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.