Susan Danzig

Evaluator
DISC Type : SDC

Business Development Coach for Financial Services Professionals at Susan Danzig, LLC

Moraga, California, United States

Overview

Susan Danzig is a business development coach specializing in the financial services industry. Through her firm, Susan Danzig, LLC, she helps advisors grow their businesses and attract ideal clients using strategic marketing, brand refinement, and her signature Financial Advisor Success Training (FAST™) Program. People often describe her as targeted, dynamic, and a master in her craft.

Outside of her professional life, Susan values continuous learning and community involvement, having served as a National Board Member for the Financial Planning Association. She is a graduate of the University of Colorado Boulder and has an interest in staying informed on a wide range of topics through major publications.

Susan is a Certified Master Practitioner of Neuro-Linguistic Programming (NLP), a skill she integrates into her coaching to enhance communication and activate her clients growth mindset.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Advisor Business Growth
Her entire business is focused on coaching financial advisors to scale their practices, increase revenue, and attract their ideal clients through proven systems.
Strategic Marketing
A core pillar of her coaching involves helping professionals refine their brand, define their niche, and create effective marketing strategies that convert.
Personal Branding
Frequently speaks on the importance of building a distinct personal brand to stand out in the marketplace and connect with ideal clients on a deeper level.

Media Appearances

A Chat with Susan Danzig, founder of Susan Danzig, LLC. Featured in AdviserFirstPartners (Spotify)

See Now

Work History

1-1994
Business Development Coach for Financial Services Professionals at Susan Danzig, LLC
1-2020 - 12-2022
Former Member, National Board of Directors at Financial Planning Association (FPA) at Financial Planning Association (FPA)
Business Development Coach at Peter Montoya, Inc

Education

2013 - 2014
Certified Master Practitioner of Neuro-Linguistic Programming from The NLP Institute of California
1985 - 1988
Bachelor of Arts (B.A.) from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 28 Location : Moraga, California, United States Job Level : N/A Designation : Business Development Coach for Financial Services Professionals at Susan Danzig, LLC
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Insights For Selling To Susan

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Susan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Susan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Susan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Susan

Personality Compatibility


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