Susan Notaras

Director of Teaming and Practice Development
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Susan Notaras

As Director of Teaming and Practice Development at Penn Mutual, Susan leads high-performance teaming nationally, coaching at the field leader level, as well as at the team level. Working with advisers on emerging and established teams to identify and implement business planning and practice development, Susan has built a reputation for targeted coaching that works.

Through reinforcing high-performance habits and focusing on strategies that will open new markets that will grow a robust client base, Susan has achieved solid results with every team she has worked with. Susan has hands-on field experience with all levels of advisers and markets and believes that increased productivity is a direct result of utilizing good habits, best practices, a sound work ethic and a targeted approach to business.

Stories by Susan Notaras

So What’s All the Fuss About Teaming?

By Susan Notaras | March 28, 2017

About two years ago, Penn Mutual decided to pilot an initiative surrounding team selling, starting with just five firms and doubling that in the second year. We saw positive results in productivity and retention, enough to move teaming from a piloted initiative to a contributing strategy.