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’ … <a class="btn btn-default" href="https://theflexibleadvisor.blubrry.net/2022/06/03/ep-77-hello-ideal-client-with-susan-danzig-tfa-amktg/"> Read More Read More</a>

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’ … Read More Read More

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.&nbsp; In this episode, Susan Danzig, a Certified Business Development Coach for financial advisors, joins David Partain to discuss the ‘why’ and ‘how’ … <a href="https://theflexibleadvisor.blubrry.net/2022/06/03/ep-77-hello-ideal-client-with-susan-danzig-tfa-amktg/" rel="noopener noreferrer"> Read More Read More</a>

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

Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt.   Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients.  We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment.  Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well.  Visit our website to learn more: https://ntam.northerntrust.com/

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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients. We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment. Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well. Visit our website to learn more: https://ntam.northerntrust.com/

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

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