Podcast: Education’s Role in Retirement Plan Advising

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.

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 provides strategic financial advice at all stages of business ownership including succession and transition strategies for their business.

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.

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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.