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You are here: Home / Business Development for Financial Advisors and Financial Services Teams

Business Development for Financial Advisors and Financial Services Teams

Created and designed by Business Development Expert Susan Danzig

Experience a powerful year of attracting ideal clients and leveraging your business to
Increase Profits!

These private coaching programs are designed specifically for Financial Advisors to use as a catalyst for growth and expansion. Through targeted business development and strategic planning, I will provide the Advisors the clarity, motivation, and concrete tools they need to further their business development plans. By tapping into their strengths, creating better focus, and leveraging time, Financial Advisors will experience an increase in profits and overall client satisfaction.

Everything I have included in these programs is specifically designed to deliver a high level of accountability, strategic planning and reliable support so that Financial Advisors can make powerful decisions and take consistent action toward achieving their goals. It is time to focus on ensuring RESULTS!

Financial Advisors Benefit as They Learn How To:

  • Target the appropriate market and clarify their area of expertise to attract ideal clients
  • Create a 12-month customized marketing plan to support their goals
  • Leverage Advisors’ time so they work smarter
  • Master a proven lead generation and sales process
  • Create professional referral alliances that work for each Advisor

Advisor Commitment Includes:

  • Taking action through direct engagement and implementation of their respective marketing plans
  • Being willing to take risks, try new things and stretch beyond their current experience
  • Celebrating achievements throughout the program
  • Respecting their investment by proactively using their program benefits

My Commitment Includes:

  • Sharing in-depth knowledge and creative ideas to ensure Advisors move forward with marketing their business much more quickly and strategically
  • Keeping Advisors focused on their goals and encouraging continued action
  • Holding high standards for Advisors and the coaching process
  • Maintaining a highly confidential environment

Coaching Programs

  • Platinum Level
  • VIP Day
  • Testimonials

Call Susan directly at:
(925) 954-1773


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