129 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 • 2 Ratings

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.

    The Final Episode! Laying a Foundation for Referral Growth

    The Final Episode! Laying a Foundation for Referral Growth

    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 […]

    • 36 min
    David DeCelle on How Likability Impacts Referrals

    David DeCelle on How Likability Impacts Referrals

    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 […]

    • 42 min
    Shauna Mace on the Connection Between Confidence and Success

    Shauna Mace on the Connection Between Confidence and Success

    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 […]

    • 34 min
    Andrea Schlapia on The Human Drivers of Your Success

    Andrea Schlapia on The Human Drivers of Your Success

    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 […]

    • 35 min
    Suzanne Siracuse on Building Relationships with the Media

    Suzanne Siracuse on Building Relationships with the Media

    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 […]

    • 47 min
    Julie Littlechild and Steve Wershing on the Latest Client Experience Research

    Julie Littlechild and Steve Wershing on the Latest Client Experience Research

    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 […]

    • 30 min

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