In testament to Phil Cannella’s work as a consumer advocate, he put in place a system that ensured that all those who came to get information about the proprietary Crash Proof Retirement System would get only the best service and recommendations that were best suited to their needs.
Phil Cannella explains that the first aspect of his process is one of discovery. One where it is incumbent on the financial professional sitting with a client to understand the client’s needs, their goals, their desires and what they want their money and assets to do during retirement. Phil Cannella explains that there is no one-size-fits-all in the financial world today. Financial recommendations must be based on a client’s need and not one financial vehicle could possibly be right for everyone.
In order to put such a system in place, Phil Cannella realized that he would be unable, because of time constraints, to sit with every single client who came through his doors. And so he created what he terms his “Design Team” who are not commission based, but are salary based, to review a prospective client’s goals and needs and pick the financial vehicles that are most suited to their needs and desires.
This was done to ensure that each client received unbiased recommendations that were not tainted with the idea of what might pay higher commissions.
All along the way Phil Cannella built a quality control system that would enable and ensure that each client received the best possible education as they came through his doors and ensured that the recommendations being made were in keeping with the client’s desires. In testament to this consumer-oriented process are the hundreds of testimonials from the many happy clients who thank Phil Cannella and his team for protecting their retirement.