There’s no shortage of financial advisors but there is a shortage of financial advisors who prioritize exceptional client service. Providing 11-star client service can be a huge differentiator for your practice and help to retain clients and receive more referrals. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guest Anthony "Tony" Engrassia, ChFC®, LUTCF®, NSSA®, CFF ®, Financial Planner and founder of Wealth Management Strategies and the creator of the Strategic Freedom Process™, as they discuss the importance of building client connections through a higher standard of service. Learn how Tony and Dave have successfully grown their practices by focusing on delivering exceptional client service. Together they explore practical strategies and ideas for creating memorable experiences, strengthening relationships, and fostering multi-generational client loyalty.

Resources:

• The Dan Sullivan Question by Dan Sullivan
• The Bucket Plan® Best Interest Process