Become as Intentional About Growing Your Practice as You Are About Serving Your Clients.
Build a Repeatable System for Growing Your Financial Planning Practice
Designed specifically for financial planners who want a clearer, more systematic approach to practice growth.
FAST (Financial Advisor Success Training) program is a 12-week practice-growth program featuring 6 weeks of live guided implementation for FPA members.
In FAST, you’ll gain the clarity, strategies, and tools to attract ideal clients, communicate your value, generate opportunities, convert the right prospects, and turn your growth strategy into consistent action.
Created and led by Susan Danzig, Business Development Coach to financial planners, Past President of the East Bay Chapter, and former FPA Board Member
Great Financial Planners Aren’t Always Taught How to Grow a Great Practice.
You know how to serve clients. But growing a practice requires a different set of skills.
Does this sound familiar?
You're missing a clear, repeatable business-development plan.
Your marketing feels scattered or inconsistent.
You want more ideal-client referrals and stronger professional relationships.
You struggle to clearly communicate what differentiates your practice.
You know you should be doing more to grow, but you’re not sure where to focus your limited time
You don’t need more random marketing ideas. You need a system.
Meet FAST
Turn Business Development From a Series of Activities Into a Repeatable System.
FAST guides you to answer 3 essential questions about growing your practice:
Who?
Who are you uniquely positioned to serve?
Clarify your ideal client, specialization, positioning, and the message that helps the right prospects understand your value.
How?
How will you consistently create opportunities with the right people?
Identify the referral, professional-partner, networking, digital, and prospecting strategies that make the most sense for your practice.
Now What?
How will you turn strategy into consistent action?
Create a personalized 90-day business development plan with clear priorities, activities, metrics, and accountability.
The goal isn’t to do more marketing. It’s to know what matters, do it consistently, and build a growth system you can use again and again.
You don’t have to choose between RUNNING your business & GROWING your business.
I Know Financial Advisors—and I Know FPA
For more than 20 years, I’ve coached over 2,500 financial planners in business development, positioning, marketing, and practice growth.
That experience taught me something important: being an excellent financial planner doesn’t automatically make growing a practice easy.
That’s why I created FAST.
I wanted financial advisors to have a practical, structured approach to business development that helps them gain clarity, focus their efforts, and turn growth goals into consistent action.
I also understand the FPA community from the inside.
As a former Financial Planning Association Board Member and Past President of the East Bay Chapter, I understand the importance FPA members place on trust, professional credibility, strong client relationships, and putting clients first.
FAST isn’t generic sales training adapted for financial advisors. It’s a practical approach to building your practice through stronger relationships, clearer communication, thoughtful business development, and consistent action.
Hear from Susan:
Take a closer look at FAST.
Watch how, through the FAST program, you’ll have access to game-changing business-growth strategies designed exclusively for Financial Planners dedicated to accelerating their business growth.
These best practices and cutting-edge resources were previously only available to my highly invested, private coaching clients.
What you get with FAST
Everything You Need to Build and Implement Your Practice-Growth System:
12-Weeks FAST Academy Access
Access the FAST curriculum, tools, workbook, trainings, and resources throughout your 12-week program experience.
8 Weeks of Live Guided Implementation
Work directly with Susan through live group coaching, expert feedback, and accountability as you develop and implement your marketing and business-development strategy.
FAST AI-Guided Practice Growth Workbook
Use step-by-step exercises and guided AI prompts to develop your strategy, messaging, marketing assets, and growth plan.
Your Personalized 90-Day Marketing Plan
Translate your strategy into clear priorities and specific actions for your practice.
Videos, Workbooks, Scripts, Templates & Worksheets
25 On-Demand Videos and practical tools designed to help you implement (not start from scratch).
5 Step FAST Business Development Program
Work through the essential components of positioning, marketing, opportunity generation, planning, and prospect conversion.
You Won't Just Learn It. You'll Build It
Meet the FAST AI-Guided Practice Growth Workbook
FAST includes a step-by-step workbook with guided AI prompts designed to help you put the FAST methodology into action.
Use AI as Your Thinking Partner.
The guided prompts help you:
Define and refine your ideal-client profile
Clarify your specialization, positioning, and value proposition
Develop your brand voice, tagline and core messaging
Strengthen your marekting and prospect communications
Prepare referral and professional partner conversations
Think through business development decisions and strategic alternatives
Build your personalized 90-Day Marketing Plan
With FAST, You'll Build Practical Assets for Your Practice.
