the evolution of your...
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BUSINESS DEVELOPMENT EXPERT AND SUCCESSION PLANNING STRATEGIST
S U S A N D A N Z I G
TRANSITIONSProviding Direction for
the Evolution of Your
Financial Services Firm
S M O O T H , E F F E C T I V E T R A N S I T I O N S
Even for the seasoned professional, passing off
the reigns to your financial services business
can be a daunting step. Susan will work with
you to develop a personalized strategy to help
you merge critical aspects of your business
and plan for the future. Whether you are just
in the idea phase of selling your business or
already undertaking a merger, Susan has the
experience to guide you through the process.
From a branding, marketing and business
development perspective, Susan will examine
your company and future goals to outline
the best plan of action for completing your
transition. Having a comprehensive approach
to train current staff as well as determining
necessary skills to look for in new hires will
help you prioritize your next steps and ensure
a smooth transition for everyone in your
business including existing clients.
GUIDANCE
“There’s no better coach working in our profession
today than Susan Danzig. I’ve seen her in action and
benefited from her incisive vision. With the refreshing
ability to listen and ascertain the real issues, Susan
supports and builds a team and an action plan that
creates positive progress and appropriate change.
Her creative problem solving and ability to motivate
us to be our best selves make her invaluable.”
L . B a l l o u C F P ® S e n i o r We a l t h M a n a g e r / P a r t n e r
E P We a l t h A d v i s o r s
{ w w w. e p w e a l t h . c o m }
A R E S E A R C H E D P L A N T O R E B R A N D
As your firm’s priorities change, it’s essential
to step back and consider your overall brand.
On the one hand, clients expect consistency
and may panic if they think the business is
fundamentally changing. On the other hand,
a brand refresh can inspire confidence in
the new company and can influence a solid
foundation for the future.
Are your print and web marketing materials
up-to-date and perfectly tailored for your target
market? Is it time for a new slogan? Perhaps
refresh your social media presence or try
new marketing channels? These are essential
questions as you refine your succession plan.
Whether you’re considering a full rebrand or
a smaller refresh, meeting with Susan can help
outline your next steps. By taking the time to
evaluate your existing brand and messaging,
your investment remains secure and on track
for a smooth transition.
CONFIDENCE
“Our firm needed a comprehensive plan for moving
forward. Susan helped us ask the right questions,
identify goals, consider options and execute the plan.
Thanks to Susan’s guidance, we improved and increased
the number of our client relationships. And with this
new, clear vision of our ideal client, we created a brand
strategy and a plan for growing our firm.”
J . P u y e a r
F i n a n c i a l H o r i z o n s , L L C
{ w w w. c o m }
E V A L U A T E , T R A I N Y O U R T E A M A N D M A X I M I Z E G R O W T H
One of the biggest challenges your
company will face during any transition is
retraining your existing team—and any new
acquisitions. By exploring differences between
your business approaches, your timeline
for onboarding new clients, and any other
business development challenges you may be
facing, Susan can help craft a customized plan
to get everyone on the same page.
If you are working with different learning
styles or levels of seniority, it is essential
to approach new training delicately yet
effectively. Having a succession planning
strategist with a business development
background working with your team to
address inevitable changes can help you
feel confident with this transition. Reap the
benefits of this transition time and maximize
your growth opportunities.
TEAMWORK
“Susan is a talented coach, masterful communicator,
and an incredible strategist. She has an innate ability
for knowing when to invoke these skills to bring together
a variety of viewpoints into a clarity of purpose.
Through her empathetic listening and creative process,
she produces clear messaging and meaningful direction.
If you’re looking for results look no further than Susan.”
A . K r a u s C F P ® C l i e n t A d v i s o r / B r a n c h M a n a g e r
M e r c e r A d v i s o r s
{ w w w. m e r c e r a d v i s o r s . c o m }
SDSusan Danzig, LLCBusiness Development Coachingfor Financial Services Professionals
A D D R E S S
533 Moraga Road Suite 220 Moraga, CA 94556
P H O N E
(925) 954-1773
F A X
(925) 226-3907
E - M A I L
susan@susandanzig.com
W E B S I T E
www.susandanzig.com
SUCCESS
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