Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed

Join us in this episode of Five Star Tips to listen to long-time Academy member and industry veteran, Joseph Lanza, CEO of The Lanza Financial Group. In the last decade, as an academy member, his practice has more than tripled to over $200M AUM. Joe focuses on adding value and delivering an exceptional client experience.  He runs his highly efficient practice with only two team members. With the help of the Academy, Joe was able to integrate strong systems, procedures and workflows that allow his firm to provide extraordinary client service efficiently and effectively, without sacrificing work/life balance. Joe shares some of the tools he has used to create an elite, comprehensive wealth management practice that can genuinely help clients – which for Joe, is the most rewarding aspect of the business.

Be sure to catch this highly informative episode of Five Star Tips.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

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