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