11-Star Customer Service: The Key to Building Lasting Client Connections

The Rainmaker Multiplier On-Demand Podcast

11-Star Customer Service: The Key to Building Lasting Client Connections

In This Episode

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.


11-Star Customer Service: The Key to Building Lasting Client Connections

About the Guest

Anthony “Tony” Engrassia, LUTCF®, NSSA®, CFF ®, is a highly accomplished financial planner and the founder of Wealth Management Strategies, Inc. With over 30 years of experience, he specializes in retirement planning, income distribution, social security, estate planning, and insurance planning. He is also a series 65 securities license holder and licensed for life, health, and long-term care insurance. Tony is recognized for authoring books, creating the Strategic Freedom Process™ financial planning approach, and teaching educational workshops on financial topics.

Tony’s expertise and client-centric approach have earned him numerous accolades. He is a life member and elite Top of the Table member of the Million Dollar Round Table (MDRT). He is also actively involved with the National Association of Certified Financial Fiduciaries, National Association of Insurance and Financial Advisors, Rotary Club, Knights of Columbus, and nonprofits promoting financial literacy. His commitment to professionalism and serving clients’ best interests make him a trusted advisor in the financial planning industry.