Susan Danzig in

Susan Danzig

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Business Development Coach for Financial Services Professionals at Susan Danzig, LLC
📍 Moraga, California, United States

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.

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Experience
28 Years
Current Role
Business Development Coach for Financial Services Professionals
Location
Moraga, California, United States
Personality Overview

How Susan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Susan cares 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.
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Career

Work history

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

Media appearances

A Chat with Susan Danzig, founder of Susan Danzig, LLC. Featured in AdviserFirstPartners (Spotify)
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Education
2013 - 2014
Certified Master Practitioner of Neuro-Linguistic Programming
The NLP Institute of California
1985 - 1988
Bachelor of Arts (B.A.)
University of Colorado Boulder
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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