Becoming Referable Podcast

For more than five years we've had the extreme privilege of talking to the best and the brightest about how to become more referable and to drive more referrals. In this final episode of the Becoming Referable podcast, we highlight the recurring themes that […] The post The Final Episode! Laying a Foundation for Referral Growth appeared first on Becoming Referable.

David DeCelle is the President of Model FA, a coaching company and agency that helps advisors drive growth and transform the client experience. Our conversation includes: The connection between ‘likability' and referral growth Using video to humanize touchpoints with clients The importance of being […] The post David DeCelle on How Likability Impacts Referrals appeared first on Becoming Referable.

Shauna Mace is Head of Practice Management and Managing Director with SEI. She's responsible for programs that help advisors create efficiencies in their operations, differentiate their practices, and grow their businesses. Our conversation includes: The role of confidence in driving success The importance of […] The post Shauna Mace on the Connection Between Confidence and Success appeared first on Becoming Referable.

Andrea Schlapia is the Founder and CEO of Ironstone, a firm that helps financial advisors enhance their strategic planning process, business development efforts and operational efficiency. Our conversation includes: The Fundamental 4: a blueprint to create extraordinary business The team challenges that advisors and […] The post Andrea Schlapia on The Human Drivers of Your Success appeared first on Becoming Referable.

Suzanne Siracuse is the founder and CEO of Suzanne Siracuse Consulting, a company that specializes in advising financial services firms on business strategies, marketing programs and advocacy initiatives. Our conversation includes: Lessons from Suzanne's personal journey from CEO and publisher of InvestmentNews to starting […] The post Suzanne Siracuse on Building Relationships with the Media appeared first on Becoming Referable.

For what seems like a very long time we've been talking about how the global pandemic has impacted the client experience and if these changes will be only temporary. Absolute Engagement's latest investor research, with Investments & Wealth Institute, delivers some answers – and […] The post Julie Littlechild and Steve Wershing on the Latest Client Experience Research appeared first on Becoming Referable.

Stephanie Bogan is the founder of Limitless, a company that helps advisors to build a successful business on their own terms while enjoying a more fulfilled and happy life. Our conversation includes: The power of high-performance happiness The three types of value advisors deliver […] The post Stephanie Bogan on the Value of Authenticity appeared first on Becoming Referable.

During the pandemic, advisors had to find new ways to engage with clients. Video proved to be a great resource to deliver and maintain a personal connection with clients and prospects. And there is no turning back. We believe that advisors can benefit from […] The post Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection appeared first on Becoming Referable.

Todd Fithian is a founder of the Legacy Companies, a firm that offers training, consulting, and coaching for advisors. In his role as managing partner, Todd provides the vision and leadership for his team. Our conversation includes: The impact of the global pandemic on […] The post Todd Fithian on the Difference Between Advice and Planning appeared first on Becoming Referable.

In her role as Vice President and Manager of Enterprise Consulting at AssetMark, Melissa Intezar helps financial advisors grow and evolve. Her primary responsibility is managing the design and delivery of consulting content to producer groups, hybrid firms, and ensemble RIAs. She also runs […] The post Melissa Intezar on Strengthening Relationships with COIs appeared first on Becoming Referable.

Driving more referrals is more about the systems you use than the tactics you employ. Systems not only create a better experience for your clients and prospects but allow you to operate efficiently. Having a formal process to track your referral sources and communicate […] The post Julie Littlechild and Steve Wershing on Creating a Referral Marketing ‘System' appeared first on Becoming Referable.

Carl Richards is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl is a frequent keynote speaker at financial planning conferences around the world. Through his simple sketches, Carl makes complex financial […] The post Carl Richards on “Real” Financial Planning appeared first on Becoming Referable.

Seth Streeter is the Founder and Chief Impact Officer at Mission Wealth, a California based wealth management firm. Seth is a thought-leader and helps clients reframe their perspective of wealth beyond the financial, to lead more balanced, impactful, and fulfilling lives. Our conversation includes: […] The post Seth Streeter on the Scope of the Offer appeared first on Becoming Referable.

