Corporate Training
Give Your Firm The Competitive Edge
If your organization is ready for growth and your team needs an infusion of new energy, marketing strategies, and sales skills, let’s talk.
Build your advisors’ capabilities to attract ideal clients and scale your business.
The landscape of client acquisition has forever changed. Those who will thrive in this ever-evolving landscape are the firms who are willing to learn how to market and sell in this new world.
All of our programs, whether it’s the Financial Advisor Success Training (FAST) 12-week program or private consulting, are designed specifically for Financial Advisors to use as a catalyst for growth and expansion.
Through targeted business development and strategic planning, we provide Financial Advisors with the clarity, motivation, and step-by-step plan needed to grow your business. By tapping into one’s strengths, focusing on essential branding and marketing strategies, and leveraging time, Financial Advisors experience an increase in profits and overall client satisfaction.
“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
CEO, Perigon
Customized Training & Coaching Packages for Financial Advisory Firms
Let us design the training that’s right for your firm.
We will take an in-depth look at your overall vision and determine the best program to support your organization. Throughout this process, we will map out your new branding and marketing strategy. We develop training that leverages your existing efforts with new strategies to create sustainable results.
Training programs can include:
- Brand optimization
- Marketing strategy and 90-day marketing plan
- Referral strategies
- Digital marketing
- Sales and follow-up skills
- And more
Our business development training programs are always designed to align with your company’s culture. Training packages include a customized set of templates, worksheets, and scripts.
Your team will have a detailed strategy for success mapped out and be trained on the skills and best practices needed to implement them.
To speak with Susan to customize the best training solution.
FAST Track Your Team
With the Financial Advisor Success Training (FAST), your team will receive a comprehensive system for branding, marketing, streamlining, and growing AUM.
To get more details on our FAST program for organizations, contact us today.
Grow Your Business Today
Interested in growing your business? Let’s chat to get started down the path that’s right for your firm.
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.
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.
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.
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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.
