What are people saying about THE FINANCIAL ADVISOR SUCCESS TRAINING (FAST) PROGRAM ?
“When I first started the Financial Advisor Success Training Program, I was excited to enhance my business development strategy as I needed clarity around my brand and messaging. The Program helped me focus on determining my ideal client and my compelling offers to them. Since participating in the FAST Program with Susan, I have been able to successfully develop and deploy my uniquely branded system to easily attract my ideal clients. The content and coaching Susan provided is invaluable in helping me to grow my business.”
Stephanie Dannebaum, MBA, MPP, ChFC®
“When I started the FAST Program, I did not have a clear message or marketing strategy. By taking the Program, new doors have opened for me both by marketing online and in my community. Since participating in the FAST Program with Susan, I have focused on my social media strategy. I am now targeting my ideal clients, networking to meet them, and finding and collaborating with new strategic alliances. This extensive business development experience upleveled my game. Susan supported me by reviewing and clarifying my strategy with step by step guidance. I felt respected when I asked questions during the Program Office Hours and Clarity Calls. The platform and accessibility of materials of the Program was very helpful. I am continuing to grow my business and feel more confident than ever in my marketing.”
Eva Barberi, CFP®, CDFA, RLP
“When I took the FAST Program, I had a successful business already, but was stuck at my 2018 production level. Since participating in the FAST Program, my production has increased by 14%. I’m on track to have my best year ever. What’s been really valuable is Susan’s unfailing positive outlook and high level of personal support.”
Marc LaRhette, CFP®
What are people saying about Susan Danzig, LLC?
“Thank you for your guidance throughout this entire process; the message is being valued by prospects and clients, and delivering incremental revenue to the firm. A solid return-on-investment. Thank you!”
“Our firm was growing, evaluating the next steps for future growth and was unclear on a comprehensive plan for moving forward. Susan met with our firm over two days and helped us identify the “right questions” for moving forward, options to consider and how best to execute a plan.
This was a successful venture which helped our firm identify a clear set of goals, see a path for moving forward and prioritize the strategic steps to improve and increase the number of our client relationships. We came away clear on our “ideal client”, created a previously non-existent branding strategy and a plan for growing our business together as a firm.”
Joy Puyear, CPA, PFS
Financial Horizons, LLC
“I first met Susan at a Peter Montoya marketing seminar in 2009. We started on our personal coaching arrangement that year and she has been instrumental in helping my success as a financial advisor, achieving Eagle top producer status at my broker dealer every year since then.
Susan has an extraordinarily good sense of the challenges I have as an advisor with prospect and client communications. More than once I was ready to give up on a prospect, and Susan encouraged me to try one more time with a slightly different approach, often gaining a new client in the process. With clients sometimes I have tricky situations, and we will do a practice run of the client communication. This has helped retain clients through these situations.
Finally, Susan has helped me fine tune my website & marketing materials to be more effective and client friendly.”
Marc LaRhette, AIFA®, CEBS ,CFP®, CPFA
“Susan’s insight, perspective and guidance were extremely valuable in helping me approach business in a more thoughtful and deliberate way. Her support in helping us create ideal client profiles, client tiers, and articulating our signature service produced tangible results by helping us increase revenue by over $100k last year.”
Matthew Wright, Financial Advisor
“When I first met Susan, I was successful yet I found myself in a rut. Before working together, I grossed $542,000. The next year, I grossed $657,000 – a 21% increase. The next three years, I had increases of 7.5%, 9.5% and even in 2008 with the volatility of the market, I had an increase of 6%. This year, I am still having my best year ever. After 4+ years working together, I still find that Susan brings innovative and productive ideas to the table on a business and personal level.”
Mark Vaimberg, CFP®
“We have been working with Susan Danzig for two years. Her sales and motivational coaching has kept us on track. Susan helped us break down our business plan into manageable pieces. The end result – our best performance ever with sales increasing by 30%. We love working with Susan because she always challenges us to accomplish even greater goals than we would have attempted on our own. She knows when to push, when to back off, when to assert and when to sit back and let us lead. We highly recommend her services to anyone who is interested in effectively marketing both themselves and their business.”
Seeley & Associates, LLC
“Working with Susan Danzig was an absolute treat. She brought out in our organization a clarity, focus and energy that was hiding until she started working with us. Her regular calls challenged us to both think and do our business differently while building on our strengths. She also kept us on track. The results were immediate. In a year when most firms in our industry had less revenue than the year before, ours grew by 24%.”
Nan M. Zimdars, CFP®, CLU
Nan M. Zimdars, Inc.
“Working with Susan has been spectacular and has directly led to improving my professional, financial and overall quality of life. This year, my income matched last year’s, even though I worked three days a week instead of five.”
Employee Benefits With Merritt
“My experience with Susan is one that encompasses not only my business but LIFE as it affects my business. When we began working together, my business had limited direction. Susan guided me through difficult economic times like a beacon in the fog. As a result, while my competitors are struggling, I am moving forward with a stronger, more effective business strategy which is resulting in me being a recognized major producer by my broker/dealer.”
Navigator Financial Services
“I had worked with a business coach before I met Susan. Because of that, I am able to see the difference that Susan brought to my business. My partnership had just ended with another adviser and I needed to rebrand myself and was searching for a coach to help guide me through that process. I worked with Susan to re-brand my business and continue growth in a new way. By coming up with brand phrasing, Susan helped me clarify who I wanted to work with and maintain a focus for the practice. She assisted with renaming my business and reminded me about things I had learned years before but had gotten lazy about. Susan is great at what she does and has a great sense of humor. Her work helped me create focus and she was able to pull things from me that I wasn’t able to verbalize before. I would highly recommend her to others in the business.“
Ora Citron – Financial Consultant for Women Experiencing Life’s Transitions
“I started working with Susan because I liked her energy, enthusiasm and her connection in the industry. My goal was to create a DBA and strategy specific to my industry. Susan was able to help me develop business ideas around that as well as create a relevant logo. I now have branding and a business entity in place because of Susan. Her coaching created both accountability and measurable outcomes towards what we were looking accomplish. I would highly recommend her to others within my industry.“
Cetera Advisor Networks LLC
“Before working with Susan I did not have a clear branding message or consistent messaging about my particular target market and how I could help them. She helped me better define my target market, my expertise, who my ideal clients are, and to better communicate my value through different marketing channels. As a result of working with her I feel more confident I am communicating a more targeted message to my ideal prospective clients.”
(National Financial Services Firm)
“I’ve worked with Susan as my business development coach since 2018 and in that time she has been AMAZING to partner with! I have benefited greatly from working with Susan in that she is excellent at brainstorming new ideas and strategies to help me create a successful business development plan for myself. She challenges me to enhance my skills and set realistic goals that are achievable, which in turn has built my confidence tremendously and has allowed me to attain my desired results.”
Barb Lindhorst, CFP®
Mosher Financial Advisors