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 [...] The post The Final Episode! Laying a Foundation for Referral Growth appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/final-episode-laying-foundation-referral-growth/" rel="nofollow" target="_blank">The Final Episode! Laying a Foundation for Referral Growth</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

The Final Episode! Laying a Foundation for Referral Growth

David DeCelle

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 [...] The post David DeCelle on How Likability Impacts Referrals appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/david-decelle-likability-impacts-referrals/" rel="nofollow" target="_blank">David DeCelle on How Likability Impacts Referrals</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

David DeCelle on How Likability Impacts Referrals

Shauna Mace

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 [...] The post Shauna Mace on the Connection Between Confidence and Success appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/shauna-mace-connection-confidence-success/" rel="nofollow" target="_blank">Shauna Mace on the Connection Between Confidence and Success</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Shauna Mace on the Connection Between Confidence and Success

Andrea Schlapia

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 [...] The post Andrea Schlapia on The Human Drivers of Your Success appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/andrea-schlapia-human-drivers-success/" rel="nofollow" target="_blank">Andrea Schlapia on The Human Drivers of Your Success</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Andrea Schlapia on The Human Drivers of Your Success

Suzanne Siracuse

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 [...] The post Suzanne Siracuse on Building Relationships with the Media appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/suzanne-siracuse-building-relationships-media/" rel="nofollow" target="_blank">Suzanne Siracuse on Building Relationships with the Media</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Suzanne Siracuse on Building Relationships with the Media

Julie Littlechild

Steve Wershing

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 &amp; Wealth Institute, delivers some answers – and reminds us of the danger of making assumptions. In today’s podcast, [...] The post Julie Littlechild and Steve Wershing on the Latest Client Experience Research appeared first on Becoming Referable.

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 &amp; Wealth Institute, delivers some answers – and reminds us of the danger of making assumptions. In today’s podcast, [...] The post <a href="http://www.becomingreferable.com/julie-littlechild-steve-wershing-latest-client-experience-research/" rel="nofollow" target="_blank">Julie Littlechild and Steve Wershing on the Latest Client Experience Research</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Julie Littlechild and Steve Wershing on the Latest Client Experience Research

Stephanie Bogan

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 [...] The post Stephanie Bogan on the Value of Authenticity appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/stephanie-bogan-value-authenticity/" rel="nofollow" target="_blank">Stephanie Bogan on the Value of Authenticity</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Stephanie Bogan on the Value of Authenticity

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, [...] The post Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection appeared first on Becoming Referable.

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, [...] The post <a href="http://www.becomingreferable.com/julie-littlechild-steve-wershing-using-video-create-meaningful-connection/" rel="nofollow" target="_blank">Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

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

Todd Fithian

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 [...] The post Todd Fithian on the Difference Between Advice and Planning appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/todd-fithian-difference-advice-planning/" rel="nofollow" target="_blank">Todd Fithian on the Difference Between Advice and Planning</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Todd Fithian on the Difference Between Advice and Planning

Melissa Intezar

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 [...] The post Melissa Intezar on Strengthening Relationships with COIs appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/melissa-intezar-strengthening-relationships-cois/" rel="nofollow" target="_blank">Melissa Intezar on Strengthening Relationships with COIs</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Melissa Intezar on Strengthening Relationships with COIs

Referral Marketing for Extraordinary Growth

While I enjoy the content of this podcast, I often wonder why Julie is on the show. She is never introduced, sometimes pops in from out of nowhere several minutes into the episode, and is often interrupted by the other host. It comes across as disrespectful and rude, but I don’t think that’s the intention. A more thoughtful introduction of the show, BOTH hosts, and having Julie share the mic more would greatly improve this podcast.

Where’s Julie?

Each epsiode is filled with valuable information.

Becoming Referable Podcast

Steve Sanduski

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: [...] The post Steve Sanduski on Breaking World Records in Your Advisory Business appeared first on Becoming Referable.

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: [...] The post <a href="http://www.becomingreferable.com/steve-sanduski-breaking-world-records-advisory-business/" rel="nofollow" target="_blank">Steve Sanduski on Breaking World Records in Your Advisory Business</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Steve Sanduski on Breaking World Records in Your Advisory Business

Dan Allison

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 [...] The post Dan Allison on the Psychology of Referrals appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/dan-allison-psychology-referrals/" rel="nofollow" target="_blank">Dan Allison on the Psychology of Referrals</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Dan Allison on the Psychology of Referrals

Chuck Bean

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 [...] The post Chuck Bean on White Glove Service appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/chuck-bean-white-glove-service/" rel="nofollow" target="_blank">Chuck Bean on White Glove Service</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Chuck Bean on White Glove Service

Bill Cates

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 [...] The post Bill Cates on Radical Relevance appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/bill-cates-radical-relevance/" rel="nofollow" target="_blank">Bill Cates on Radical Relevance</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Bill Cates on Radical Relevance

Robert Sofia

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, [...] The post Robert Sofia on Personalized Marketing appeared first on Becoming Referable.

