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Elevate your ability to attract ideal clients and scale your business to grow your lifetime revenues.

Whether you are here seeking resources to scale your personal practice or leading a team of advisors with a goal of meeting your firm’s quarterly “new business” goals, one thing remains true…

The landscape of client acquisition has forever changed. Those who will thrive in this changing landscape are the firms and individuals who are willing to learn how to market and sell in this new world.

Programs for firms and financial advisors who want to attract, engage, and enroll ideal clients include:

Corporate Training

  • This custom option is for executives and managers who are looking for an increase in the organic growth of their firm. Delegate your training to an experienced business development expert and increase advisor loyalty, profitability and become a more attractive firm for acquiring advisors.
  • We offer...
  • In-depth analysis of your firm’s brand and your advisors’ personal brands
  • Design of personalized 90-Day Marketing Plans to reach your firm’s goals and initiatives
  • Personal brand development to align advisors’ brands with the firm's brand
  • Sales skills training and coaching
  • Accountability structure to establish advisors’ goals and achieve them

The FASTTM Program

  • The Financial Advisor Success TrainingTM program (FASTTM) is a group coaching program for advisors who want a comprehensive and affordable roadmap to scale, streamline, and grow their advisory business in as little as 3 months.
  • It includes…
  • 5 Training Modules with videos, workbooks, scripts, templates, and worksheets
  • 12 Weeks of virtual, small group training
  • 3 Laser coaching calls (to address quick questions to keep you moving forward)
  • 2 Consulting calls (to fine-tune your brand and marketing plan)
  • 25 On-Demand Videos

Private Consulting

  • This customized option is for advisors who are looking to fast track their success with individual consulting and a comprehensive marketing plan.
  • We offer...
  • Brand & Market Analysis
  • Marketing Material Evaluation
  • Strategic Planning & Marketing Plan development
  • Sales Skills coaching
  • Business Development Systems
  • In-depth Marketing & Business Growth Intensive
  • One-on-one Coaching Sessions
  • Private E-mail Access
Do you know what it will take to for you to grow your book of clients or streamline your business for work-life balance? When you take this 4-minute assessment, you’ll identify:
  • Where you’re on target
  • The tools to build a healthy practice
  • Next steps to create a breakthrough in your business
Find out how to get set up to win.
Do you know what it will take to for you to grow your book of clients or streamline your business for work-life balance? When you take this 4-minute assessment, you’ll identify:
  • Where you’re on target
  • The tools to build a healthy practice
  • Next steps to create a breakthrough in your business
Find out how to get set up to win.

All of our programs, whether it’s the Financial Advisor Success Training (FAST) 12-week program, private consulting, or a customized package, are designed specifically for Financial Advisors to use as a catalyst for growth and expansion.

Through targeted business development and strategic planning, we provide Financial Advisors with the clarity, motivation, and step-by-step plans needed to grow your practice. By tapping into one’s strengths, creating better focus, and leveraging time, you will experience an increase in profits and overall client satisfaction.

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Grow Your Firm FAST!

Take the next step to grow your firm and find out how Susan Danzig’s system can fill the gaps and achieve your goals. It all starts with a conversation. Fill in the form and we’ll reach out to you for an initial meeting.

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Discover the 7 steps to attract your ideal clients and grow your book of business.