Becoming Referable Podcast

For more than five years we’ve had the extreme privilege of talking to the best and the brightest about how to become more referable and to drive more referrals. In this final episode of the Becoming Referable podcast, we highlight the recurring themes that […] The post The Final Episode! Laying a Foundation for Referral Growth appeared first on Becoming Referable.

David DeCelle is the President of Model FA, a coaching company and agency that helps advisors drive growth and transform the client experience. Our conversation includes: The connection between ‘likability’ and referral growth Using video to humanize touchpoints with clients The importance of being […] The post David DeCelle on How Likability Impacts Referrals appeared first on Becoming Referable.

Shauna Mace is Head of Practice Management and Managing Director with SEI. She’s responsible for programs that help advisors create efficiencies in their operations, differentiate their practices, and grow their businesses. Our conversation includes: The role of confidence in driving success The importance of […] The post Shauna Mace on the Connection Between Confidence and Success appeared first on Becoming Referable.

Andrea Schlapia is the Founder and CEO of Ironstone, a firm that helps financial advisors enhance their strategic planning process, business development efforts and operational efficiency. Our conversation includes: The Fundamental 4: a blueprint to create extraordinary business The team challenges that advisors and […] The post Andrea Schlapia on The Human Drivers of Your Success appeared first on Becoming Referable.

Suzanne Siracuse is the founder and CEO of Suzanne Siracuse Consulting, a company that specializes in advising financial services firms on business strategies, marketing programs and advocacy initiatives. Our conversation includes: Lessons from Suzanne’s personal journey from CEO and publisher of InvestmentNews to starting […] The post Suzanne Siracuse on Building Relationships with the Media appeared first on Becoming Referable.

For what seems like a very long time we’ve been talking about how the global pandemic has impacted the client experience and if these changes will be only temporary. Absolute Engagement’s latest investor research, with Investments & Wealth Institute, delivers some answers – and […] The post Julie Littlechild and Steve Wershing on the Latest Client Experience Research appeared first on Becoming Referable.

Stephanie Bogan is the founder of Limitless, a company that helps advisors to build a successful business on their own terms while enjoying a more fulfilled and happy life. Our conversation includes: The power of high-performance happiness The three types of value advisors deliver […] The post Stephanie Bogan on the Value of Authenticity appeared first on Becoming Referable.

During the pandemic, advisors had to find new ways to engage with clients. Video proved to be a great resource to deliver and maintain a personal connection with clients and prospects. And there is no turning back. We believe that advisors can benefit from […] The post Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection appeared first on Becoming Referable.

Todd Fithian is a founder of the Legacy Companies, a firm that offers training, consulting, and coaching for advisors. In his role as managing partner, Todd provides the vision and leadership for his team. Our conversation includes: The impact of the global pandemic on […] The post Todd Fithian on the Difference Between Advice and Planning appeared first on Becoming Referable.

In her role as Vice President and Manager of Enterprise Consulting at AssetMark, Melissa Intezar helps financial advisors grow and evolve. Her primary responsibility is managing the design and delivery of consulting content to producer groups, hybrid firms, and ensemble RIAs. She also runs […] The post Melissa Intezar on Strengthening Relationships with COIs appeared first on Becoming Referable.

Driving more referrals is more about the systems you use than the tactics you employ. Systems not only create a better experience for your clients and prospects but allow you to operate efficiently. Having a formal process to track your referral sources and communicate […] The post Julie Littlechild and Steve Wershing on Creating a Referral Marketing ‘System’ appeared first on Becoming Referable.

Carl Richards is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl is a frequent keynote speaker at financial planning conferences around the world. Through his simple sketches, Carl makes complex financial […] The post Carl Richards on “Real” Financial Planning appeared first on Becoming Referable.

Seth Streeter is the Founder and Chief Impact Officer at Mission Wealth, a California based wealth management firm. Seth is a thought-leader and helps clients reframe their perspective of wealth beyond the financial, to lead more balanced, impactful, and fulfilling lives. Our conversation includes: […] The post Seth Streeter on the Scope of the Offer appeared first on Becoming Referable.

Innovation is critical to the future of your business. But that doesn’t mean that every source of innovation is right for you because it also carries risk. Invest in the wrong things and not only can you waste time and money but negatively impact […] The post Julie Littlechild and Steve Wershing on Guiding Successful Innovation appeared first on Becoming Referable.

Dave Coffaro believes your business depends on staying relevant to clients and that you have to earn that relevance every day. Coffaro is a strategic leadership advisor, executive coach and author. As principal of the Strategic Advisory Consulting Group, Dave works with financial businesses and […] The post Dave Coffaro on Leading from Zero, Earning and Sustaining Relevance appeared first on Becoming Referable.

“We got more clients and referrals in 2020 than ever before.” That quote got our attention, but it is the reality for InTandem Financial. InTandem Financial is a strategic wealth advisory firm located in Mechanicsburg, Pennsylvania.  Partners Jay Broeg, CFP and Matt Krise, CFP formed InTandem Financial in 2018 as […] The post InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic appeared first on Becoming Referable.

Eliza De Pardo is the Founder and Director of De Pardo Consulting. She launched De Pardo Consulting after almost a decade as a Co-Founder and a Director of FA Insight, a research and consulting firm that exclusively served the financial services industry. She brings […] The post Eliza De Pardo on Team Compensation Planning appeared first on Becoming Referable.

Knowledge is power. And the more you know about prospective clients before you meet them, the more likely you can form a connection and win them as clients. Sam Richter is a best-selling author, speaker, and founder and CEO of SBR Worldwide/Know More. As […] The post Sam Richter on the Value of Knowing More About Your Clients and Prospects appeared first on Becoming Referable.

Penny is President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. We discuss what it takes to grow a […] The post Penny Phillips on What It Takes to Run a Successful Business appeared first on Becoming Referable.

Brad is the VP of Channel Marketing and Business Development at White Glove. Under his leadership, the firm has grown to support more than 1,500 advisors who have hosted upwards of 10,000 seminars. In the last year, the focus has shifted to helping advisors […] The post Brad Swineheart on Learning to Leverage the Virtual Environment appeared first on Becoming Referable.