ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®"
Episode Synopsis
Retirement is such a major milestone in everyone’s life. And while there is no shortage of ideas for client appreciation events, retirement parties are definitely one worth considering. Hosting one of these unique client events not only helps financial advisors create client loyalty for life, it also provides an excellent opportunity for reaching new qualified … Continue reading Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP® →
More episodes of the podcast Top Advisor Podcast
#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
20/11/2025
#101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz
05/11/2025
#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
08/10/2025
#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
10/09/2025
In God we trust