Ep 77: “Hello, Ideal Client” — With Susan Danzig

The Flexible Advisor
03/06/2022 21 min
Ep 77: “Hello, Ideal Client” — With Susan Danzig

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Episode Synopsis

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’ …

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