The benefits of being kind and getting noticed – Jill Lublin on the Becoming Referable podcast

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

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Let’s postpone the election

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

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Increasing access to quality financial planning though Agile development. Brent Weiss on the Becoming Referable podcast

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

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Learning your lines

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

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Upcoming webinar: How to give your clients exactly what they want

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

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