Friday, October 13, 2017 from 11:30 AM to 1:30 PM PDT
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Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128

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Susan Adams 
Financial Planning Association of Silicon Valley 

October 2017 Luncheon Meeting


Narrow Your Niche:  How to Find Profitable Prospects to Easily Reach Your Goals


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:

  • How to define your niche by gaining clarity about your ideal client to empower your overall marketing strategy and ultimately get your desired results.
  • How to use your background, experience and expertise to understand the market and their needs to determine your area of specialization.
  • How to create and use your slogan as a means of clearly communicating your message to your ideal prospects and clients through the different marketing mediums and channels.
  • How to create a branded system so that once you attract your ideal prospects, you have a step-by-step means of clearly communicating your brand, your process and the value that you bring to the table as a financial advisor. 
  • How to communicate your value and make a clear statement to your clients that will have them want to work with you, and you only!
  • How to tie it all together so you can take action and implement what you have learned.

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:                                                                  

  • FPA Members and First Time Visitors:  $40         
  • Non-Members:  $60

After October 10th:

  • FPA Members:  $60
  • All Non-members:  $75

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.