Summary: In this conversation, Burak Alpaslan and Dan Dal Degan discuss the importance of educating clients and how that builds a trusted relationship. 

They explore topics around the strategy and playbook Burak uses for client retention, how to help and educate clients through storytelling, lessons around identifying and prospecting for clients, and how culture plays a role in Vital Planning Group’s success. The conversation emphasizes the significance of human connection and genuine relationships in any industry, and how that honesty really pushes for great client relationships.

Why You Should Listen: 

• Educating Clients: Master the art of meaningful client relationships via education best practices.
• Strategy & Playbook on Client Retention: Flex your approach to meet clients' unique needs.
• Building and Branding Your Practice: Burak shares best practices in building an advisory practice's brand from scratch.

More About Burak:
Burak combines his own experience as an entrepreneur with his knowledge of financial planning to help business owners and plan sponsors with the many opportunities and challenges they face both personally and professionally.

He works with business owners to help them create, manage, and protect family wealth. He partners with their tax and legal advisors to put together estate planning strategies to pass their wealth to the next generations and create a future legacy in a tax-efficient manner. Burak provides strategic financial advice at all stages of business ownership including succession and transition strategies for their business.

Over the course of twenty years, Burak has committed himself to understanding, and effectively supporting the needs of employer sponsored qualified plans. He has the expertise to make recommendations that removes obstacles and limitations on plan effectiveness, that avoids unnecessary risks and reduces unnecessary costs and associated fees. With a model that supports an on-going service, Burak provides education and reviews for both plan sponsors and participants throughout the year resulting in improved participant outcomes and compliant plans.

Burak, is a highly sought after financial planner, holding both the AIF and C(k)P designations, enhancing his expertise in investment management and retirement planning. He is also a credentialed CERTIFIED FINANCIAL PLANNER™ and a Retirement Planning Specialist from the University of Pennsylvania’s Wharton School of Business. With a civil engineering degree from the Middle East Technical University and a master's in economics and finance from Hacettepe University, Burak brings a unique blend of analytical skills and financial expertise to his practice, offering clients a full scale of comprehensive guidance.

CRN202803 -8363360

Vital Planning Group is not a subsidiary or affiliate of MML Investor Services LLC., or its affiliated companies. Products and services offered by unaffiliated insurers are not guaranteed, endorsed or recommended by MML Investor Services LLC.