The Evolving Advisor Podcast

Ep 009: Deborah Danielson: Determination & Hard Work Lead to Big Success

Episode Notes

In this episode, Jeff and Deborah discuss:

• Deborah’s self-driven start in financial planning in 1981

• The multi-pronged marketing approach to growing her award-winning business

• Her evolution from advisor to highly successful CEO

• Giving back through wine making and writing

Key Takeaways:

• Build your business by investing in your personal relationships with others

• Educate your market before your ask for the sale

• Learn to fire yourself

• Be authentic to attract the right clients

"If you want to live like others you dream about today, you've got to do what others won't do today to get there" — Deborah Danielson

 

References:

The Dash - a poem by Linda Ellis

Why Me?: Seeking Answers In Your Grief - Deborah Danielson

Connect with Deborah Danielson:  

Website: https://www.danielsonfinancialgroup.com/

Twitter: https://twitter.com/DanielsonFinanc

Facebook: https://www.facebook.com/DanielsonFinancialGroup/

LinkedIn: https://www.linkedin.com/in/deborah-danielson-50b26513

Connect with Jeffrey Concepcion:

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/