All Episodes

November 10, 2021 22 min

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:

  • BillCates@referralcoach.com
  • (301) 497-2200
  •  Referral Coach Homepage
  •  Hire Bill for Coaching
  •  Enroll in The Cates Academy
  • 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:

  • LinkedIn: Albert A. Fox
  •  

    Share
    Mark as Played

    Advertise With Us

    Popular Podcasts

    Bob Saget's Here For You

    Bob Saget's Here For You

    BOB SAGET’S HERE FOR YOU is a podcast that is like no other— For one, this podcast has guests who are friends of Bob’s, or just really interesting people who many of you know and love. Secondly, this podcast is unique because it goes inside Bob Saget’s mind, and then quickly filters out through his mouth. Bob has a way of calming people he has conversations with as well as being entertaining and often informative. Bob talks with his guests with genuine empathy and humor, while reaching his unusually diverse audience that he talks to as a friend, Bob is the dad with great advice, the irreverent funny guy who’s always there when you need a laugh, and the free-associative Bob who goes off on crazy tangents then returns to the subject at hand, as serious or as comedic as it may be, to wrap up each episode in a way only Bob can do. Because he really does believe, “He’s here for you."

    Dateline NBC

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Crime Junkie

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    For You

      Music, radio and podcasts, all free. Listen online or download the iHeart App.

      Connect

      © 2022 iHeartMedia, Inc.

      • Help
      • Privacy Policy
      • Terms of Use
      • AdChoicesAd Choices