Providing 11-star client service can be a huge differentiator for your practice, helping you to retain clients and their referrals. Join us for an insightful discussion on building client connections through delivering an elevated standard of service. Host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, is joined by guest, Anthony “Tony” Engrassia, ChFC®, LUTCF®, NSSA®, CFF ®, Financial Planner and founder of Wealth Management Strategies and the creator of the Strategic Freedom Process™.

Tony shares his journey in the financial services industry and the client service strategies that have fueled the growth of his practice.

Key Topics Discussed:

• Importance of Exceptional Client Service: How providing top-tier client service is crucial for building trust, fostering long-lasting relationships, and setting advisors apart from the competition.
• Red Carpet Treatment: Engrassia details the “red carpet” experience his firm creates for clients, including personalized parking spaces, refreshments, thoughtful gestures for life events, and memorable celebrations.
• Holistic Planning Process: Tony shares his “Strategic Freedom Process,” which involves having meaningful conversations with clients to understand their unique needs and goals beyond just financial objectives.
• Tools for Multi-Generational Planning: The effectiveness of utilizing tools like The Bucket Plan® and Family Estate Organizer in enhancing the client experience through generations.
• Implementing Service Standards: How to integrate elevated service standards into your firm’s processes.
• Relationship Managers: The concept of assigning a dedicated “relationship manager” to each client is discussed, ensuring that someone on the team has the deepest connection and understanding of the client’s needs.

Tune in to learn 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