84 episodi

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

    • Economia

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.

    Peter Atwater on Effective Conversations with Underconfident Clients

    Peter Atwater on Effective Conversations with Underconfident Clients

    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 […]

    • 42 min
    Jim Asplund on Thinking Beyond Rational Satisfaction and Toward Emotional Connection

    Jim Asplund on Thinking Beyond Rational Satisfaction and Toward Emotional Connection

    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 […]

    • 52 min
    Brian Fricke on Creating a Trademarked Client Experience

    Brian Fricke on Creating a Trademarked Client Experience

    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 […]

    • 36 min
    Julie Littlechild and Steve Wershing on Focusing on Marketing Campaigns, not Tactics

    Julie Littlechild and Steve Wershing on Focusing on Marketing Campaigns, not Tactics

    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 […]

    • 23 min
    Samantha Russell on Having a Digital Footprint

    Samantha Russell on Having a Digital Footprint

    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. […]

    • 33 min
    Lindsay Pedersen on Brand Strategy

    Lindsay Pedersen on Brand Strategy

    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 […]

    • 36 min

Top podcast nella categoria Economia

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