Where Rancho Cordova City Hall
American River North Room
2729 Prospect Park Drive
Rancho Cordova, CA 95670
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Agenda
7:30 am
Registration, Breakfast & Networking
8:10 am
Welcome, Chapter Announcements & Sponsor Acknowledgements
8:40 am
Presentation Begins
9:40 am
Q & A / Presentation Ends
9:45/10:00 am
Raffle & Closing Remarks
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Topic:
The Key to Confidently Communicating Your Value and Fees
Speaker(s):
Susan Danzig
Susan Danzig, LLC
Business Development Coaching for
Financial Services Professionals
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Description:
During this content rich presentation, Susan Danzig, Business Development Expert to Financial Services Professionals, will address the critical elements to setting yourself up for attracting the results you are committed to experiencing. You will leave the meeting with tools to support you in the following areas:
* How to expand your mindset so that you are confident in your client meeting process, the value it brings, and the fees you are charging
* How to clarify and communicate your value so that clients clearly understand the practical as well as the emotional benefits your service will provide
* How to determine what only you can provide and what your client will miss by not choosing you. What differentiates you and how to communicate that to new clients?
* How to tie it all together so that you are better prepared for building strong, confident, and trustworthy relationships with your clients.
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About the Speaker(s):
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|  | | Susan Danzig | |
Since 1994, Susan Danzig has been working with financial services professionals. She helps her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing plans. As a result, she guides her clients in welcoming greater income and ongoing success. In addition to her experience working with clients, she values education. Susan is a graduate of the University of Colorado in Boulder and a Certified Business
Development Coach. Through Coach U, one of the premier coach training programs in the world, she has received training in advanced group, business, corporate and personal coaching skills. Susan regularly invests in post-graduate programs to further her training, knowledge and specialty areas.
A strong contributor to the community, Susan is on the Board of the Financial Planning Association as Chair of the East Bay Chapter, and Past Committee Member for NorCal, the largest Financial Planning Association conference in Northern California. Susan resides in Moraga, California and consults with financial services professionals all across the country.
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Thank You to Our 2017 Sponsors!
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