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 recurrin

David DeCelle on How Likability Impacts Referrals

Dec 9th, 2021 42m 10s

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 hu

Shauna Mace on the Connection Between Confidence and Success

Nov 18th, 2021 34m 9s

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 inc

Andrea Schlapia on The Human Drivers of Your Success

Nov 4th, 2021 35m 43s

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 bluepri

Suzanne Siracuse on Building Relationships with the Media

Oct 21st, 2021 47m 8s

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

Julie Littlechild and Steve Wershing on the Latest Client Experience Research

Oct 6th, 2021 30m 29s

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 Inst

Stephanie Bogan on the Value of Authenticity

Sep 23rd, 2021 47m 21s

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

Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection

Sep 9th, 2021 32m 2s

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

Todd Fithian on the Difference Between Advice and Planning

Aug 26th, 2021 38m 24s

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

Melissa Intezar on Strengthening Relationships with COIs

Aug 12th, 2021 38m 42s

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,

Julie Littlechild and Steve Wershing on Creating a Referral Marketing ‘System’

Jul 29th, 2021 29m 13s

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 referra

Carl Richards on “Real” Financial Planning

Jul 15th, 2021 39m 47s

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 sk

Seth Streeter on the Scope of the Offer

Jun 30th, 2021 34m 13s

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, impa

Julie Littlechild and Steve Wershing on Guiding Successful Innovation

Jun 17th, 2021 32m 14s

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 impa

Dave Coffaro on Leading from Zero, Earning and Sustaining Relevance

Jun 3rd, 2021 35m 30s

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 Consult

InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic

May 25th, 2021 35m 27s

“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 J

Eliza De Pardo on Team Compensation Planning

May 6th, 2021 37m 27s

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 service

Sam Richter on the Value of Knowing More About Your Clients and Prospects

Apr 23rd, 2021 36m 2s

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/Kno

Penny Phillips on What It Takes to Run a Successful Business

Apr 8th, 2021 36m 22s

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 powerf

Brad Swineheart on Learning to Leverage the Virtual Environment

Mar 25th, 2021 36m 46s

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 hel

Dan Cuprill on List Building that Drives Referrals

Mar 11th, 2021 35m 9s

Dan is a Certified Financial Planner™ and President of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. Rather than trying to ask for referrals he focuses on enlisting clients in building his mailing lists to organically at

Julie Littlechild and Steve Wershing on Points of Friction

Feb 25th, 2021 23m 49s

The focus today is entirely on making it easy for your clients to refer and ensuring your prospects understand the value you provide. Anything that makes it harder to refer causes “friction”. It may be the client doesn’t remember a good way to

David Wood On Having Tough Conversations

Feb 11th, 2021 43m 46s

David is the Founder and CEO of Play for Real and Focus.ceo and an an expert on performance coaching. More specifically, he focuses on the ways in which our own human nature can get in the way of our success. David believes that tough conversa

Julie Littlechild and Steve Wershing on Clarifying Your Message

Jan 28th, 2021 30m 37s

In this week’s episode, we discuss the importance of describing your target audience and the challenges they face. Research shows that advisors who are very clear about the description of their ideal client, and talk about them frequently, are

Candice Carlton On Using Video to Set Yourself Apart

Jan 14th, 2021 38m 35s

Candice Carlton, is the SVP of advisor education at FiComm Partners. She is responsible for developing the strategy and execution of programs and workshops that help advisors develop their own strategic marketing campaigns, initiatives, videos