Innovation is critical to the future of your business. But that doesn't mean that every source of innovation is right for you because it also carries risk. Invest in the wrong things and not only can you waste time and money but negatively impact […] The post Julie Littlechild and Steve Wershing on Guiding Successful Innovation appeared first on Becoming Referable.

Dave Coffaro believes your business depends on staying relevant to clients and that you have to earn that relevance every day. Coffaro is a strategic leadership advisor, executive coach and author. As principal of the Strategic Advisory Consulting Group, Dave works with financial businesses and […] The post Dave Coffaro on Leading from Zero, Earning and Sustaining Relevance appeared first on Becoming Referable.

“We got more clients and referrals in 2020 than ever before.” That quote got our attention, but it is the reality for InTandem Financial. InTandem Financial is a strategic wealth advisory firm located in Mechanicsburg, Pennsylvania.  Partners Jay Broeg, CFP and Matt Krise, CFP formed InTandem Financial in 2018 as […] The post InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic appeared first on Becoming Referable.

Eliza De Pardo is the Founder and Director of De Pardo Consulting. She launched De Pardo Consulting after almost a decade as a Co-Founder and a Director of FA Insight, a research and consulting firm that exclusively served the financial services industry. She brings […] The post Eliza De Pardo on Team Compensation Planning appeared first on Becoming Referable.

Knowledge is power. And the more you know about prospective clients before you meet them, the more likely you can form a connection and win them as clients. Sam Richter is a best-selling author, speaker, and founder and CEO of SBR Worldwide/Know More. As […] The post Sam Richter on the Value of Knowing More About Your Clients and Prospects appeared first on Becoming Referable.

Penny is President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. We discuss what it takes to grow a […] The post Penny Phillips on What It Takes to Run a Successful Business appeared first on Becoming Referable.

Brad is the VP of Channel Marketing and Business Development at White Glove. Under his leadership, the firm has grown to support more than 1,500 advisors who have hosted upwards of 10,000 seminars. In the last year, the focus has shifted to helping advisors […] The post Brad Swineheart on Learning to Leverage the Virtual Environment appeared first on Becoming Referable.

Dan is a Certified Financial Planner™ and President of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. Rather than trying to ask for referrals he focuses on enlisting clients in building his mailing lists to organically attract the right clients. Dan […] The post Dan Cuprill on List Building that Drives Referrals appeared first on Becoming Referable.

The focus today is entirely on making it easy for your clients to refer and ensuring your prospects understand the value you provide. Anything that makes it harder to refer causes “friction”. It may be the client doesn’t remember a good way to describe […] The post Julie Littlechild and Steve Wershing on Points of Friction appeared first on Becoming Referable.

David is the Founder and CEO of Play for Real and Focus.ceo and an an expert on performance coaching.  More specifically, he focuses on the ways in which our own human nature can get in the way of our success. David believes that tough […] The post David Wood On Having Tough Conversations appeared first on Becoming Referable.

In this week’s episode, we discuss the importance of describing your target audience and the challenges they face. Research shows that advisors who are very clear about the description of their ideal client, and talk about them frequently, are the ones who attract the […] The post Julie Littlechild and Steve Wershing on Clarifying Your Message appeared first on Becoming Referable.

Candice Carlton, is the SVP of advisor education at FiComm Partners. She is responsible for developing the strategy and execution of programs and workshops that help advisors develop their own strategic marketing campaigns, initiatives, Videos and Podcasts. Carlton also co-hosts the New Skool podcast […] The post Candice Carlton On How You Can Use Video In Your Business As A Way To Set Yourself Apart appeared first on Becoming Referable.

Michelle Donovan is a Partner at Productivity Uncorked and an accomplished referral and business coach. She has spent the last 18 years helping financial advisors gain focus, overcome fears and achieve exceptional . Michelle’s client typically surpass their personal best in business development, often […] The post Michelle Donovan on Focusing on Women to Drive Referrals appeared first on Becoming Referable.

