119 episodes

Becoming Referable is a bi-weekly podcast that will help you increase referrals. Each episode focuses on actionable ideas that you can use in your business - right away. Your hosts are referral and client engagement experts, Stephen Wershing and Julie Littlechild and, along with their guests, they’ll share current research, evidence-based strategies and insights from experts from within financial services and beyond.

Becoming Referable Podcast Becoming Referable Podcast

    • Business
    • 5.0 • 1 Rating

Becoming Referable is a bi-weekly podcast that will help you increase referrals. Each episode focuses on actionable ideas that you can use in your business - right away. Your hosts are referral and client engagement experts, Stephen Wershing and Julie Littlechild and, along with their guests, they’ll share current research, evidence-based strategies and insights from experts from within financial services and beyond.

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

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

    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 […]

    • 29 min
    Carl Richards on “Real” Financial Planning

    Carl Richards on “Real” Financial Planning

    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 […]

    • 39 min
    Seth Streeter on the Scope of the Offer

    Seth Streeter on the Scope of the Offer

    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: […]

    • 34 min
    Julie Littlechild and Steve Wershing on Guiding Successful Innovation

    Julie Littlechild and Steve Wershing on Guiding Successful Innovation

    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 […]

    • 32 min
    Dave Coffaro on Leading from Zero, Earning and Sustaining Relevance

    Dave Coffaro on Leading from Zero, Earning and Sustaining Relevance

    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 […]

    • 35 min
    InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic

    InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic

    “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 […]

    • 35 min

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