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