Ep 73: Sandro Forte Shares How He Built a Top Financial Advisory Firm Through a Great Client Experience

Providing a great client experience is often the key to building a great business, but how do we do it? 

From a tactic as simple as tweaking out-of-office responses to building robust systems, Chris and Sandro Forte discuss strategies to providing remarkable client experience. 

Welcome to 2025! Now that we’re past the holidays and into the new year, it’s time to think about what you want to accomplish this year. Deciding what type of business you want to build can be an exciting process, yet also feel overwhelming at times. 

To help us think about what is possible, today’s guest is Sandro Forte. He’s built one of the top financial advisory firms in the UK and he’s here to tell us how you can do the same. His story will inspire you to build the firm and life you’ve always wanted.

Sandro Forte is the Principal Partner of Forte Financial and a keynote speaker who has helped entrepreneurs all around the world. He started his career at the age of 21. Within two years, he was among the top producers for a large UK company and by 1993 he had been recruited to lead the growth in another major organization with outstanding results in both sales and recruitment. Three years later he decided it was time to start his own company – a business which has grown exponentially every year since.

Sandro is the host of a hugely popular podcast series called the Sandro Forte Podcast. He is also the author of the international best-selling book Dare to be Different (now published in eight languages) and he is also an incredibly dedicated philanthropist who has single-handedly raised over £25m for various good causes. 

Schedule a virtual coffee with me using the form on the right.