In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand how clients are thinking now, in order to  to adapt to their changing needs and attitudes. Takeaway Quote: […] The post Julie Littlechild and Steve Wershing on Evolving the Client Experience Through Client Feedback appeared first on Becoming Referable.

Angela D’Angelo, Vice-President of Training & Client Experience at National Bank Financial, is an accomplished executive manager with 25 years of experience in Wealth Management services. She is known for her ability to attract and develop advisors and her own team to create an […] The post Angela D’Angelo on The Impact of Team Structure on Your Ability to Grow appeared first on Becoming Referable.

In this week’s episode, we shift our focus slightly to focus on referrals from Centers of Influence. Specifically, we look at the ways you can improve the number of referrals you receive by understanding why professionals don’t refer more now and how you can […] The post Julie Littlechild and Steve Wershing on Referrals from Centers of Influence appeared first on Becoming Referable.

Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and a speaker. She advises her clients on how to achieve a referral explosion by teaching them how to receive referrals […] The post Stacey Brown Randall on How to Get More Referrals Without Asking appeared first on Becoming Referable.

In this week’s episode, we discuss strategies for efficiently creating and utilizing content. Specifically, we look at how to get more return on your investment of time by repurposing content so you can enjoy the benefits of the additional clients and referrals it can […] The post Julie Littlechild and Steve Wershing on Creating Content By Breaking Things Apart appeared first on Becoming Referable.

Meg is the founder of Flow Financial Planning, LLC, a virtual financial planning firm dedicated to early-to-mid-career women in tech. She advises her clients on every aspect of their financial lives, specializing in stock compensation. And most of that work has always been conducted […] The post Meg Bartelt On Mastering the Virtual Client Experience appeared first on Becoming Referable.

David is the Founder and CEO of Play for Real and Focus.ceo. David is an expert on performance coaching and the ways in which human nature can get in the way of our success. He focuses on creating blueprints for avoiding distractions and setting […] The post David Wood On How Distractions And Multitasking Are Keeping You From Achieving The Success That You Deserve appeared first on Becoming Referable.

Katherine is the Founder and CEO of Concentric Private Wealth. She focuses on helping clients understand why they’re making the decisions they make and aligning their investment strategies with values-based life choices, helping them achieve their financial goals with comfort and clarity. Katherine is […] The post Katherine Liola on Building a Powerful Personal Brand and Platform appeared first on Becoming Referable.

David is the Founder and CEO of Living Wealth Media, North America’s leading life enrichment platform for private wealth advisors. David has a track record of marketing innovation in the wealth management industry. David has long been an advocate of niche marketing for financial […] The post David Finley on Creating Experiences to Connect With Your Clients in a Digital World appeared first on Becoming Referable.

Jill Lublin is an international speaker on the topics of Radical Influence, Publicity, Networking, Kindness and Referrals.   She is the author of 4 Best Selling books including Get Noticed…Get Referrals (McGraw Hill) and co-author of Guerrilla Publicity and Networking Magic.  Her latest book, Profit […] The post Jill Lublin on Getting Noticed and Generating More Referrals appeared first on Becoming Referable.

Brent is co-founder and Chief Evangelist at Facet Wealth, a fintech and financial life planning firm whose mission is to make high quality financial advice affordable and accessible to everyday Americans. As Chief Evangelist, Brent guides the vision of Facet’s financial life planning experience, […] The post Brent Weiss on the use of FinTech to enhance your advisory business appeared first on Becoming Referable.

In this week’s episode, we discuss strategies to stay connected with your clients, a process that is more important than ever.  Specifically, we look at the role of client feedback and how and why it’s changing. Client needs are changing and so to must […] The post Julie Littlechild and Steve Wershing on How Client Feedback Has Changed appeared first on Becoming Referable.

Heather Ettinger, Founder & CEO,of Luma Wealth Advisors, has devoted more than 25 years to the financial services industry. She specializes in helping clients and their families create strategic financial plans to guide them through major life transitions. Heather is widely recognized for her […] The post Heather Ettinger on Supporting and Understanding Women’s Wealth Needs appeared first on Becoming Referable.

