It’s time to Scale, Streamline, and Grow your Financial Advisory Business. 

  Reach Your Next Level of Success 

In as Little as 3 Months.

Schedule A Free Consult To Learn More About The Financial Advisor Success Training (FAST)

  It’s time to scale, streamline and grow your Financial Advisory business.  

Reach Your Next Level of Success In as Little as 4 Months.

  Schedule A Free Consult To Learn More About The Financial Advisor Success Training (Fast)  

You’re a Financial Advisor committed to actively growing your business and you know you need a plan and new skills to reach the next level.

Does this sound like you?  

You don’t have a clear, step-by-step marketing plan for growing your book of business in this digital age.

You are unsure how to develop strategic partnerships that bring a consistent flow of highly qualified leads.

You’re not getting a steady flow of referrals from current clients because you lack a proven, professional process for asking for them.

You are spinning your wheels with marketing activities that take up your precious time and don’t create the results you want.

You know you would benefit from business development advice, but you’re not sure who you can trust.

Does this sound like you? 

You don’t have a clear, step-by-step marketing plan for growing your book of business in this digital age.  

You are unsure how to develop strategic partnerships that bring a consistent flow of highly qualified leads.  

You’re not getting a steady flow of referrals from current clients because you lack a proven, professional process for asking for them.  

You are spinning your wheels with marketing activities that take up your precious time and don’t create the results you want.  

You know you would benefit from business development advice, but you’re not sure who you can trust.

Now is the time to refine your brand, polish your marketing and improve your sales skills in order to reach your biggest growth goals.

What top performing Financial Advisors have that you may be wanting…

A polished brand that effortlessly attracts your ideal clients.

A greater sense of confidence, knowing you are taking the right steps to grow your business

A scalable system that allows you to simplify how you attract qualified leads, close more clients, and retain the clients you already have. 

A clear, concise, strategic marketing plan that is rewarding and simple to implement. 

A LOVE and PASSION for what you do that fuels your daily actions to rapidly grow your Assets Under Management.

  

You don’t have to choose between RUNNING your business & GROWING your business.

What top performing Financial Advisors have that you may be wanting…

A polished brand that effortlessly attracts your ideal clients.  

A greater sense of confidence, knowing you are taking the right steps to grow your business  

A scalable system that allows you to simplify how you attract qualified leads, close more clients, and retain the clients you already have.   

A clear, concise, strategic marketing plan that is rewarding and simple to implement.   

A LOVE and PASSION for what you do that fuels your daily actions to rapidly grow your Assets Under Management.  

  

You don’t have to choose between RUNNING your business & GROWING your business.

Hi, I’m Susan Danzig.  

I’m a Business Development Coach & Consultant with over 20 years of experience helping Financial Advisors develop and fine-tune their brand, elevate their marketing and sales skills, & grow successful businesses. 

Having worked with more than 1,000 financial advisors in my coaching career, I know the specific challenges people in our industry face. You’re short on time. You put so much energy into running the business that you have very little left over for working on growth. You want to hit those next-level goals, but your business strategies and systems are inconsistent — or nonexistent.

After almost two decades of working with financial professionals one-on-one and with small groups, I knew I wanted to expand my impact to help more advisors reach their biggest goals.

  

Hi, I’m Susan Danzig.  

I’m a Business Development Coach & Consultant with over 20 years of experience helping Financial Advisors develop and fine-tune their brand, elevate their marketing and sales skills, & grow successful businesses. 

Having worked with more than 1,000 financial advisors in my coaching career, I know the specific challenges people in our industry face. You’re short on time. You put so much energy into running the business that you have very little left over for working on growth. You want to hit those next-level goals, but your business strategies and systems are inconsistent — or nonexistent.

After almost two decades of working with financial professionals one-on-one or small group capacity, I knew I wanted to expand my impact to help more advisors reach their biggest goals.

  

Introducing FAST!  

The Financial Advisor Success Training  

I have spent the last 20 years compiling industry best practices and cutting-edge resources, which were previously only available to my highly invested, private coaching clients. 

