Becoming Referable Podcast: Recent Episodes
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 emerged over the years. Despite the varied approaches and insights of [...]
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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 intentional with the client experience How small actions help create a [...]
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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 setting attainable goals How to break goals into small, tangible and [...]
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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 firms face Setting your team up for success while working from [...]
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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 her own firm The essential components of content marketing The mistakes [...]
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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 reminds us of the danger of making assumptions. In today’s podcast, [...]
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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 How to position yourself as a trusted advisor for prospects The [...]
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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 incorporating video into their communication strategy to add value for clients, [...]
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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 advisors The stages of the Legacy Advice Model The difference between [...]
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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 Leadership Advantage Program for larger ensemble advisory firms. Our conversation [...]
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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 with referred prospects can make a significant difference. To help take [...]
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 concepts easy to understand. His sketches also serve as the foundation [...]
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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: An overview of Mission Wealth’s Inspired Living Platform Redefining your role [...]
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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 your business. To help you eliminate “innovation risk” we examine how [...]
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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 nonprofits to define, design and deliver their vision through operating models [...]
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“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 a multi-leader ensemble under the Northwestern Mutual. The firm of seven [...]
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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 deep industry expertise and a unique ability to create clarity for [...]
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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 a thought leader on sales intelligence, he helps professionals learn the [...]
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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 successful business and the steps every advisor should take to ensure [...]
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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 leverage virtual events and social media to drive growth by creating [...]
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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 attract the right clients. Dan systematized his client service approach and believes those systems form a [...]
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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 describe your service or provide an introduction. It may be that once [...]
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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 conversations are our doorways to confidence and success and he lays [...]
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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 the ones who attract the most referrals. Specifically, we look at how you can help clientsovercome [...]
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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 and podcasts. Candice also co-hosts the New Skool podcast with Megan Carpenter A media expert, Candice has hosted video and podcast [...]
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Michelle Donovan is a Partner at Productivity Uncorked and an accomplished referral and business coach. She has spent the last 18 years helping financial advisors gain focus, overcome fears and achieve exceptional businessess. Michelle’s client typically surpasses a personal best in business development and she shares that many have doubled their performance in the first [...]
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In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand how clients are thinking now, in order to to adapt to their changing needs and attitudes. Takeaway Quote: "95% of advisors said the client experience needs to evolve as [...]
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Angela D’Angelo, Vice-President of Training & Client Experience at National Bank Financial, is an accomplished executive manager with 25 years of experience in Wealth Management services. She is known for her ability to attract and develop advisors and her own team to create an environment of continuous improvement. Take away quote: “If advisors could just find [...]
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In this week’s episode, we shift our focus slightly to focus on referrals from Centers of Influence. Specifically, we look at the ways you can improve the number of referrals you receive by understanding why professionals don’t refer more now and how you can get intentional about how you nurture those relationships. Takeaway Quote: "Building [...]
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Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and a speaker. She advises her clients on how to achieve a referral explosion by teaching them how to receive referrals without asking, without paying, and without manipulation. Take away quote: “When you [...]
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In this week’s episode, we discuss strategies for efficiently creating and utilizing content. Specifically, we look at how to get more return on your investment of time by repurposing content so you can enjoy the benefits of the additional clients and referrals it can attract. Takeaway Quote: "You don’t need to reinvent the wheel for [...]
The post Julie Littlechild and Steve Wershing on Creating Content By Breaking Things Apart appeared first on Becoming Referable.
Meg is the founder of Flow Financial Planning, LLC, a virtual financial planning firm dedicated to early-to-mid-career women in tech. She advises her clients on every aspect of their financial lives, specializing in stock compensation. And most of that work has always been conducted virtually. Take away quote: “Client relationships do not have to suffer [...]
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David is the Founder and CEO of Play for Real and Focus.ceo. David is an expert on performance coaching and the ways in which human nature can get in the way of our success. He focuses on creating blueprints for avoiding distractions and setting actionable goals that we can implement in our businesses and personal [...]
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Katherine is the Founder and CEO of Concentric Private Wealth. She focuses on helping clients understand why they’re making the decisions they make and aligning their investment strategies with values-based life choices, helping them achieve their financial goals with comfort and clarity. Katherine is an expert in behavioral advice and has built a powerful personal [...]
The post Katherine Liola on Building a Powerful Personal Brand and Platform appeared first on Becoming Referable.
David is the Founder and CEO of Living Wealth Media, North America's leading life enrichment platform for private wealth advisors. David has a track record of marketing innovation in the wealth management industry. David has long been an advocate of niche marketing for financial advisors to differentiate from the often indistinguishable competition. His latest venture, [...]
The post David Finley on Creating Experiences to Connect With Your Clients in a Digital World appeared first on Becoming Referable.
