It’s time to Scale, Streamline, and Grow
your Financial Advisory Business.
You’re a Financial Advisor committed to actively growing your business and you know you need a plan and new skills to reach the next level.
Does this sound like you?
You don’t have a clear, step-by-step marketing plan for growing your book of business in this digital age.
You are unsure how to develop strategic partnerships that bring a consistent flow of highly qualified leads.
You’re not getting a steady flow of referrals from current clients because you lack a proven, professional process for asking for them.
You are spinning your wheels with marketing activities that take up your precious time and don’t create the results you want.
You know you would benefit from business development advice, but you’re not sure who you can trust.
Now is the time to refine your brand, polish your marketing and improve your sales skills in order to reach your biggest growth goals.
You’re a Financial Advisor committed to actively growing your business and you know you need a plan and new skills to reach the next level.
What top performing Financial Advisors have that you may be wanting…
A polished brand that effortlessly attracts your ideal clients.
A greater sense of confidence, knowing you are taking the right steps to grow your business
A scalable system that allows you to simplify how you attract qualified leads, close more clients, and retain the clients you already have.
A clear, concise, strategic marketing plan that is rewarding and simple to implement.
A LOVE and PASSION for what you do that fuels your daily actions to rapidly grow your Assets Under Management.
You don’t have to choose between RUNNING your business & GROWING your business.
Hi, I’m Susan Danzig.
After almost two decades of working with financial professionals one-on-one and with small groups, I knew I wanted to expand my impact to help more advisors reach their biggest goals.
You don’t have to choose between RUNNING your business & GROWING your business.
Hi, I’m Susan Danzig.
After almost two decades of working with financial professionals one-on-one and with small groups, I knew I wanted to expand my impact to help more advisors reach their biggest goals.
Introducing FAST!
The Financial Advisor Success Training
I have spent the last 20 years compiling industry best practices and cutting-edge resources, which were previously only available to my highly invested, private coaching clients.
The Financial Advisor Success Training...
Build a strong, personal brand that attracts your ideal client
Increase visibility and credibility within your market
Create a personalized 90-day sales and marketing plan
Attract a steady flow of ideal clients who are looking for a trusted advisor
Generate consistent referrals from strategic partners
Streamline your process for generating leads in any economic climate
Create a sustainable book of business you can leverage and scale.
FAST provides the tools, strategy, & direct support you need to achieve your biggest business goals with ease:
5 Training Modules with videos, workbooks, scripts, templates and worksheets
12 Weeks of virtual, group training with interactive exercises
90 Day Marketing Plan with suggested strategies
Brand Optimization Checklist and review session
25 On-Demand Videos
Ready to go FAST?
Learn how to…
Stand out online & set yourself apart from the competition
Broaden your client base with fresh leads & abundant referrals
Enhance your sales & marketing skills .
Convert more prospects into clients
Create a powerful strategy to attract your ideal clients
Scaling & systemizing your Financial Advising business requires proven strategies, effective tools, and professional support.
Learn more about the...
Financial Advisor Success Training (FAST)
In this comprehensive business development program, you’ll learn the exact steps you need to take to move from feeling frustrated, overwhelmed, uninspired, and stuck in your business…
No matter where you’re starting, you’ll end with an irresistible brand, a personal marketing strategy, and strengthened sales skills.
A Quick Overview of the FAST Program
Lay the Foundation For Your Marketing Success
Get crystal clear as to why your work matters to you, both personally and professionally.
Develop a detailed profile of your ideal client that expresses why you are a natural fit to be their ideal advisor.
Learn to articulate your area of specialization, so you can attract your ideal client and stand out in the marketplace.
Create clear and compelling Client Attraction Messages you can use in your marketing efforts.
Map out your Uniquely Branded System that communicates your core value, establishes your credibility, highlights your area of specialization and your services.
Have a solid foundation and a clear roadmap to attract a consistent stream of ideal clients.
A Quick Overview of the FAST Program
Lay the Foundation For Your Marketing Success
Get crystal clear as to why your work matters to you, both personally and professionally.
Develop a detailed profile of your ideal client that expresses why you are a natural fit to be their ideal advisor.
Learn to articulate your area of specialization, so you can attract your ideal client and stand out in the marketplace.
