Founded in 2001 by Susan Danzig, the company specializes in providing business development coaching, consulting, and marketing services tailored specifically for financial professionals. Their mission is to help financial advisors, wealth managers, and RIAs clarify their marketing message and implement strategies to consistently attract and close ideal, high-value clients. The firm offers various programs, including one-on-one coaching and group sessions, focusing on lead generation, branding, and sales conversion.

Founded in

United States