Jill Lublin is an international speaker on the topics of Radical Influence, Publicity, Networking, Kindness and Referrals. She is the author of 4 Best Selling books including Get Noticed...Get Referrals (McGraw Hill) and co-author of Guerrilla Publicity and Networking Magic. Her latest book, Profit of Kindness went #1 in four categories. Jill is a master [...]
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Brent is co-founder and Chief Evangelist at Facet Wealth, a fintech and financial life planning firm whose mission is to make high quality financial advice affordable and accessible to everyday Americans. As Chief Evangelist, Brent guides the vision of Facet’s financial life planning experience, ensures consistent brand messaging internally and in the industry, and acts [...]
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In this week’s episode, we discuss strategies to stay connected with your clients, a process that is more important than ever. Specifically, we look at the role of client feedback and how and why it’s changing. Client needs are changing and so to must the ways in which we gather feedback. Takeaway Quote: "Asking the [...]
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Heather Ettinger, Founder & CEO,of Luma Wealth Advisors, has devoted more than 25 years to the financial services industry. She specializes in helping clients and their families create strategic financial plans to guide them through major life transitions. Heather is widely recognized for her in-depth expertise, experience and dedication to helping women build their financial [...]
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Eric Clarke is the CEO of Orion Advisor Solutions, a recognized thought leader and an advocate for fiduciary advice. He appears regularly as a contributor to Investment News and The Journal of Financial Planning, and has received numerous industry awards including ThinkAdvisors’ IA25 in 2012 and 2019 and Investment News’ Icon & Innovators Award in [...]
The post Eric Clarke on the Evolution of Client Service While Working from Home and Beyond appeared first on Becoming Referable.
Evan Rapoport is the Founder and CEO of SMArtX Advisory Solutions, a. Building on years of experience in the institutional asset management segment, Evan pioneered managed accounts technology that would allow wealth managers of all types to access the same strategies typically only available to the largest investors. He has been featured on the FOX [...]
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Award-winning speaker and Globe and Mail best-selling author and international speaker Dr. Tom Deans believes that the unprecedented wealth transfer in Canada of $1 trillion will transform lives, culture, and the nation itself. Thought-provoking and contrarian, Deans is the author of Every Family’s Business, described as the best-selling family business book of all-time and selected [...]
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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 travelled around the world to work with senior leadership teams, and financial entrepreneurs to help them discover, articulate and capitalize on their value. He teaches professionals the principles of [...]
The post Leo Pusateri on ‘The Game Has Changed’ what’s going on with the coronavirus pandemic and how to act now appeared first on Becoming Referable.
Tim Welsh is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a regular columnist for RIABiz, [...]
The post Tim Welsh on How Digital Strategy Will Impact Client Experience and the Client Journey appeared first on Becoming Referable.
Chip Munn is the CEO of Signature Wealth Group. After leaving teaching, Chip joined the financial services profession and, since then has gone on to build a wealth management enterprise with 10 advisors and over $1.3 billion under management. In addition to running Signature Wealth Strategies, he's also the host of the new podcast, Maximum [...]
The post Chip Munn on Finding Success by Helping Coach Clients Through This Difficult Time appeared first on Becoming Referable.
Peter Atwater is a researcher, speaker, writer, university professor, President of Financial Insyghts LLC, and an expert in the psychology of confidence. Specific to this episode, he is an expert on how your brain changes when you lose confidence. Everyone is familiar with the idea of overconfidence. On this episode we talk about under confidence. [...]
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Jim Asplund is Chief Scientist of Gallup’s Strengths-Based Development and Performance Impact Consulting practices. He is also coauthor of Human Sigma: Managing the Employee-Customer Encounter, which serves as a guide for leaders and managers who want to dramatically increase productivity, retain high-value customers and enhance organizational performance. Jim leads Gallup’s worldwide research on the science [...]
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Brian Fricke is the founder and CEO of Financial Management Concepts, a Fee Only financial planning, retirement planning and wealth management company. Author, speaker, investment manager, wealth manager, and Certified Financial Planner®, Brian travels the world surfing with his sons, practicing what he preaches that anyone can experience an Incredible Retirement®. Take away quote: “The [...]
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In this special episode, Julie and Steve discuss the benefits of coordinating your marketing into campaigns. Organizing communications and activities around a theme reinforces the message and creates multiple impressions that can systematically raise interest among your clients or prospects. And the process reinforces a specific idea that can ultimately inspire them to take action. [...]
The post Julie Littlechild and Steve Wershing on Focusing on Marketing Campaigns, not Tactics appeared first on Becoming Referable.
Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten, a digital marketing and website development company for financial advisors. Samantha helps financial advisors create digital marketing strategies through website development, content marketing, SEO, social media and video that produce explosive growth. Takeaway Quote: “Don't overcomplicate it. The whole point is providing value, [...]