Eric Clarke is the CEO of  Orion Advisor Solutions, a recognized thought leader and an advocate for fiduciary advice.  He appears regularly as a contributor to Investment News and The Journal of Financial Planning, and has received numerous industry awards including ThinkAdvisors’ IA25 in […] The post Eric Clarke on the Evolution of Client Service While Working from Home and Beyond appeared first on Becoming Referable.

Evan Rapoport is the Founder and CEO of SMArtX Advisory Solutions, a. Building on years of experience in the institutional asset management segment, Evan pioneered managed accounts technology that would allow wealth managers of all types to access the same strategies typically only available […] The post Evan Rapoport on Outsourcing to Drive Efficiencies appeared first on Becoming Referable.

Award-winning speaker and Globe and Mail best-selling author and international speaker Dr. Tom Deans believes that the unprecedented wealth transfer in Canada of $1 trillion will transform lives, culture, and the nation itself. Thought-provoking and contrarian, Deans is the author of Every Family’s Business, […] The post Tom Deans on the Importance of Estate Planning and How to Have These Conversations With Clients appeared first on Becoming Referable.

Leo Pusateri, President and CEO of Pusateri Consulting and Training, is recognized as one of the leading experts on defining and pricing your value. Leo has travelled around the world to work with senior leadership teams, and financial entrepreneurs to help them discover, articulate […] The post Leo Pusateri on ‘The Game Has Changed’ what’s going on with the coronavirus pandemic and how to act now appeared first on Becoming Referable.

Tim Welsh is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of […] The post Tim Welsh on How Digital Strategy Will Impact Client Experience and the Client Journey appeared first on Becoming Referable.

Chip Munn is the CEO of Signature Wealth Group. After leaving teaching, Chip joined the financial services profession and, since then has gone on to build a wealth management enterprise with 10 advisors and over $1.3 billion under management. In addition to running Signature […] The post Chip Munn on Finding Success by Helping Coach Clients Through This Difficult Time appeared first on Becoming Referable.

Peter Atwater is a researcher, speaker, writer, university professor, President of Financial Insyghts LLC, and an expert in the psychology of confidence. Specific to this episode, he is an expert on how your brain changes when you lose confidence. Everyone is familiar with the […] The post Peter Atwater on Effective Conversations with Underconfident Clients appeared first on Becoming Referable.

Jim Asplund is Chief Scientist of Gallup’s Strengths-Based Development and Performance Impact Consulting practices. He is also coauthor of Human Sigma: Managing the Employee-Customer Encounter, which serves as a guide for leaders and managers who want to dramatically increase productivity, retain high-value customers and […] The post Jim Asplund on Thinking Beyond Rational Satisfaction and Toward Emotional Connection appeared first on Becoming Referable.

Brian Fricke is the founder and CEO of Financial Management Concepts, a Fee Only financial planning, retirement planning and wealth management company. Author, speaker, investment manager, wealth manager, and Certified Financial Planner®, Brian travels the world surfing with his sons, practicing what he preaches […] The post Brian Fricke on Creating a Trademarked Client Experience appeared first on Becoming Referable.

In this special episode, Julie and Steve discuss the benefits of coordinating your marketing into campaigns. Organizing communications and activities around a theme reinforces the message and creates multiple impressions that can systematically raise interest among your clients or prospects. And the process reinforces […] The post Julie Littlechild and Steve Wershing on Focusing on Marketing Campaigns, not Tactics appeared first on Becoming Referable.

Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten, a digital marketing and website development company for financial advisors. Samantha helps financial advisors create digital marketing strategies through website development, content marketing, SEO, social media and video that produce explosive growth. […] The post Samantha Russell on Having a Digital Footprint appeared first on Becoming Referable.

Lindsay Pedersen is a brand strategist who views brand as a blend of science, intuition, behavioral economics, and ancient storytelling. She developed the Ironclad Method ™ while building brands with companies such as Starbucks, Clorox, Zulily, T-Mobile, IMDb, and burgeoning start-ups. Lindsay is also […] The post Lindsay Pedersen on Brand Strategy appeared first on Becoming Referable.