Get everything you need to master your marketing, refine your brand, & start closing more ideal clients
plus all the tools & strategies to implement your new marketing plan with ease.
By the end of FAST, you’ll have developed:
A clear, targeted ideal client profile, so you can easily attract the people who most need your services.
A personalized 90-day marketing and business development plan with specific priorities and actions to move your business growth goals forward.
Your referral and professional-partner strategy — a more intentional approach to generating introductions and building valuable relationships
Your priority marketing channels and activities — clarity about where to focus your time and resources
Your prospect follow-up and conversion approach— a stronger process for helping the right prospects move forward
High-level coaching and implementation guidance to polish your messaging & brand, so you stand out as an expert in your field.
And you’ll have a guided AI process you can continue using to develop ideas, refine messaging, evaluate opportunities, and support future business-development decisions.
FAST is designed to move you from “I should do this” to “I’ve built it.”
Let’s fine-tune your business acceleration strategy so you can create the impact & income you desire, take back control of your time, and support your overall business growth.
If you are ready to accelerate the growth of your Financial Advisory business — Join FAST for FPA Members.
Stephanie Dannebaum, MBA, MPP, ChFC®
A Quick Overview of the FAST Program
….To systematically attract your ideal clients, retain clients you love, free up more of your time, and create more revenue…
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.
Create Your Opportunity-Generation System
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.
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
“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
Scaling & systemizing your Financial Planning business requires proven strategies, effective tools, and professional support.
I’m here to set you up to win with proven strategies for growing your business.
Is FAST Right for You?
FAST is designed for financial planners who are serious about growing their practices with greater focus, professionalism, and consistency.
It may be a strong fit if you:
- Want to attract more of the right clients and become clearer about who you’re best positioned to serve
- Need a stronger, more differentiated message that clearly communicates your value
- Want a more consistent flow of opportunities through referrals, professional relationships, and focused marketing
- Want greater consistency in implementation with expert coaching and accountability to keep you moving forward
- Want a clear, actionable growth plan that focuses your marketing activities and priorities
FAST helps you build a business development system that reflects your practice, supports your goals, and gives you a clear path for consistent growth.
Take the next step to grow your business FAST!
Act Now. Enrollment is limited.
Frequently Asked Questions
As soon as you register, you will be given access to the training portal and begin your journey. All live call dates will be announced in the portal.
This depends on you. Ideally, students should plan to spend around 2 hours a week working through program curriculum and attending coaching calls. For more seasoned professionals who just need to clean up and polish their systems, the time requirement may be slightly less.
As the saying goes — jump, and a net will appear. FAST is designed for busy professionals and presented in bite-sized pieces. When implementing smarter processes, you free up valuable time & attract bigger, more ideal clients. With the FAST time management tools, we’ll empower you to create results and a business that inspires you.
Contact the FPA directly to discuss group discount options.
Absolutely. The FAST program is accessible online and live calls are held via Zoom.
With over 20 years of experience and a unique set of qualifications, I have more credibility than ‘experts’ in business development for the financial industry. I’ve worked with well over 1,000 financial advisors to refine their brand, create their personalized marketing strategy, and hone their sales skills. If you want to enhance your client conversion strategy and grow your business, I have the track record to set you up to win.
Unlike similar programs, FAST is both comprehensive and 100% tailored to financial planners in the financial services industry. This program focuses on attracting higher-level clients and growing your practice. It includes 8 sessions of group coaching where you can ask your questions live. You also have 24/7 training academy access, and we provide the template with examples for creating a customized marketing plan. This resource will optimize your practice-growth. In FAST, you get full support up-leveling every part of your prospect-to-client conversion process and marketing strategy, period.
We proudly serve professionals throughout the San Francisco Bay Area, including major cities such as:
- FAST Program in San Francisco, California
- FAST Program in Oakland, California
- FAST Program in San Jose, California
- FAST Program in Walnut Creek, California
- FAST Program in Berkeley, California
- FAST Program in Fremont, California
- FAST Program in Hayward, California
- FAST Program in Concord, California
- FAST Program in Palo Alto, California
- FAST Program in San Mateo, California
We also work with clients remotely, allowing professionals across California and beyond to benefit from the FAST Program.
Apply now...
Financial Advisor Success Training (FAST)
Get the tools, strategy, & direct support you need to achieve your biggest business goals with ease
— in as little as 3 months or faster!
Take the next step to grow your business FAST!
Enrollment is limited.