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, [...] The post <a href="http://www.becomingreferable.com/robert-sofia-personalized-marketing/" rel="nofollow" target="_blank">Robert Sofia on Personalized Marketing</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Robert Sofia on Personalized Marketing

Chris Westfall

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 [...] The post Episode 9 – Chris Westfall on Creating a Winning Elevator Pitch appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/episode-9-chris-westfall-creating-winning-elevator-pitch/" rel="nofollow" target="_blank">Episode 9 – Chris Westfall on Creating a Winning Elevator Pitch</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Episode 9 – Chris Westfall on Creating a Winning Elevator Pitch

Ted Jenkin

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 [...] The post Episode 10 – Ted Jenkin on the Future of Advisor Marketing appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/ted-jenkin-future-marketing/" rel="nofollow" target="_blank">Episode 10 – Ted Jenkin on the Future of Advisor Marketing</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Episode 10 – Ted Jenkin on the Future of Advisor Marketing

Jay Baer

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 [...] The post Jay Baer on Creating Talk Triggers to Drive Referrals appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/jay-baer-creating-talk-triggers-drive-referrals/" rel="nofollow" target="_blank">Jay Baer on Creating Talk Triggers to Drive Referrals</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Jay Baer on Creating Talk Triggers to Drive Referrals

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 &amp; their teams, large financial institutions and a select group of charities throughout North America. He has authored two books including [...] The post Todd Fithian on Game-Changing Conversations appeared first on Becoming Referable.

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 &amp; their teams, large financial institutions and a select group of charities throughout North America. He has authored two books including [...] The post <a href="http://www.becomingreferable.com/todd-fithian-game-changing-conversations/" rel="nofollow" target="_blank">Todd Fithian on Game-Changing Conversations</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Todd Fithian on Game-Changing Conversations

Evelyn Zohlen

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 [...] The post Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/evelyn-zohlen-magnet-for-ideal-clients/" rel="nofollow" target="_blank">Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients

Kelly Decker

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 [...] The post Kelly Decker on Creating an Influential Experience appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/kelly-decker-creating-influential-experience/" rel="nofollow" target="_blank">Kelly Decker on Creating an Influential Experience</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Kelly Decker on Creating an Influential Experience

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 [...] The post April Rudin on the Future of Advisor Marketing appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/april-rudin-future-advisor-marketing/" rel="nofollow" target="_blank">April Rudin on the Future of Advisor Marketing</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

April Rudin on the Future of Advisor Marketing

Kevin Knebl

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 [...] The post Kevin Knebl on Sincere Conversations appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/kevin-knebl-sincere-conversations/" rel="nofollow" target="_blank">Kevin Knebl on Sincere Conversations</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Kevin Knebl on Sincere Conversations

Michael Kitces

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 [...] The post Michael Kitces on Building a Referable Profile appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/episode-20-michael-kitces-building-referable-profile/" rel="nofollow" target="_blank">Michael Kitces on Building a Referable Profile</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Michael Kitces on Building a Referable Profile

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. [...] The post Mary Beth Franklin on the Value of Real Expertise appeared first on Becoming Referable.

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. [...] The post <a href="http://www.becomingreferable.com/mary-beth-franklin-value-real-expertise/" rel="nofollow" target="_blank">Mary Beth Franklin on the Value of Real Expertise</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Mary Beth Franklin on the Value of Real Expertise

Larry Miles

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 [...] The post Larry Miles on Building the Firm of the Future appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/larry-miles-building-firm-future/" rel="nofollow" target="_blank">Larry Miles on Building the Firm of the Future</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Larry Miles on Building the Firm of the Future

Sam Richter

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 [...] The post Sam Richter on Selling Intelligently appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/sam-richter-selling-intelligently/" rel="nofollow" target="_blank">Sam Richter on Selling Intelligently</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Sam Richter on Selling Intelligently

Dan Sullivan

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 [...] The post Dan Sullivan on Passion, Connection, and Differentiation appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/dan-sullivan-passion-connection-differentiation/" rel="nofollow" target="_blank">Dan Sullivan on Passion, Connection, and Differentiation</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Dan Sullivan on Passion, Connection, and Differentiation

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 [...] The post Episode 7 – Julie Littlechild on the Power of Absolute Engagement appeared first on Becoming Referable.

Julie Littlechild is a speaker, author, researcher, and founder of <a href="http://AbsoluteEngagement.com" rel="nofollow" target="_blank">AbsoluteEngagement.com</a>. 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 [...] The post <a href="http://www.becomingreferable.com/episode-7-julie-littlechild-power-absolute-engagement/" rel="nofollow" target="_blank">Episode 7 – Julie Littlechild on the Power of Absolute Engagement</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Episode 7 – Julie Littlechild on the Power of Absolute Engagement

Bob Burg

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 [...] The post Bob Burg on Becoming a Go-Giver appeared first on Becoming Referable.

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 [...] The post <a href="http://www.becomingreferable.com/bob-burg-becoming-go-giver/" rel="nofollow" target="_blank">Bob Burg on Becoming a Go-Giver</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Bob Burg on Becoming a Go-Giver

The Best Multi-Part Documentaries, with documentaries on Obama, Federer vs Nadal, the making of Star Wars, Netflix vs Blockbuster and more. Add episodes you're interested into your queue below!

Best Multi-Part Documentaries

The best podcasts about ourselves as well as the world through the lense of Science. Specific topics include things about our brain, emotions to biology, physics and more!