Speaker:
Susan Danzig, Certified Business Coach and owner of Susan Danzig, LLC.
Featured Partner: Todd Barney, OppenheimerFunds
Meeting Description
Since 1994, Susan Danzig has helped financial services professionals create effective marketing plans, define their specialization and understand and appreciate their true value. The end result? Her clients are positioned for greater income and ongoing success. Most financial services professionals know how to maintain their existing business, but struggle to get new business. What is missing? A detailed marketing plan that clearly defines their specialization and helps attract ideal clients. As a Certified Business Development Coach, Susan helps financial services professionals discover their ideal client and assists in creating a customized marketing plan which helps her clients solidify their brand, generate greater revenue in a crowded professional marketplace and ultimately reach their goals.
Learning Objectives:
Level of Complexity: Intermediate
There is no CE for this session.
About the Speaker:
In addition to her experience working with clients, Susan values education. She is a graduate of the University of Colorado in Boulder and a Certified Business Development Coach. Through Coach U, a premier coach training program, Susan has received training in advanced business, corporate and personal coaching skills. In 2014, Susan became a certified Master Practitioner of Neuro Linguistic Programming through NLPCA in Burlingame, California, giving her the toolset to support clients with eliminating limiting beliefs and maintaining a positive mindset. Susan resides in Moraga, California and serves financial services professionals all across the country.
Pricing and Registration
Advanced pricing is available through October 10th:
After October 10th:
Online Registration is open through Tuesday, October 10th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
No refunds after 12:00 pm on Tuesday, October 10th.