Through the FAST program, I am now able to provide these game-changing, business-growth strategies that are exclusively designed for Financial Advisors, who are committed to accelerating their business growth.

  

With the FAST Program, you will be empowered to… 

Build a strong, personal brand that attracts your ideal client

Increase visibility and credibility within your market 

Create a personalized 90-day sales and marketing plan  

Attract a steady flow of ideal clients who are looking for a trusted advisor 

Generate consistent referrals from strategic partners  

Streamline your process for generating leads in any economic climate  

Create a sustainable book of business you can leverage and scale.  

I have spent the last 20 years compiling industry best practices and cutting-edge resources, which were previously only available to my highly invested, private coaching clients. 

Through the FAST program, I am now able to provide these game-changing, business-growth strategies that are exclusively designed for Financial Advisors, who are committed to accelerating their business growth.

With the FAST Program, you will be empowered to…

Build a strong, personal brand that attracts your ideal client

Increase visibility and credibility within your market 

Create a personalized 90-day sales and marketing plan 

Attract a steady flow of ideal clients who are looking for a trusted advisor

Generate consistent referrals from strategic partners

Streamline your process for generating leads in any economic climate

Create a sustainable book of business you can leverage and scale.

FAST provides the tools, strategy, & direct support you need to achieve your biggest business goals with ease:  

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   

  To date, I’ve helped more than 1,000 Financial Advisors fine-tune their business acceleration strategy, so they can create the impact & income they desire, take back control of their time, and support their overall business growth.  

If you are ready to accelerate the growth of your Financial  Advisory business  Schedule a complimentary consult to discuss if the FAST program is right for you.    

  

“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®  

Ready to go FAST?

Learn how to…

  Stand out online & set yourself apart from the competition  

  Broaden your client base with fresh leads & abundant referrals 

  Enhance your sales & marketing skills  

  Convert more prospects into clients  

  Create a powerful strategy to attract your ideal clients  

  Ready to go FAST?

Learn how to…

Stand out online & set yourself apart from the competition  

Broaden your client base with fresh leads & abundant referrals 

Enhance your sales & marketing skills  

Convert more prospects into clients  

Create a powerful strategy to attract your ideal clients  

Scaling & systemizing your Financial Advising business requires proven strategies, effective tools, and professional support 

Scaling & systemizing your Financial Advising 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.     

Introducing the...

Financial Advisor Success Training FAST

FAST provides the tools, strategy, & direct support you need to achieve your biggest business goals with ease — in as little as 

3 months or faster! 

  Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have.   

Learn more about the...

Financial Advisor Success Training (FAST)

  FAST provides the tools, strategy, & direct support you need to achieve your biggest business goals with ease 

— in as little as 3 months or faster!  

Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have. 

  “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®  

In this comprehensive business development program, you’ll learn the exact steps you need to take to move from feeling frustrated, overwhelmed, uninspired, and stuck in your business…

....To systematically attract your ideal clients, retain clients you love, free up more of your time, and create more revenue…

We understand you are busy serving clients and don’t always have time to focus on marketing and growing your book of business.

The FAST program provides you with a clear and specific 90-day marketing plan so you can more easily find the time to take the steps you know you should be taking.   

 No matter where you’re starting, you’ll end with an irresistible brand, a personal marketing strategy, and strengthened sales skills.  

A Quick Overview of FAST

No matter where you’re starting, you’ll end with an irresistible brand, a personal marketing strategy, and strengthened sales skills. 

  A Quick Overview of FAST

  

The FAST Curriculum is made up of 5 modules that walk you step-by-step through the process of

scaling & systemizing your financial advising business.  

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 and highlights your services and area of specialization.  

Have a solid foundation and a clear roadmap to attract a consistent stream of ideal clients.  

Personalize Your Marketing Machine

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. 

Learn how to 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  

Uplevel 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  

A Quick Overview of the FAST Program

  The FAST Curriculum is made up of 5 modules that walk you step-by-step through the process of scaling & systemizing your financial advising business.  

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.  

Personalize Your Marketing Machine

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. 

