Episode 3
Commitment, Consistency and Confidence: the DeCelle Approach
David DeCelle, President of Model FA Coaching, joins Greg and Phil to discuss strategies for improving the client experience and building an army of fans. David's coaching approach emphasizes the importance of growth, personal branding, and social media optimization to retain top talent.
The conversation dives into the importance of elevating the client experience by intentionally advancing relationships, getting feedback from clients, cross-educating clients and having "gold mine" conversations to ask for introductions to potential clients.
KEY POINTS:
- ∙ David shares Model FA's mission to transform the financial services industry by helping advisors develop the mindset, habits, and strategies of the fastest-growing advisors.
- ∙ The DeCelle Approach involve Commitment, Consistency, and Confidence, to help advisors move their businesses and service to others forward through daily actions within their control.
- ∙ David discusses Advisor DNA, an approach that highlights how personality determines confidence in receiving referrals, and the four types of personality: the Connector, Rainmaker, Guardian, and Architect.
- ∙ Advisors can embrace their personality strengths to get referrals.
Connect with Phil
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Connect with David DeCelle
