In this episode of "Gray to Great," Dan Dal Degan interviews Phil Senderowitz, a 2025 Plan Advisor of the Year in the Covering the Gap category, focusing on the importance of providing retirement solutions for small and mid-size businesses. They discuss the impact of recent legislation, the significance of understanding client needs, and the value of specialization in the retirement planning industry. Phil shares his personal journey into retirement planning, lessons learned from market downturns, and insights on how to effectively engage with clients to ensure their financial well-being.
More About Phil Senderowitz:
Phil is an Investment Advisor Representative with Global Retirement Partners. As a Managing Director for Strategic Retirement Partners, Phil is responsible for servicing clients, as well as growing the firm’s practice in the Central Florida market. He is a specialist in investment due diligence processes, fiduciary best practices, and provider benchmarking. Phil also provides extensive experience in delivering customized employee education services to help promote more positive retirement outcomes.
With more than two decades of industry experience, Phillip has served as Chief Investment Officer for Chepenik Financial and also as a Private Financial Advisor at SunTrust Bank. Phillip is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (TM) professional. He is a regular speaker at industry conferences, actively serves on the board of several community organizations, and is a trustee of the City of Maitland Police & Fire Pension Fund.
Phillip lives in Orlando, Florida with his wife, two sons. He is an avid runner and has completed three marathons. He also enjoys reading and spending family vacations skiing.
What is Gray to Great?
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.