Learn how to 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  

“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 has given me the roadmap to build my ideal practice. 

Susan supported me by reviewing and clarifying my strategy with step-by-step guidance. I felt respected when I asked questions during the live group and office hours 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 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 has given me the roadmap to build my ideal practice. 

Susan supported me by reviewing and clarifying my strategy with step-by-step guidance. I felt respected when I asked questions during the live group and office hours 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  

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.

With FAST, you can transform and scale your business with…

A personalized marketing strategy designed to help you achieve your specific business growth goals.  

Private & group coaching sessions, so you always feel supported, guided, and set up for success.  

A clear, targeted ideal client profile, so you can easily attract the people who most need your services.  

A proven strategy for growth that’s uniquely designed for financial services professionals.

A step-by-step system for building and streamlining your prospect attraction, conversion, retention, and referral mechanisms.  

Coaching to polish your messaging & brand, so you stand out as an expert in your field.  

Support with building a business that inspires you, aligns with your values, & resonates with your ideal clients.  

...and much more!

  Enrollment is Open...  

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!

6 Months Access to the Exclusive FAST Platform 

4-Month FAST Training Program 

  Personalized Marketing Plan  

  2 Private Consulting Sessions  

  11 Group Coaching Sessions  

4 Private Mini-Coaching Sessions 

  25 On-Demand Video Trainings

  5 Workbooks  

Take the next step to grow your business FAST!

Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have.   

Enrollment is Open...

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!

6 Months Access to the Exclusive FAST Platform 

3-Month FAST Training Program 

  Personalized Marketing Plan  

  2 Private Consulting Sessions  

  11 Group Coaching Sessions  

3 Private Laser Coaching Sessions

 

  25 On-Demand Video Trainings

  5 Workbooks  

Take the next step to grow your business FAST!

Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have. 

“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  

  

“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  

  

Are You A Good Fit For the FAST Program?

This Program Is Ideal For Financial Advisors who:  

Desire to scale their business, systematize their marketing, and reach their growth goals  

Want to grow their business by attracting more of their ideal clients

Want to refine their brand and polish their marketing skills  

Are committed to reaching their next level of success + want to do so in a strategic, systematic way

Are serious about showing up + doing the work  

FAST is NOT for those who:

Think they already know everything about successfully marketing their business

Are not really interested in proven strategies for taking their business to the next level.  

Are not motivated to do the work + grow their business  

Won’t show up or invest energy in growing their business  

Does this resonate with you? If so…

Then you belong here!

  Speak with us & take the next step to grow your business.  

 

Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have.   

Are You A Good Fit For the FAST Program?

This Program Is Ideal For Financial Advisors who:  

Desire to scale their business, systematize their marketing, and reach their growth goals  

Want to grow their business by attracting more of their ideal clients

Want to refine their brand and polish their marketing skills  

Are committed to reaching their next level of success + want to do so in a strategic, systematic way

Are serious about showing up + doing the work  

FAST is NOT for those who:

Think they already know everything about successfully marketing their business

Are not really interested in proven strategies for taking their business to the next level.

Are not motivated to do the work and grow their business  

Won’t show up or invest energy in growing their business

Does this resonate with you? If so…

Then you belong here!

Speak with us & take the next step to grow your business.

 

Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have. 

Frequently Asked Questions

When does this program start?

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. 

How much time will this program take?

This depends on you. Ideally, students should plan to spend around 2 hours a week working through program curriculum and attending coaching calls. For newer financial advisors, this number may be slightly higher. For more seasoned professionals who just need to clean up and polish their systems, the time requirement may be slightly less.

I want to do this but my schedule is packed. 

How can I find time for it?

As the saying goes — jump, and a net will appear. Many of my students feel overwhelmed with everything on their plate. They may initially feel that spending a couple hours a week scaling & polishing is impossible. However, as we start to systemize your business, your business growth will flow and take you less time. When implementing smarter processes, you free up more valuable time. This training will support you in freeing up your time & attracting bigger, more aligned clients. By changing how you’re spending your time, we’ll empower you to create results and a business you’re inspired to participate in.

