Becoming Referable Podcast

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.

Steve Sanduski, founder of Belay Advisor, offers coaching and training programs for financial advisors. He’s also the co-founder of ROL Advisor, a company that offers Life-Centered Planning technology and training that helps advisors put their client’s life at the center of the conversation not […] The post Steve Sanduski on Breaking World Records in Your Advisory Business appeared first on Becoming Referable.

Founded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients through word of mouth, referrals, and personal introductions. Bill’s goal is to help advisors increase revenue without increasing marketing expenses. His books, Get More […] The post Bill Cates on Radical Relevance appeared first on Becoming Referable.

In this special episode, Julie Littlechild and Steve Wershing talk about adopting a voice of the client strategy in your business and discuss different methods that can be utilized when putting together and implementing this strategy. Takeaway Quote: “We can learn as much about how […] The post Julie Littlechild & Steve Wershing on a Voice of the Client Strategy appeared first on Becoming Referable.

Tina Powell is the CEO of C-Suite Social Media, a digital marketing consultancy for the financial services industry. With over 20 years of work in hands-on digital marketing campaign and strategy, Tina’s extensive experience has kept her on the cutting edge of marketing and […] The post Tina Powell on Brand Importance appeared first on Becoming Referable.

As co-founder and CEO of Heroic Public Speaking, Michael Port teaches actors and non-actors alike to give better performances both onstage and off. Port points out that how we carry out our roles determines our outcomes, good or bad, at work, at home, and […] The post Michael Port on The Act of Performance appeared first on Becoming Referable.

Brittany Anderson is the Co-founder of Dare to Dream Enterprises and has been the Director of Operations at Sweet Financial for over 10 years.  In her management role, Brittany helps with strategic planning of the practice, controls the day-to-day operations, and provides leadership to […] The post Brittany Anderson on Having The Right Mind-Set appeared first on Becoming Referable.

Kristina Paider is a world-class business strategist and screenwriter. She helps companies connect with their customers by applying Hollywood storytelling techniques to their marketing and communications. Her company, The Hollywood Approach, is a platform that leverages the art and neuroscience of story to help […] The post Kristina Paider on Unlocking the Secret of Story-Telling appeared first on Becoming Referable.

Jennifer Goldman is a coach who has helped hundreds of advisors transform into profitable, higher growth businesses. In the work she does, Jen focuses on strategic planning, recalibrating staff and resources and creating operational efficiencies. Takeaway Quote: “If you off board clients well, you feel […] The post Jennifer Goldman on How to Say ‘Good-Bye’ to the Wrong Clients appeared first on Becoming Referable.

Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors. With over 25 years of experience in practice management and consulting, he works with the Professional Development Team on research and curriculum development of their professional development programs. Takeaway Quote: “When […] The post Michael Futterman on the Art of Story-Telling appeared first on Becoming Referable.