Becoming Referable Podcast

Lisa Kirchenbauer, CFP®, is the Founder of Omega Wealth management and has been in the financial services for 30 years. Lisa is a Registered Life planner® and Certified Financial Transitionist® (CeFT®).  She’s also a Kolbe Certified Consultant™ and uses that assessment to guide her […] The post Lisa Kirchenbauer on attracting and deepening relationships through financial life planning appeared first on Becoming Referable.

Kevin Knebl is an international speaker, trainer and executive coach whose clients range from individuals to Fortune 500 companies. He is the co-author of The Social Media Sales Revolution and a contributing author of Learn Marketing with Social Media in Seven Days. He has […] The post Kevin Knebl on Sincere Conversations 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 traveled around the world to work with senior leadership teams and financial entrepreneurs to help them discover, articulate […] The post Leo Pusateri on YOU, the Advisor appeared first on Becoming Referable.

Joe Martin is a Partner at the Golub Group, a wealth management firm in the San Francisco Bay area providing financial planning and wealth management services with a dozen advisors and managing over $1.5 billion. He is responsible for the overall management of advisory […] The post Joe Martin and Alex Katz on the Value of a Client Persona appeared first on Becoming Referable.

Ben Kniffen is president and COO of LinkedSelling and President of The Elite Digital Group. As co-founder of LinkedSelling, Ben works to help clients increase sales & improve their marketing efforts through LinkedIn marketing tactics, media creation and other online marketing strategies. He oversees […] The post Ben Kniffen on Linking In appeared first on Becoming Referable.

Matt Halloran is CEO and the voice of Top Advisor Marketing. He has worked in financial services for over 20 years as a life and business coach, financial branding and social media expert, along with writing, speaking and hosting a popular podcast. He is […] The post Matt Halloran on Micro-Influencing appeared first on Becoming Referable.

Bob Burg is the author of Endless Referrals, and co-author of The-Go Giver series of management parables. He is a popular speaker who has shared the stage with business leaders, broadcast personalities and even a former U.S. President. Bob has spent 30 years working with sales leaders […] The post Bob Burg on Becoming a Go-Giver appeared first on Becoming Referable.

Todd Fithian, founder of The Legacy Companies, has over two decades of experience in the financial services industry as an advisor, author and trainer. He has worked directly with families, thousands of financial advisors & their teams, large financial institutions and a select group […] The post Todd Fithian on Game-Changing Conversations appeared first on Becoming Referable.

Sheryl Garrett is the founder of Garrett Planning Network. She has been recognized six times by Investment Advisor magazine as “One of the Most Influential People in Financial Planning”, was recognized as one of the “30 Most Influential” people in NAPFA’s 30-year history, and […] The post Sheryl Garrett on Expanding the Reach of Advice appeared first on Becoming Referable.

In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client […] The post Julie Littlechild & Steve Wershing on Client Feedback and a Co-Created Experience appeared first on Becoming Referable.

David Lyon is CEO and Founder of Oranj, the industry’s first freemium wealth management platform, which helps financial advisors run a more efficient practice. He was previously the Principal of Main Street Financial, a $300m+ AUM multi-family office. David is also a speaker on […] The post David Lyon on Less Managing, More Advising appeared first on Becoming Referable.

John Ruhlin is the founder of Giftology, and author of the book by same name. He has developed a philosophy and process for using gifts to gain access to elite clients and generate referrals, and his firm helps automate this process for individuals and […] The post John Ruhlin on Growing by Giving appeared first on Becoming Referable.

April Rudin, Founder and President of The Rudin Group, is a financial services and wealth management marketing strategist. She is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. April is recognized as an “Influencer” […] The post April Rudin on the Future of Advisor Marketing appeared first on Becoming Referable.

Tad Fabiaschi is Vice President of Audience Development with Asset TV Inc., a free and comprehensive library of videos, whitepapers and programs to support due diligence and on-going professional education. In a previous role, Tad helped international companies introduce themselves to new markets in […] The post Tad Fabiaschi on Becoming Watchable appeared first on Becoming Referable.

Jeff Marsden is Chief Product & Strategy Officer at Xtiva Financial Systems. He has founded or co-founded five companies across several industries. He is a frequent contributor to industry publications, patent holder, mentor to founders of start-ups, and member of the Board of Directors […] The post Jeff Marsden on Engaging Digitally appeared first on Becoming Referable.

Brian Portnoy, Ph.D., CFA, is an author, speaker, and Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. His books are titled […] The post Brian Portnoy on Funded Contentment appeared first on Becoming Referable.

Jay Baer is President of Convince and Convert, a consulting firm that works with some of the world’s most iconic brands gain and keep more customers. He is a 7th generation entrepreneur, a recent inductee into the Professional Speaking Hall of Fame, and the […] The post Jay Baer on Creating Talk Triggers to Drive Referrals appeared first on Becoming Referable.

Megan Carpenter is co-founder and CEO of FiComm Partners, LLC, a firm that delivers strategic communications programs to clients via public relations, digital marketing, branding, social media and creative services. Under Megan’s leadership, FiComm has expanded to three regional offices across the United States. […] The post Megan Carpenter on Authentic Connections appeared first on Becoming Referable.

Danilo Kawasaki is the Co-Founder, Vice-President and COO of Gerber Kawasaki, where he oversees compliance and day-to-day operations.  His career accomplishments include tripling his previous branch’s revenue in three years, and turning it into the top office in the company. In 2018, Danilo was […] The post Danilo Kawasaki on Limitless Growth appeared first on Becoming Referable.

Dr. Moira Somers is a clinical neuropsychologist, professor and executive coach. As the founder of Money, Mind, and Meaning, Moira trains financial professionals across North America to work more effectively with the whole spectrum of challenges their clients bring to them. She’s also the author of the book, Advice […] The post Moira Somers on the Psychology of Advice appeared first on Becoming Referable.