  Do you offer a discount for multiple advisors within a firm?  

  We have worked with numerous independent financial investment firms who are committed to their Advisor’s success and willing to invest in their continuing education. Schedule a consultation to explore our multi-advisor discount program. Together, we can change the trajectory of your firm’s and your colleagues’ success. Click here to schedule a private consultation with Susan.    

I’m outside the U.S. Will this program work for me?

Absolutely. The FAST program is accessible online and live calls are held via Zoom.

Why should I work with you instead of others?

With over 20 years of experience and a long list of qualifications, I have more credibility than many ‘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 uplevel their sales game. If you want to enhance your client conversion strategy and grow your business, I have the track record to set you up to win.

What makes FAST special?

Unlike similar programs, FAST is both 100% comprehensive and tailored to advisors in the financial services industry. In this program, you get EVERYTHING you need to attract higher-level clients and grow your business. This is the ONLY resource you need to reach your next level — no need to cut and paste pieces of different programs together to form a Frankensteined plan. In FAST, you get full support in up-leveling every part of your prospect-to-client conversion process and marketing strategy, period.

How much is the investment?

The investment varies based on a number of factors, such as whether you want to include private coaching and some of our done-for-you services. Nonetheless, most of our clients share that on the average, they are able to re-coop their investment in the FAST program based on the earning calculations from closing their first new client. Let’s explore if FAST is a fit for you. In general, your investment range is from $3000 to $9000. Click here to schedule a private consultation with Susan.  

Frequently Asked Questions

When does this program start?

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. 

How much time will this program take?

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.

I want to do this but my schedule is packed. 

How can I find time for it?

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 idealclients. With the FAST time management tools, we’ll empower you to create results and a business that inspires you.

  

Do you offer a discount for multiple advisors within a firm?

We have worked with numerous financial advisory firms who are committed to their Advisor’s success and willing to invest in their continuing education. Schedule a consultation to explore our multi-advisor discount program. Together, we can change the trajectory of your firm’s and your colleagues’ success. Click here to schedule a private consultation with Susan.  

I’m outside the U.S. Will this program work for me?

Absolutely. The FAST program is accessible online and live calls are held via Zoom.

Why should I work with you instead of others?

With over 20 years of experience and a unique set of qualifications, I have more credibility than many ‘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.

What makes FAST special?

Unlike similar programs, FAST is both comprehensive and  100% tailored to advisors in the financial services industry. In this program, you get EVERYTHING you need to attract higher-level clients and grow your business including 1 on 1 coaching, 24-7 training academy access, group coaching, and the tools for crafting a customized marketing plan. This is the ONLY resource you need to grow your business. In FAST, you get full support up-leveling every part of your prospect-to-client conversion process and marketing strategy, period.

  

How much is the investment?

The investment varies based on a number of factors, such as whether you want to include private coaching and/or need any customized training. Nonetheless, most of our clients share that on the average, they are able to re-coop their investment in the FAST program based on the earning calculations from closing their first new client. Let’s explore if FAST is a fit for you. In general, your investment range is from $3000 to $9000. Click here to schedule a private consultation with Susan.  

  

If you’re DONE with struggling & ready to reach your next level of success… TODAY is that day.

The longer you put off intentionally growing your business, the higher your risk of burnout and the lower the chance of attaining your goals.

The first step to creating the thriving, inspiring, systemized, & scalable business you want is getting help from someone who’s already successfully hiked this mountain more than 1,000 times.

  

Ready to transform your business from the inside out?

  

  Apply now...  

Financial Advisor Success Training (FAST)

  

Get the tools, strategies, & direct support you need to achieve your most important business goals with ease — in as little as 3 months or FASTer!

  

Take the next step to grow your business FAST!

Enrollment is limited. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have.

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. Click the link above to request a private consultation with Susan. Together, you will explore your growth goals for the coming year and address any questions you might have. 

I'd rather sign up for the self-paced program and do this on my own. 

Click here to sign up for the self-study program immediately.

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