Gray to Great
Gray to Great
Podcast Description
Rewrite your practice growth playbook.
Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors.
Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics.
This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success.
Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.
Podcast Insights
Content Themes
The podcast delves into critical aspects of the advisory business often overlooked, such as prospecting, client service, referral business, tech adoption, and innovative marketing strategies. Episodes like the one featuring Sean Kelly provide actionable insights into mastering client relationships and adapting sales techniques to meet individual client needs, ensuring listeners gain valuable knowledge that can directly impact their growth.
Rewrite your practice growth playbook.
Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors.
Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics.
This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success.
Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.
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.
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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.
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