Ancient Cherokee society had two governments, White and Red. The White government ruled in times of peace. Comprised of men and women over 50, they sought wisdom in decision-making. The Red government, younger and valuing bravery, took over during times of war. The Cherokee recognized in the structure of its society that different circumstances

This week’s episode of Becoming Referable features master strategist Jill Lublin. Jill’s work is focused on attracting attention and all the positive business outcomes it can generate, including referrals. We discuss several ways of attracting referrals and start with kindness. You may not think of kindness first when contemplating how to attract more clients

President Trump lit the Twitterverse on fire and sent pundits scrambling for their cameras and microphones this week when he suggested that the combination of the pandemic and irregularities in mail-in voting suggest that we should delay the November election. One thing the president does well is attract attention. And financial advisors can learn

In this week’s episode we are thrilled to speak with Brent Weiss. Brent is the Co-Founder and Chief Evangelist of Facet Wealth, a fintech and financial life planning firm whose mission is to make high quality financial advice affordable and for everyone. Many advisors talk about leveraging technology to make their businesses more efficient

Imagine you discover a magic spell that could motivate any client to do exactly the right thing. One catch – it is in an unfamiliar language. Pronouncing the syllables has been revealed to you, but you are unfamiliar with the words. And, obviously, it is not something you would naturally say. At first you

In this special episode, we focus on the role of client feedback in creating meaningful connections with clients and how that has evolved this year. We look at how the process has changed and why the voice of the client is more important now than ever. This episode includes new research on ‘Client Self-Confidence’ and

Articles and studies point out that “women” are not a niche market. Yet it is undeniable that there are significant differences between advising women and men. Firms that have tailored their approach to women have more value to offer their ideal clients. In reality, being a woman is one aspect of a client profile

Research shows that engaging your clients in co-creating the experience improves engagement, loyalty, and referrals. Stephen Wershing, The Client Driven Practice, and Marie Swift, Impact Communications, will discuss the principles of success behind feedback exercises that produce real results. Two advisors, Brian Fricke, CFP®, Financial Management Concepts, and Howard Lutz, Intercontinental Wealth Advisors, will describe their experiences and

This week we’re thrilled to speak with Eric Clarke.  Eric is the CEO of Orion Advisor Solutions but is also a recognized thought leader and an advocate for fiduciary advice.  Eric contributes regularly to industry publications, is a popular speaker at conferences and received numerous industry awards for his work We speak with Eric

There’s a lean, muscular, half naked man in my bathroom mirror every morning and it’s not me. I have an off and on relationship with exercise. I want to have a long healthspan. There are times when I’m good and consistent about fitness and others when that priority gets crowded out. When I struggle