On this week’s episode we are thrilled to speak with Candice Carlton, SVP of FiComm Partners. Candice leads FiComm’s advisor education effort. In that role, she works with advisors on developing strategic marketing campaigns, videos, and podcasts. We begin the discussion by understanding the shift toward ”New Skool” (the name of her podcast) marketing
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I am embracing the new year to tackle a couple of significant challenges I have struggled with for years. Problems being productive. Managing my workload. Probably made worse by my ADD but I don’t want to use that as an excuse. Many of you can probably relate. I have tried the obvious and easy
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On this week’s episode we’re excited to speak with Michelle Donovan, a Partner with Productivity Uncorked. Michelle helps financial firms drive growth, gain focus and overcome their fears. We begin the episode by discussing Michelle’s book, A Woman’s Way, highlighting the key differences between male and female advisors and how those differences affect referrals.
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What will make your marketing effective in 2021? Mixing just enough of the right ingredients. Covid-19 vaccines are just being released and administered. The news carries stories of the first people to be vaccinated. These first vaccinations are a two-step process. Get a shot, wait a month, get another shot. Medical experts are concerned
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In this week’s Becoming Referable podcast episode, we focus on the need to evolve the client experience. New research reveals that advisors recognize this need but many do not have a clear plan to address it. We start by breaking down the client experience and understanding exactly what needs to evolve. From there we
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I’m looking for coach. As someone with ADD, I still struggle with organization. Getting the right things done is a challenge. I have been fortunate to have worked with some great coaches in the past and our relationships have run their course. I have some current struggles to get through and it is time
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On this week’s episode we’re excited to speak with Angela D’Angelo, Vice President of Development & Client Experience at National Bank Financial. Angela runs a team that is dedicated to helping advisors become better leaders, to run their businesses more effectively and to support their growth efforts. She breaks down why and when clients
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In this week’s episode, we shift gears to focus on generating referrals from Centers of Influence. While many advisors acknowledge the potential of working with other professionals, just as many say they aren’t getting enough return. We’ll dig deep to understand how to reverse that trend and leverage relationships with centers of influence to
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Financial professionals put client interests first in recommendations. Holding to a fiduciary standard makes it a legal requirement. Why not put client interests first in your marketing, too? A client driven practice puts the client first in everything: service, marketing, strategy. Client driven service means being responsive. It means dispensing advice tailored to client
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On this week’s episode we welcome back Stacey Brown Randall, award-winning author of Generating Business Referrals Without Asking and host of the Roadmap to Grow Your Business podcast. Stacey is an expert at helping business owners generate referrals without asking. In this conversation she shares her approach to creating a referral pipeline that allows
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