Upcoming Speaking Events

Business Growth Masterclass for Advisors
Mass Mutual Northern California,

March 28, 2024

Exit Planning Institute Webinar: A Proven System to Accelerate Revenues and Harness the Power of Your CEPA Credential

April 2nd, 2024

A Panel Presentation: Building Your Advisory Business: How to Grow It, Buy One or Sell It.

April 3rd, 2024
7:30 - 9:00 AM
Location: Roundhill Country Club, 3169 Roundhill Rd, Alamo, CA 94507

The Panel:

Susan Danzig, Business Development Expert for Financial Services Professionals

Arthur Ambarik, CEO at Perigon Wealth Management

Sarah Tolson Kim CFP, founder of Girls Just Gotta Have Funds

Event: Planning Your Profits Summit! Topic Future-Proof Your Business: Strategies to Elevate Your Marketing and Conversions in 2024 and Beyond

May 22nd, 2024

Webinar: CSA Society: San Francisco Chapter Topic:Future-Proof Your Business: Strategies to Elevate Your Marketing and Conversions in 2024 and Beyond.

September 17th, 2024

Exit Planning Institute: Rocky Mountain Chapter Meeting: Leveraging Your CEPA: Innovations for Rapid Revenue Acceleration

October 22nd, 2024

Audience Raves

“Susan is a dynamic, polished and dialed in speaker, specializing in lifting up and inspiring planners in our profession. Whether a keynote speaker or leading a panel of industry pros, she is adept at gearing her presentation to the audience. Drawing on her many years of coaching and leadership, she brings great value by addressing real life situations and solutions. In these hectic and uncertain times, she cuts through the noise and is able to provide solid, actionable ideas. She creates space and time for Q&A at the end of her presentations, allowing her audience to further heighten their take-aways. Having served as a panelist with her, I have seen first-hand the value she brings, and as an audience member I have benefited greatly from her experience.

Lynn Ballou, CFP Emeritus CFP™

“I was fortunate to attend one of Susan’s presentations. That experience led to an ongoing coaching relationship that has really made a difference in both my personal and professional life. Susan is able to deliver practical career and business development advice because she focuses on the whole person. She isn’t afraid to ask tough questions and challenge her clients to dig deep about what might be holding them back. The combination of skills that she brings to the coaching relationship is powerful and gets results.

Karen R. Blodgett, CFP®, MBA Director of Wealth Management, Partner at Aspiriant; Chair, Board of Directors at Aspiriant

Speaking Topics

Business Growth Masterclass for Advisors: Get your team set up for success in 2024.

The Business Growth Masterclass for Advisors is presented by Susan Danzig, a business development coach specializing in the financial services industry. This masterclass is designed for advisors who are ready to integrate practical growth strategies for attracting and onboarding ideal clients for significant results in the year ahead.

In this masterclass, Susan will guide advisors in the following areas:

  • Defining Your Personal Brand: Learn how to position yourself as a knowledgeable expert and stand out in the marketplace (Considering the corporate brand).  
  • Communicating Your Value: Clearly convey the unique benefits of working with you to build trust with clients.
  • Marketing Strategies: Create a strategic 90-Day marketing plan that aligns with your business growth objectives for the coming year.
  • Leveraging technology to expand your brand and social media presence.
  • Connecting with Clients: Use strategic methods to attract and engage your target clientele.
  • Growing Client Base: Discover ways to increase and maintain your client relationships.

Past Webinar Recordings​

The Pleasure & Pain of Finding the Right Client – In this interactive webinar, Greg Woodbury, FMG Suite VP of Business Development, will discuss this topic with Susan Danzig, acclaimed business development coach for financial services professionals.

Download Susan’s Podcasts one sheet here.

Previous Podcast Guest Appearances

Susan has been a featured presenter with the following organizations:

FAST Track Your Business

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