7 Simple Steps for Financial Advisors to Reach, Attract, and Convert More Ideal Clients
7 Simple Steps to Attract Your Ideal Clients.
In this free report and the Grow Your Firm FAST newsletter, you will learn…
Why you’re not getting through to the kind of clients you REALLY want.
The keys to having sales conversations that easily and comfortably convert prospects into clients.
The one thing you can do to be more profitable and save time.
How to naturally flow speaking about your fees in a way that develops trust and client retention.
How to create a strategy to become top-of-mind in today’s competitive marketplace.
Take charge of your practice, begin working with ideal clients, and grow your business!
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 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®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®Wealth Advisor, Perigon Wealth Management