Becoming Referable Podcast

Stacey Brown Randall is a three-time entrepreneur, the author of Generating Business Referrals Without Asking, and host of the Roadmap to Grow Your Business podcast.  She has taught her “no asking” referral generation strategy to hundreds of companies including Bank of America and Wells […] The post Stacey Brown Randall on Rethinking Referrals appeared first on Becoming Referable.

Cheryl Holland is President and Founder of Abacus Planning Group, a wealth management firm that manages $1 billion in client assets. Cheryl consistently appears on top advisor lists such as Barron’s and Wealth Manager and the National Association of Personal Financial Advisors recognized her […] The post Cheryl Holland on Process-Driven Success appeared first on Becoming Referable.

Larry Miles is a Principal at AdvicePeriod, whose mission is to reinvent wealth management. Their approach, which includes extensive use of technology in delivering a planning-focused experience, has taken the firm from start-up to over $2 billion in just a few years. His book, […] The post Larry Miles on Building the Firm of the Future appeared first on Becoming Referable.

Heather Robertson Fortner is Partner, Chief Compliance Officer, and Chief Operating Officer at SignatureFD, a firm that manages over 4 billion dollars for more than 1800 clients, and received the Charles Schwab Best in Business Impact Award in 2016. She has 17 years of […] The post Heather Fortner on Establishing Communities of Clients appeared first on Becoming Referable.

Kevin Mulhern is the CEO and founding partner of AdvisorStream, a platform that allows financial advisors to create powerful client communications while automating the referral and lead capture process. He has over 17 years of experience building and launching web-based services for financial advisors. […] The post Kevin Mulhern on Content Marketing as a Differentiator appeared first on Becoming Referable.

Chuck Bean is the Founder and CEO of Heritage Financial Services, an award-winning firm regarded for its tremendous growth and client service. In addition to his executive management duties, he serves as a senior wealth manager to a handful of the firm’s top clients. […] The post Chuck Bean on White Glove Service appeared first on Becoming Referable.

Matt Halloran is partner 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 the Next Frontier of Client Communications appeared first on Becoming Referable.

Stacy Francis, CFP®, CDFA® is a nationally-recognized financial expert and the President and CEO of Francis Financial, a firm that serves women going through transitions. She is also the founder of Savvy Ladies™, a non-profit that has provided free personal finance education and resources […] The post Stacy Francis on the Anatomy of a Differentiated Firm appeared first on Becoming Referable.

NOTE: Our apologies for the intermittent sound glitches in this episode. We’re confident they won’t interfere with your ability to hear and enjoy the content. Jay Palter is a digital business strategist, specializing in the strategic use of social influencer networks for building online visibility […] The post Jay Palter on the Influence of Networking appeared first on Becoming Referable.

Paul Kingsman is a speaker, author, executive coach, and Olympic medalist. He equips financial services professionals to overcome costly distractions and complete what matters most to build their businesses – connecting with prospects and clients, adding assets, and raising revenue. Paul’s book is titled […] The post Paul Kingsman on Defeating Distractions appeared first on Becoming Referable.

Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute, the organization that has created the Certified Financial Transitionist® (CeFT®) designation. Susan has served on the FPA’s National Board of Directors, currently sits on the NFLPA’s Financial Education Advisory Board, and serves […] The post Susan Bradley on the Human Side of Money appeared first on Becoming Referable.

Kevin Quigg is the Chief Strategist at Exponential ETFs. He is involved with the American Customer Satisfaction Index. Through that experience, he has gleaned some interesting insights about what clients of financial advisors value and want most. Kevin has been in the wealth management industry […] The post Kevin Quigg on the Future of Satisfaction appeared first on Becoming Referable.

Kelly Decker is the President of Decker Communications, Inc. A keynote speaker, messaging expert and executive communication coach, she helps professionals and senior leaders unlock their potential. She also personally coaches executive leaders from Fortune 500 companies. She’s the co-author of Communicate to Influence: […] The post Kelly Decker on Creating an Influential Experience appeared first on Becoming Referable.

Robert Sofia is the CEO of Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. He has served over 1,000 financial companies since 2005. He’s an award-winning speaker and author of two best-selling books, […] The post Robert Sofia on Personalized Marketing appeared first on Becoming Referable.

Mary Beth Franklin is an author, speaker, award-winning journalist, Certified Financial Planner, and one of America’s leading experts on Social Security and Medicare. Her weekly column and e-book, Maximizing Your Social Security Retirement Benefits, can be found on Investment News. She is also frequently […] The post Mary Beth Franklin on the Value of Real Expertise appeared first on Becoming Referable.

Jay Coulter, is an investment strategist, practice management consultant, author, podcast host, and award-winning business speaker. He is the Founder of Pinger Systems, a training and technology firm, and has a consulting practice through RC Whatley & Company, both businesses focused on serving advisors, […] The post Jay Coulter on the Drivers of an Irresistible Brand appeared first on Becoming Referable.

Dan Sullivan is an Executive Vice President at Cambridge Investment Research and brings over 30 years of industry experience. Previously an advisor, he is now focused on leading strategic initiatives that support advisors in efficiently growing their independent businesses. He has been instrumental in […] The post Dan Sullivan on Passion, Connection, and Differentiation appeared first on Becoming Referable.

Joe Messinger, CFP, CHFC, CLU, is the co-founder and director of college planning at Capstone Wealth Partners, and CEO of Capstone College Partners. Joe is recognized as a trusted authority in the area of college planning and funding, and trains other financial professionals to […] The post Joe Messinger on What College Planning Can Tell Us About Developing a Niche appeared first on Becoming Referable.

Mark Schoenbeck, CFP, is the Executive Vice President and National Sales Director at Kestra Financial. He has helped top independent financial advisors maximize their revenue, free time, and business value for over 15 years. He previously held senior executive roles at Mutual Service Corporation, […] The post Mark Schoenbeck on the Right Message for the Right Clients appeared first on Becoming Referable.

Beverly Flaxington is the co-founder of The Collaborative, an organization that helps financial services firms with both their business development and their organizational needs. She holds two patents on practice management programs, is a three-time best selling and Gold-award winning author. She is a […] The post Beverly Flaxington on the Magic of Story Telling appeared first on Becoming Referable.