Create clear and compelling Client Attraction Messages you can use in your marketing efforts.
Map out your Uniquely Branded System that communicates your core value, establishes your credibility, highlights your area of specialization and your services.
Have a solid foundation and a clear roadmap to attract a consistent stream of ideal clients.
Personalize Your Marketing Machine
Identify the marketing channels you’ll use to attract your ideal clients.
Establish your online presence and create effective messaging for your website and social media profiles.
Enhance your client referral strategy with fine-tuned conversations that produce referrals.
Learn how to activate your professional referrals and create a system to powerfully engage professionals and have them refer clients to you.
Embrace the magic of networking and develop relationships which can lead to new clients and other opportunities to grow your business.
Leverage speaking to build your credibility and visibility as an expert, as well as build client loyalty.
Personalize Your Marketing Machine
Identify the marketing channels you’ll use to attract your ideal clients.
Establish your online presence and create effective messaging for your website and social media profiles.
Enhance your client referral strategy with fine-tuned conversations that produce referrals.
Learn how to activate your professional referrals and create a system to powerfully engage professionals and have them refer clients to you.
Embrace the magic of networking and develop relationships which can lead to new clients and other opportunities to grow your business.
Leverage speaking to build your credibility and visibility as an expert, as well as build client loyalty.
Create Your 90-Day Marketing Plan
Master your mindset and establish annual milestones with tools to reach and potentially exceed your goals.
Identify solutions to specific obstacles in your business and become consistent in your business growth activities.
Determine the ideal marketing channels for your practice.
Create your 90-Day Marketing Goals Calendar.
Commit to specific action, with weekly tracking to accomplish your business growth goals.
Market Like A Pro
Keep your motivation going long-term with work-life balance strategies and your powerful vision and purpose.
Maximize the impact of your LinkedIn and Facebook accounts.
Explore how to convert your ideal prospects into ideal clients with a 5-Step Prospect Follow-up System.
Discover how to effectively market to millennials and attract them as clients.
Convey your brand’s integrity to resonate with your market.
Master Your Client Conversion Strategy
Develop a system to book more prospect meetings.
Learn how to conduct engaging conversations with prospects using the Enrollment Strategies Template.
Master the art of overcoming objections and land more clients
Discover the 3-step approach to ensure you are set up to WIN BIG with your marketing efforts from the Financial Advisor Success Training
With FAST, you can transform and scale your business with…
A personalized marketing strategy designed to help you achieve your specific business growth goals.
Private & group coaching sessions, so you always feel supported, guided, and set up for success.
A clear, targeted ideal client profile, so you can easily attract the people who most need your services.
A proven strategy for growth that’s uniquely designed for financial services professionals.
A step-by-step system for building and streamlining your prospect attraction, conversion, retention, and referral mechanisms.
Coaching to polish your messaging & brand, so you stand out as an expert in your field.
...and much more!
Enrollment is Open...
A Quick Overview of the FAST Program
3-12 Months Access to the Exclusive FAST Academy
5 Module FAST Program
Personalized 90-Day Marketing Plan
Prospect Enrollment Script
Group Coaching Sessions (upgrade option)
Step by Step Videos Workbooks, Scripts, & Templates
25 On-Demand Video Trainings
Private Acceleration Coaching Sessions (upgrade option)
Take the next step to grow your business FAST!
Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have.
A Quick Overview of the FAST Program
This Program Is Ideal For Financial Advisors who:
Desire to scale their business, systematize their marketing, and reach their growth goals
Want to grow their business by attracting more of their ideal clients
Want to refine their brand and polish their marketing skills
Are committed to reaching their next level of success + want to do so in a strategic, systematic way
Are serious about showing up + doing the work
This Program Is Ideal For Financial Advisors who:
Desire to scale their business, systematize their marketing, and reach their growth goals
Want to grow their business by attracting more of their ideal clients
Want to refine their brand and polish their marketing skills
Are committed to reaching their next level of success + want to do so in a strategic, systematic way
Are serious about showing up + doing the work
Take the next step to grow your business FAST!
“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
Frequently Asked Questions
If you’re DONE with struggling & ready to reach your next level of success… TODAY is that day.
Ready to transform your business from the inside out?
Apply now...
Financial Advisor Success Training (FAST)
Take the next step to grow your business FAST!