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Lindsay Pedersen is a brand strategist who views brand as a blend of science, intuition, behavioral economics, and ancient storytelling. She developed the Ironclad Method ™ while building brands with companies such as Starbucks, Clorox, Zulily, T-Mobile, IMDb, and burgeoning start-ups. Lindsay is also the author of Forging an Ironclad Brand, A Leader’s Guide. Takeaway [...]
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Steve Sanduski, founder of Belay Advisor, offers coaching and training programs for financial advisors. He’s also the co-founder of ROL Advisor, a company that offers Life-Centered Planning technology and training that helps advisors put their client’s life at the center of the conversation not their money. He has authored two books including his best-seller, Avalanche: [...]
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Founded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients through word of mouth, referrals, and personal introductions. Bill’s goal is to help advisors increase revenue without increasing marketing expenses. His books, Get More Referrals Now! and Don’t Keep Me a Secret! have revolutionized the [...]
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In this special episode, Julie Littlechild and Steve Wershing talk about adopting a voice of the client strategy in your business and discuss different methods that can be utilized when putting together and implementing this strategy. Takeaway Quote: “We can learn as much about how people are thinking by watching their behaviors.” “We can learn as [...]
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Tina Powell is the CEO of C-Suite Social Media, a digital marketing consultancy for the financial services industry. With over 20 years of work in hands-on digital marketing campaign and strategy, Tina’s extensive experience has kept her on the cutting edge of marketing and social media. Takeaway Quote: “Don't try to be this omni-channel superhero [...]
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As co-founder and CEO of Heroic Public Speaking, Michael Port teaches actors and non-actors alike to give better performances both onstage and off. Port points out that how we carry out our roles determines our outcomes, good or bad, at work, at home, and in life. Michael has over 25 years of experience working in [...]
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Brittany Anderson is the Co-founder of Dare to Dream Enterprises and has been the Director of Operations at Sweet Financial for over 10 years. In her management role, Brittany helps with strategic planning of the practice, controls the day-to-day operations, and provides leadership to the team. Brittany also created a platform called Ultimate Advisor Coaching, [...]
The post Brittany Anderson on Having The Right Mind-Set appeared first on Becoming Referable.
Kristina Paider is a world-class business strategist and screenwriter. She helps companies connect with their customers by applying Hollywood storytelling techniques to their marketing and communications. Her company, The Hollywood Approach, is a platform that leverages the art and neuroscience of story to help people accelerate results in their business and life. Takeaway Quote: “We [...]
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Jennifer Goldman is a coach who has helped hundreds of advisors transform into profitable, higher growth businesses. In the work she does, Jen focuses on strategic planning, recalibrating staff and resources and creating operational efficiencies. Takeaway Quote: “If you off board clients well, you feel better, your team feels better and even the clients feel better.” [...]
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Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors. With over 25 years of experience in practice management and consulting, he works with the Professional Development Team on research and curriculum development of their professional development programs. Takeaway Quote: “When people feel that emotional connection, it's because you have displayed to [...]
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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 in client communications, team building, and business strategy. Takeaway Quote: “If [...]
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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 been the top salesperson for four different companies and is a [...]
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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 and capitalize on their value. He teaches professionals the principles of [...]
The post Leo Pusateri on YOU, the Advisor appeared first on Becoming Referable.
Joe Martin is a Partner at Summitry, 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 and planning services for the firm. In addition to providing leadership to the [...]
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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 day to day operations of the company which has grown [...]
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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 author of The Social Media Handbook for Financial Advisors and [...]
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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 and companies to more effectively communicate their value and grow their [...]
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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 of charities throughout North America. He has authored two books including [...]
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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 is the 2019 recipient of the Investment News Icon Award. She [...]
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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 feedback exercise for your business. Takeaway Quote: “When you are truly [...]
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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 financial technology trends and business analysis within the investment industry. Takeaway [...]
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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 organizations. He has been featured in Fox News, Forbes, Fast Company, [...]
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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” in both wealth management and fintech. Takeaway Quote: “The more open [...]
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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 London and New York, as part of BritishAmerican Business (formerly the [...]
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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 of Bristol Gate Capital Partners. Takeaway Quote: “We need to think [...]
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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 Investor’s Paradox and The Geometry of Wealth. Takeaway Quote: “Almost [...]
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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 best-selling author of six books, the newest of which is Talk [...]
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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. She’s also a regular blogger, speaker, and media spokesperson on topics [...]
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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 nominated by Investment News as one of the ”40 Under 40” [...]
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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 That Sticks: How to give financial advice that people will follow. [...]
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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 Fargo Advisors, as well as small businesses and solopreneurs. Takeaway Quote: [...]
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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 as one of the “30 Most Influential People” in its 30-year [...]
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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, It’s That Simple, discusses how to build the service firm of [...]
