Financial Advisor Success Quiz

Are you a Financial Advisor looking to take your practice and your book of business to the next level? 

If so, in less than 4 minutes you will...
- Assess your systems for attracting new prospects and moving them into the right products and services.
- Discover where you are “on track” and what areas of your business, need your attention.

After taking the assessment, check your inbox for your resulting score and some important next steps based on where you are today.

To your success!

Best regards,

Susan Danzig

Business Development Expert

For Financial Services Professionals


Former National FPA Board Member


533 Moraga Road, Suite 220

Moraga, CA 94556


Phone 925.954.1773