Penny Phillips

Upgrade your client experience and create an attractive referral experience – Penny Phillips on the Becoming Referral podcast

On this week’s episode we speak with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. The pandemic has altered the way advisors interact with clients. Phillips observes...Continue reading

Peter Finch as Howard Beale is mad as hell

I want you to get mad!

You say you have a passion for client service? You’re going to have to persuade me. In 1976 film “Network”, Peter Finch playing the character of anchorman Howard Beale snaps on-air, breaking down into a rant against his powerlessness to save his career and paradoxically triggering a broad public outcry. “All I know is that...Continue reading

Brad Swineheart shares the secrets of digital marketing success

Running and promoting on-line events that attract clients – Brad Swineheart on the Becoming Referable podcast

On this week’s episode we speak with Brad Swineheart, VP of Channel Marketing and Business Development at White Glove. Brad helps advisors grow their bottom line organically through effective marketing strategies. Traditionally, White Glove was in the seminar business. White Glove has grown to support over 1,500 advisors who have hosted more than 10,000 seminars...Continue reading

Zaphod Beeblebrox mixing drinks

Don’t believe your own press

“It is said that Zaphod Beeblebrox’s birth was marked by earthquakes, tidal waves, tornadoes, firestorms, the explosion of three neighbouring stars, and, shortly afterwards, by the issuing of over six and three quarter million writs for damages from all of the major landowners in his Galactic sector. However, the only person by whom this is said is Beeblebrox...Continue reading

Advisor adapting the process for a young doctor

Co-create onboarding

You want more engaged clients. We have seen that involving clients and co-creating the experience of working with you raises engagement. How can you provide that participatory experience and realize benefits as early in the relationship as possible? Co-create the experience from the start. Give clients a voice in their onboarding. A Client Driven Practice...Continue reading

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