Becoming Referable Podcast

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. Candice also co-hosts the New Skool podcast with […] The post Candice Carlton On Using Video 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 businessess. Michelle’s client typically surpasses a personal best in business development and […] 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.