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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 experience in financial services, as well as a background in professional [...]
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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. Prior to AdvisorStream Kevin had lead roles in developing technology and [...]
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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. He takes a lead role in bringing new clients and new [...]
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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 author of The Social Media Handbook for Financial Advisors and [...]
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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 to over 20,000 women. Takeaway Quote: “It's meeting the client where [...]
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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 and brand. He is a sought-after public speaker, columnist, and also [...]
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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 Distraction-Proof Advisor. Takeaway Quote: “If it's the next step to [...]
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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 as the Dean of Transitions for the Purposeful Planning Institute. She [...]
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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 for 23 years in a variety of capacities working with financial [...]
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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: How to Inspire Your Audience to Action. Takeaway Quote: “Lead with [...]
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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, and has written about marketing for Forbes, The Wall Street Journal, [...]
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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 called upon to discuss these topics on radio and television programs. [...]
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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, their teams and their firms. Jay also started a non-profit organization [...]
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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 providing guidance and oversight for many of Cambridge’s strategic offerings, including [...]
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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 demystify the college funding process with his unique College Pre-Approval™ program. [...]
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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, AssetMark, and Curian Capital. Today, he oversees sales and marketing, recruiting, [...]
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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 regular blogger for Psychology Today and writes a weekly column called [...]
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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 quoted in trade publications on practice management issues. He has been [...]
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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 Your Practice Profitably and Proudly. His firm, Market Logics Inc., is [...]
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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 studies. Kelli was a director in Advisor Services at Charles Schwab [...]
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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 development at Fidelity Investments. Takeaway Quote: “Your aspiration should be [...]
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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 Silence - the basis for this conversation. Her mission is to [...]
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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. Among his long list of industry accolades, he was named The [...]
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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 psychology to gain an understanding of thousands of the kinds of [...]
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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 differentiate their practices. John is frequently quoted in publications, such as [...]
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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 to Grow Your Business” was named by 30 major newspapers as [...]
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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 Success podcast, and the publisher of the popular financial planning industry [...]
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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 Engagement Edge, helping advisors to design a meaningful client journey [...]
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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 successful financial planner, and with leadership roles at American Express Financial [...]
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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 stand out, get noticed and capture hearts and minds. David’s blog [...]
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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 their Executive Council and Chairman’s Council, and has been recognized as [...]
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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 thee Sustainable Business Podcast, podcaster, and has written for the New [...]
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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 Board of Directors of numerous technology companies. He’s also on [...]
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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 Financial Planning Program at the University of California at Irvine. A [...]
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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 for some of the UK’s leading industry publications, including New Model [...]
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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 what is common in a firm or what is common in [...]
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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 appearing frequently on CNN’s Headline News Weekend Express. He writes one [...]
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Chris Westfall is the US National Elevator Pitch Champion, and his strategies have created multi-million dollar results for entrepreneurial companies on four continents. His clients have appeared on Shark Tank, Dragon’s Den and Shark Tank-Australia. He’s the publisher of seven books, including The NEW Elevator Pitch and BulletProof Branding. Chris also teaches his business building [...]
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Alan Moore is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors, and host of the XYPN Radio podcast. He is passionate about helping financial planners start and grow [...]
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Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and studied top producing professionals, their clients and their teams for twenty [...]
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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: Attracting and Retaining High-Net-Worth Female Clients and How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients’ Needs. [...]
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Marie Swift, President and CEO of Impact Communications, has worked with financial advisory firms and allied institutions for over twenty years. A thought leader for thought leaders, she is known for bringing some of the industry's best and brightest voices together for dialog and debate. Her key areas of expertise include social media, PR and [...]
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Steve Wershing is the author of Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Services Business That Sells Itself. As President of The Client Driven Practice, he teaches advisors how to develop their brand, focusing their business on what clients value most and make it the center of their communication strategy, [...]
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John Jantsch is a marketing consultant, speaker and author of Duct Tape Marketing, Duct Tape Selling, The Commitment Engine and The Referral Engine, and the founder of the Duct Tape Marketing Consultant Network. John’s Duct Tape Marketing System has helped thousands of small businesses around the world implement his methodology and training into their marketing [...]
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Michelle Hoskin (Little Miss WOWW!™) is a globally recognized author, speaker and coach. Her innovative yet remarkably effective insights and concepts inspire and excite all those around her as she takes you on a journey to find your purpose, ignite your passion and unleash your power. She also shares tried and tested methods for delivering [...]
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Bill Cates, CSP, CPAE, is widely recognized as the financial services foremost expert in how to build a thriving referral-based business. His books, Get More Referrals Now! and Don’t Keep Me a Secret! have revolutionized the way financial professionals are acquiring more and better clients through referrals. And his latest book, Beyond Referrals, is a [...]
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