In this week’s episode of Becoming Referable, we focus on how clarifying your message will bring you more referrals. Research shows that advisors who talk most frequently about the description of their target clients get the most referrals. We start by discussing which elements of your target client description are most important. We point
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It’s time to update your referral marketing plan. At the top of the to-do list, taking a look back at who gave you referrals. Where do your referrals come from and how is it changing? Take the opportunity to review the last 12 months. Setting referral goals for the coming year is important, but
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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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