Tag Archives: Client Engagement

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Ep. #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®



Financial advisors who focus on an authentic client experience, tend to form the strongest bonds with their clients – where the clients see their advisor as irreplaceable. 

In this episode, Referral Coach Bill Cates is joined by Albert Fox CFP®, CIMA®, executive director and financial advisor at Fox, Penberthy & Dehn. Al discusses how he worked to boost engagement with his clients and maintain truly authentic connections that maximize their client experience. Al also shares how he leverages those connections into introductions to more right-fit prospects.

Albert discusses: 

  • What keeps him performing as a top advisor.
  • What client engagement and an authentic client experience means to him.
  • How he has worked with his team to make authentic connections.
  • How he leverages a great client connection into new clients.

Connect With Bill Cates:

About Our Guest:

Albert A. Fox: Albert Fox CFP®, CIMA® is an executive director and financial advisor with Fox, Penberthy & Dehn, who works directly with high-net worth individuals, families, and small business owners to help them achieve their financial goals. He’s ultimate mission is to inspire a level of confidence in his clients’ financial well-being, so they may pursue their passions and enjoy and preserve the wealth they’ve created. Experience, insight, action. These intrinsic qualities serve as the foundation of Albert’s practice.

Connect With Albert Fox:

 


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Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®



Retirement is such a major milestone in everyone’s life. And while there is no shortage of ideas for client appreciation events, retirement parties are definitely one worth considering. Hosting one of these unique client events not only helps financial advisors create client loyalty for life, it also provides an excellent opportunity for reaching new qualified prospects.

In this episode, Bill Cates interviews Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, about how Joe has leveraged this event marketing strategy to build and extremely successful financial practice. 

Bottom Line: Joe De Sena’s retirement parties yield new clients almost every time. These are not just “feel-good” events. These are business-building client engagement, client appreciation events. 

In this episode, Bill and Joe discuss: 

  • The success Joe has found in hosting retirement parties for his clients – to help him exceed the $1 billion in AUM mark.
  • What it truly looks like to organize these client appreciation events, whether they are virtual or in-person.
  • How retirement parties lead to appointments with qualified prospects right at the event – without asking for them.
  • Other events Joe’s firm has used to enhance client engagement.

Connect With Bill Cates:

Connect with Joe De Sena

About Our Guest:

Joe De Sena CFP®, MBA is a private wealth advisor at Siena Wealth Advisory Group. Joe has been a financial advisor for 27 years. Joe is passionate about protecting his clients and their families from the unexpected. Joe loves to travel, read, run marathons and do charity work.