Phil Bender is an awarded industry leader with more than 30 years of experience in the financial services sector. He’s processed those experiences into a growth-based program to help individuals achieve a CEO mindset. His mission-driven objective is to impact one million people through his writing, coaching programs, workshops, and public speaking.
In this conversation, Phil discusses the concept of concierge financial planning and its parallels with concierge healthcare. He explores the idea of providing a deeper relationship and a higher level of service to clients, going beyond the traditional approach of computer-generated plans. Phil emphasizes the importance of building relationships, understanding core values, and delivering exceptional service to create a unique and valuable advisor-client dynamic. The conversation also touches on the psychological barriers advisors may face when embracing a concierge approach and the benefits of expanding one’s perspective on wealth and experiences.
“Concierge financial planning is a key strategy to separate yourself from the pack when prospecting or developing new clients.” – Phil Bender
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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President of Model FA, David DeCelle
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