Theresa Daneman Email & Phone Number

Drawing on my experience as a financial advisor, wholesaler, social media and marketing manager for financial advisors, I bring a unique perspective to coaching advisors on growing their business and developing enduring relationships with clients, and soon-to-be clients. I work with advisors on prospecting, converting personal relationships to business.

Austin, Texas

Trained financial professionals and enterprise social media managers on using LinkedIn and Twitter to create their brand, build their financial practice and increase client loyalty. All while remaining compliant with SEC and FINRA regulations. My training provided actionable tips because it was designed by a financial professional (me!) for financial.

San Rafael, CA And Austin, TX

I coached financial advisors and insurance brokers on selling long term care insurance at Genworth and New York Life. Provided in-depth yet easy-to-understand product knowledge, quotes and illustrations that met their clients’ protection needs and improved their financial plans while strengthening advisor-client relationships. Sent out a weekly email blast.

NM, CO, CA

Financial consultant to university and K-12 employees. Resolved escalated customer service issues. Received award for developing sales process that increased attendance at on-campus counseling sessions, created greater customer satisfaction, and growth of enrollment and rollover assets transferred in. Generated leads through seminars, referral networking.

San Francisco & New York City

First Marketing Manager to work remote from home office to better address needs of regional clients. Developed marketing strategies and led project team in creating marketing materials for large university clients in 17 states. Achieved +10% market share growth and less than 15% asset attrition, resulting in increased satisfaction of key administrators and.