Home

Susan Danzig Logo
Call Susan
(925) 954-1773
Susan Danzig Logo
Call Susan
(925) 954-1773

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 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.

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. She is a Certified Business Coach with The Professional Business Coaches Alliance.

Susan is also a Certified Master Neuro-Linguistic Programming (NLP) Practitioner through NLP of California. This training provided her the tools to activate her clients’ mindset and grow their business.

A strong contributor to the financial services industry and her local community, Susan demonstrates her passion for shaping the industry’s future as a past National Board Member for the Financial Planning Association (FPA) and former President of the East Bay Chapter of the FPA.

She proved herself to be a true leader and sought-after presenter, delivering speaking engagements for organizations that include MetLife, MassMutual, NAIFA, Prudential, NerdWallet, FPA, and FMG Suite.

Susan’s office is in Moraga, California, and she consults with financial services professionals all across the United States.

As a visionary business strategist, she is committed to both business and individual success. She continually demonstrates her ability to lift leaders up to optimal performance, move firms forward, and deliver ongoing results for diverse business models. She earned a positive reputation for coaching over a thousand experienced and emerging Financial Advisors in both small and large firms.

What our
clients
are saying

“Several of our Wealth Advisors have gone through Susan Danzig’s Financial Advisor Success Training (FAST) program. Our Wealth Advisors have big goals and the FAST program has been invaluable in helping them to stay organized, on track, and focused on the right marketing strategies. We have grown significantly during this year we’ve been working with Susan. The FAST program is comprehensive and helps advisors create the foundation they need to attract ideal clients quickly. After years of watching advisors try a variety of approaches, Susan knows how to help them stay the course with the training, tracking, accountability, and coaching. If you’re looking for a business development and marketing system that trains advisors on critical marketing and sales skills to reach their AUM goals, then I highly recommend the FAST program.”
Arthur Ambarik
Arthur AmbarikCEO, Perigon
We brought in Susan to provide a comprehensive marketing, sales, and business development training for both our experienced and up-and-coming advisors. Susan’s Financial Advisor Success Training (FAST) program helped our seasoned advisors quickly refine their brand and their marketing tools to more effectively follow up with their professional networks and clients to get them to a yes (or no) and to identify those to put on a marketing drip campaign. Our newest advisors have gained confidence and now understand how to market themselves. Susan’s 90-day marketing plan has been a valuable asset in giving them the structure they need to follow, track, and grow their business. The weekly focus on business development has increased our advisors’ marketing activities and inflow of new clients. I also participated in the program to support my team and have benefited from doing so. The reminder that you can never follow-up too much has led me to win new clients more consistently.“
Stephanie Richman, CFP®
Stephanie Richman, CFP®Regional Director, Partner EP Wealth Advisors
“Susan’s FAST program was simple to follow, even for a full-time working mom like myself. The program was broken into modules that I could fit into my busy schedule. Susan was there to support me every step of the way with weekly calls. When I reached out needing additional support, she made herself available and was a tremendous resource. Since taking Susan’s program I can now clearly and confidently articulate my specialty and focus, feel confident asking for referrals, and have outlined my marketing plan for the following year.”
Laura Knolle, CFP®
Laura Knolle, CFP®Vice President, EP Wealth Advisors
Previous
Next

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…

Most advisors/firms fall into one of two groups.

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.

Contact us

Name(Required)
Sign Me Up For the Grow Your Firm FAST newsletter.

Susan’s Accreditations and Affiliations

FAST Track Your Business

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