Advisors

During your sessions, you will receive an in-depth focus on strategies to implement. The sessions are customized to your needs. Topics may cover:
  • Branding, marketing, and business development skills
  • Strategic business development planning in any economy
  • Improving profitability and generating more revenue
  • Obtaining peak performance, getting more done with less effort
  • Successfully navigating complex projects
  • Sales skills, enrollment conversations, and onboarding process

Customized Business Development Toolkit

When a business has the tools to streamline its marketing, the business can grow like clockwork. Susan has developed a proven proprietary set of templates, worksheets, and processes that Advisors use to systematically grow their AUM. Tools include:
  • Uniquely Branded System
  • The FAST 90-Day Marketing Calendar
  • Enrollment Conversation Formula
  • 5 Step Follow Up System
  • and more…

Marketing Messaging Evaluation

If you’re in business, your message matters. We will expertly review the messaging you use on your websites, social media, and various print materials of your choice. We will provide guidance, best marketing practices, recommendations, and editing during your session time.

Consulting Sessions for Financial Advisors

During your sessions, you will receive an in-depth focus on strategies to implement. The sessions are customized to your needs. Topics may cover:
  • Branding, marketing, and business development skills
  • Strategic business development planning in any economy
  • Improving profitability and generating more revenue
  • Obtaining peak performance, getting more done with less effort
  • Successfully navigating complex projects
  • Sales skills, enrollment conversations, and onboarding process

Customized Business Development Toolkit

When a business has the tools to streamline its marketing, the business can grow like clockwork. Susan has developed a proven proprietary set of templates, worksheets, and processes that Advisors use to systematically grow their AUM. Tools include:
  • Uniquely Branded System
  • The FAST 90-Day Marketing Calendar
  • Enrollment Conversation Formula
  • 5 Step Follow Up System
  • and more…

Marketing Messaging Evaluation

If you’re in business, your message matters. We will expertly review the messaging you use on your websites, social media, and various print materials of your choice. We will provide guidance, best marketing practices, recommendations, and editing during your session time.

VIP Days & Retreats

Treat yourself like the VIP that you are.
Spend a full day with us working on your business and creating a game plan for extraordinary results in the next 3, 6 or 12 months.
The goal of the VIP Day is simply stated – create a detailed strategy for significant success!
We’re talking breakthrough results in the next 3-6 months. Our exclusive one-on-one VIP Day will help you analyze the areas of your business that will enable you to create those breakthrough results. Along the way, you will gain clarity and a foundation to support your vision, including a practical game plan with the steps you must take.
You might know exactly where you need to focus – you may need to address specific areas in order to position yourself to win. Alternatively, you can choose from a menu of options to create a powerful day that will set you up for great results, such as…
  • Branding Your Business
  • Creating Your Branded System (defining exactly what you want to provide for your ideal clients)
  • Charging What You Are Worth and Getting It
  • Creating Your 12-Month Marketing Plan
  • Setting Clearly Defined Goals
  • Removing or Eliminating Obstacles (those situations or patterns that leave your business stuck or struggling)
Learn More
  • Branding Your Business
  • Creating Your Branded System (defining exactly what you want to provide for your ideal clients)
  • Charging What You Are Worth and Getting It
  • Creating Your 12-Month Marketing Plan
  • Setting Clearly Defined Goals
  • Removing or Eliminating Obstacles (those situations or patterns that leave your business stuck or struggling)
Schedule a Consultation

How to evaluate what you need to grow… take the Financial Advisor Success Quiz

Do you know what it will take for you to grow your book of clients or streamline your business for work-life balance?
When you take this 4-minute assessment, you’ll identify:
  • Where you’re on target
  • The tools to build a healthy practice
  • Next steps to create a breakthrough in your business
Find out how to get set up to win >>> https://FinancialAdvisorSuccessQuiz.com

How to evaluate what you need to grow… take the Financial Advisor Success Quiz

Do you know what it will take for you to grow your book of clients or streamline your business for work-life balance?
When you take this 4-minute assessment, you’ll identify:
  • Where you’re on target
  • The tools to build a healthy practice
  • Next steps to create a breakthrough in your business
Find out how to get set up to win >>> https://FinancialAdvisorSuccessQuiz.com

FAQs About Private Consulting

Private consulting with Susan Danzig is designed to help financial professionals gain clarity, attract ideal clients, and build scalable, high-performing businesses. Below are answers to some of the most common questions about how this personalized service works and what you can expect.

