Becoming Referable Podcast

Dave Patchen is Senior Vice President, Education & Practice Management, at Raymond James Financial Services. Formerly an advisor, independent contractor, recruiter, and regional director, he has now accumulated over 3000 hours of one-on-one coaching with advisors over the last 12 years. Dave is frequently […] The post Dave Patchen on Making Meaningful Connections appeared first on Becoming Referable.

George Hartman has worked for over 40 years as an advisor, educator and executive in both the insurance and investment industries. He is now a speaker, coach, and best-selling author of books like EXIT is NOT a Four Letter Word – How to Transition […] The post George Hartman on Closing the Referral Loop appeared first on Becoming Referable.

Kelli Cruz is a consultant, writer, speaker, and founder of Cruz Consulting Group, committed to building “talent wealth” and helping advisory firms realize their true potential. Prior to this, she founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research […] The post Kelli Cruz on Engaging the Team appeared first on Becoming Referable.

Gail Graham is the founder and Principal of Graham Strategy, LLC, a strategic marketing and consulting firm for advisors and organizations who are committed to improving wealth management for consumers. Previously she was the CMO at United Capital, and EVP of marketing and business […] The post Gail Graham on Authentic Branding appeared first on Becoming Referable.

Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence™ podcast, and the author of several books including How to Give Financial Advice to Women, How to Give Financial Advice to Couples, and Breaking Money […] The post Kathleen Burns Kingsbury on Breaking Money Silence appeared first on Becoming Referable.

Mark Tibergien is Chief Executive Officer of Pershing Advisor Solutions, prior to which he was a principal at Moss Adams LLP. Mark has worked with hundreds of public and private companies on matters related to business management, transition planning and strategy formulation, since 1976. […] The post Mark Tibergien on Brand, Culture and Referability appeared first on Becoming Referable.

Dan Allison is a speaker and the founder and President of The Feedback Marketing Group, a consulting firm helping large organizations and individual professionals implement a system to duplicate their top clients and attract more quality prospects. Dan has drawn on his background in […] The post Dan Allison on the Psychology of Referrals appeared first on Becoming Referable.

John Anderson is the Managing Director of Practice Management Solutions for the SEI Advisor Network. He has been with SEI for over 20 years and is responsible for all programs focused on helping financial advisors grow their businesses, create efficiencies in their operations and […] The post John Anderson on the Future of Referrals appeared first on Becoming Referable.

Scott McKain is an author, speaker, podcaster, and globally recognized authority on how organizations and professionals create distinction to attract and retain customers — and stand out in a hyper-competitive marketplace. His book entitled “Create Distinction: What to Do When ‘Great’ Isn’t Good Enough […] The post Scott McKain on Creating a Distinctive Business appeared first on Becoming Referable.

Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group. He is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor […] The post Michael Kitces on Building a Referable Profile appeared first on Becoming Referable.

Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. Her firm takes an evidence-based approach to helping advisors align an engaging client experience with a compelling personal vision for their businesses.  Absolute Engagement works with institutions and advisors, offering programs such as […] The post Julie Littlechild on Creating an Extraordinary Client Journey appeared first on Becoming Referable.

Spenser Segal is the CEO of ActiFi, Inc., a software and solutions company focused on delivering scalable practice management programs to advisors and the institutions that support them. He has more than 20 years of experience in the financial services industry, both as a […] The post Spenser Segal on Processes Worth Talking About appeared first on Becoming Referable.

David Meerman Scott is a speaker, author, and internationally acclaimed strategist, whose 10 books include Real-Time Marketing & PR, a Wall Street Journal bestseller, Newsjacking, World Wide Rave, and The New Rules of Sales & Service. His advice and insights help people, products and organizations […] The post David Meerman Scott on Making Marketing Great Again appeared first on Becoming Referable.

Randy Gerber is the founder of Gerber, LLC, a firm dedicated to working with first-generation entrepreneurs, and being a place where these individuals find more than just financial advice. Randy is a member of the Raymond James Financial Services Leaders Council, has served on […] The post Randy Gerber on Serving with Passion appeared first on Becoming Referable.

Josh Patrick is a founding principle of Stage 2 Planning Partners and creator of Ask Josh Patrick. Through these businesses, he helps private business owners and their advisors create extraordinary value in their professional and personal lives. Josh is also a speaker, host of […] The post Josh Patrick on Sustainable Success appeared first on Becoming Referable.

Sam Richter is a best-selling author, speaker, and creator of Know More University. As a thought leader on sales intelligence, he helps professionals learn the inside secrets for finding and controlling information, and then leveraging it to build valuable business relationships. Sam serves on […] The post Sam Richter on Selling Intelligently appeared first on Becoming Referable.

Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She has served on the Board of Directors of the Financial Planning Association, and as an adjunct professor in the Personal […] The post Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients appeared first on Becoming Referable.

Brett Davidson is the Founder of FP Advance and the Uncover Your Business Potential program. He has worked closely with hundreds of financial planning firms in the UK, Ireland and the Netherlands to make their businesses more fun, client-focused, and profitable. Brett writes regularly […] The post Brett Davidson on Growing (Without Losing Your Soul) appeared first on Becoming Referable.

Raghav Sharma is the co-founder and CEO of GuideVine, which helps financial advisors elevate their digital footprint and connect to consumers right for their practice. Bloomberg and CNBC have called GuideVine the “match.com” for consumers looking for financial advisors. Takeaway quote: “It’s moving beyond […] The post Raghav Sharma on Creating an Outstanding Online Presence appeared first on Becoming Referable.

Ted Jenkin, founder of oXYGen Financial, Inc., is an entrepreneur, leader, and social media pioneer in the financial services industry. Ted has been quoted in more than 75 publication and newspapers including being a featured columnist for the Wall Street Journal ‘The Experts’, and […] The post Episode 10 – Ted Jenkin on the Future of Advisor Marketing appeared first on Becoming Referable.