ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Ep. #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®"
Episode Synopsis
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® →
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