Ep 77: “Hello, Ideal Client” — With Susan Danzig

In this marketplace, personalized service is what separates a financial advisor from an app. Knowing your ‘niche’ and your Ideal Client may be the key to a more prosperous —and satisfying — practice. In this episode, Susan Danzig, a Certified Business Development Coach for financial advisors, joins David Partain to discuss the ‘why’ and ‘how’ of narrowing your client focus. Susan discusses: Refining your focus to create impactful niche marketing 7 Simple Steps for Financial Advisors to Reach, Attract, and Convert More Ideal Clients The importance of knowing and communicating your personal brand Shifting your prospect screening process for your benefit and theirs And more Resources: FlexShares Exchange Traded Funds Ep 3: How to Prospect in Times of Crisis – With Susan Danzig Financial Advisor Success Quiz Connect With Susan Danzig: SusanDanzig.com Linkedin: Susan Danzig Facebook: Susan Danzig Connect With Laura Gregg: Email Laura Gregg’s Linkedin Connect With David Partain: Email David Partain’s Linkedin About Our Guest: Susan Danzig is an experienced Business Development Coach for financial services professionals. She leverages a 20+ year career guiding financial advisors to achieve greater business success. She is a catalyst for growth with a long track record of helping clients communicate their value, define their specialization, and create effective marketing strategies that attract ideal clients and grow firms consistently. She is a Certified Business Development Coach who is shaping the industry’s future as a National Board Member for the Financial Planning Association (the FPA) and former President of the East Bay Chapter of the FPA.