Corporate Training for Financial Advisory Firms

Private consulting is a one-on-one service designed to help financial advisors grow their business, improve operations, and develop effective marketing strategies through personalized guidance and expert insights.

This service is ideal for financial advisors, planners, and firms looking to scale their business, attract more ideal clients, or overcome growth challenges with tailored strategies.

Sessions may include strategic planning, marketing development, client acquisition systems, sales skills coaching, team growth, and improving operational efficiency.

Consulting focuses on providing direct solutions and actionable strategies for business challenges, while coaching emphasizes personal development, leadership, and long-term growth through guidance and accountability.

Yes, every consulting engagement is tailored to your specific business goals, challenges, and target market to ensure effective and measurable results.

Clients often experience improved client acquisition, clearer messaging, stronger marketing systems, increased revenue, and more efficient business operations.

Results vary depending on your goals and current business structure, but many advisors begin seeing improvements in clarity, strategy, and performance shortly after implementing recommended changes.

Yes, private consulting may include ongoing support such as email access, follow-ups, and accountability to help ensure you stay on track and achieve your goals.

Absolutely. Many advisors seek consulting when growth stalls, and the service is designed to identify gaps, introduce new strategies, and create a clear path toward renewed growth.

We proudly serve clients throughout Contra Costa County, including major cities such as:

  • Private Consulting in Walnut Creek, California
  • Private Consulting in Concord, California
  • Private Consulting in Richmond, California
  • Private Consulting in Antioch, California
  • Private Consulting in Pittsburg, California
  • Private Consulting in San Ramon, California
  • Private Consulting in Brentwood, California
  • Private Consulting in Pleasant Hill, California
  • Private Consulting in Martinez, California (county seat)
  • Private Consulting in El Cerrito, California
  • Private Consulting in Orinda, California

We also work with clients in surrounding communities throughout the county, offering flexible and personalized consulting services.

 
 
 

What our
clients
are saying

“Susan’s Financial Advisor Success Training (FAST) program gave me the missing key to energize and focus my business growth activity. I now know exactly where to begin every single day with the three marketing channels I identified during the training. I am now 100% more clear on how to communicate and stand out as the advisor of choice for small businesses. I also now have a well-defined marketing plan and know what to do specifically on a daily, weekly, and monthly basis that will get me to my annual goal. As a result of Susan’s method, coaching, and templates I’m organized and able to execute my marketing plan. The FAST program offers a great framework for any advisor ready to take their business to the next level.“
Thomas J. Manetta, MSFA
Thomas J. Manetta, MSFA Wealth Advisor at Perigon Wealth Management
“Susan Danzig’s FAST program helped me define my ideal client and take tangible action toward building a marketing strategy to attract that client. Over the course of her program, I attracted 5 ideal clients and achieved my professional promotion goals within my company. Susan’s program helped me develop clear and concise marketing messages to use with clients, prospects, and centers of influence. The coaching was very helpful and I recommend it to those looking to refine their brand and take their marketing efforts to the next level.”
Lucas D. Karasch, CFP®
Lucas D. Karasch, CFP®Wealth Advisor, EP Wealth Advisors
“I have just completed Susan Danzig’s Financial Advisor Success Training (FAST) program and I want to say how pleased I am to have gone through it. This marketing program is well planned out and can help any advisor who is spinning their wheels trying to figure out how to grow their business. I valued the time to create goals to help me stay on track and then strategically choose the avenues of marketing that are best suited for our niche and ideal clients. Furthermore, I am now clear on where to focus to find my ideal clients. Susan provides workbooks for each section, and additional tools that keep me organized. The group sessions provide an opportunity to share ideas with peers, and the individual sessions with Susan allowed me to hone my process. I have been through many different marketing training sessions over the years and Susan’s was one of the best ones that I have attended because of the breadth, organization, and support that is provided. I would highly recommend this program to any financial advisor that wants to take their marketing to the next level to grow their business.“
Mary Ballin, CFP®, CDFA®
Mary Ballin, CFP®, CDFA®Wealth Advisor, Perigon Wealth Management

FAST Track Your Business

Discover the 7 steps to attract your ideal clients and grow your book of business.
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