Susan Danzig has been a business development coach for financial services professionals since 1994. She is a business development expert with extensive experience coaching 1000+ experienced and emerging financial advisors in both small and large firms. She excels in guiding financial services professionals with strategic planning, navigating change, increasing revenue, and achieving greater business success in diverse business models.

Danzig is an experienced business strategist with advanced industry expertise, advising on strategies for moving firms forward. Provides a unique insight into challenges, goals, and areas of development to best support these professionals. Master Certified Neurolinguistic Programing (“NLP”) Practitioner offering a fresh perspective in analyzing situations to achieve professional goals.

National Board Member of the Financial Planning Association committed to the mission of the organization.

Master Networker skilled in recruiting and engaging professionals, initiating key partnerships and establishing a shared vision for success. Proven ability to unite groups, ascertain real issues, and develop plans that deliver results.

Education, Certifications, and Boards:

  • Bachelor of Arts Degree, International Affairs (University of Colorado – Boulder, CO)
  • Certified Business Development Coach (International Association of Women in Business Coaching – IAWBC)
  • Master Certified Neuro Linguistic Programming (NLP) Practitioner (NLP of California)
  • Coach Training (Coach U – Steamboat Springs, CO)
  • Business Management Training Courses (The Entrepreneurial Edge, Consulting Alliance – Santa Rosa, CA)
  • Public Speaking (Landmark Education Corporation – San Francisco, CA)


  • National Board Member for the Financial Planning Association
  • Chair of the East Bay Chapter of the Financial Planning Association
  • President of the East Bay Chapter of the Financial Planning Association
  • President-Elect of the East Bay Chapter of the Financial Planning Association

Areas of Expertise

  • Business development consulting for financial services professionals with varying business models including brand analysis targeting the appropriate markets, clarifying areas of expertise and attracting their ideal clients.
  • Master NLP Practitioner to provide innovative analysis of situations and drive goal achievement.


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