IDFA Online Learning
Practice Management: Build Your Million Dollar Marketing Strategy
Recorded On: 08/02/2022
Today financial planning options are overwhelming consumers. They are being inundated with messages to help them manage their money. Most people, especially if they are in a transition, such as divorce, don't know where to get the RIGHT advice for their financial well-being. You need to be in front of them. But most advisors don't understand how to position themselves to be the first choice for their ideal prospects. Oftentimes, advisors grab any marketing strategy they hear from a well-meaning colleague and run with it. Unfortunately, they are often dissatisfied with the results.
To create a Million Dollar Marketing Strategy, you need to know your market, understand how to reach them, and implement consistent tactics that speak to your ideal prospects. Susan Danzig has been working with financial advisors for over twenty years. She has helped them grow their businesses through the toughest markets with million-dollar marketing strategies.
In this program, Susan will walk you through how to:
- Uniquely brand yourself to attract your ideal clients
- Choose marketing channels that work, and
- Develop a marketing plan that sets you up to reach your revenue goals
Certified Business Development Coach, Speaker, Workshop Facilitator
Susan Danzig, LLC
Since 1994, Susan Danzig has been working with financial services professionals. For over 20 years, she has helped her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies. As a result, she has guided her clients in welcoming greater income and ongoing success. In addition to her experience working with clients, she values education. Susan is a graduate of the University of Colorado in Boulder and a Certified Business Development Coach. Through Coach U, one of the premier coach training programs in the world, she has received training in advanced group, business, corporate and personal coaching skills. Susan regularly invests in post-graduate programs to further her training, knowledge and specialty areas.
A strong contributor to the community, Susan is a National Board Member for the Financial Planning Association. Susan’s office is in Moraga, California, and she consults with financial services professionals all across the country.
Susan's Most Popular Topics:
- Building a Million Dollar Marketing Strategy
- Strategic Business Planning to Elevate Your Practice
- The Simple Strategy to Attract High-End Prospects and Turn Them Into High-End Clients
- 7 Simple Steps to Reach Your Ideal Clients and Have Them Lining Up to Work With You
- The Key to Confidently Communicating Your Value and Your Fees