Becoming Referable Podcast

Recent Episodes

Julie Littlechild and Steve Wershing on the Latest Client Experience Research

Posted October 6, 2021 • 00:30:29

For what seems like a very long time we’ve been talking about how the global pandemic has impacted the client experience and if these changes will...

Stephanie Bogan on the Value of Authenticity

Posted September 23, 2021 • 00:47:21

Stephanie Bogan is the founder of Limitless, a company that helps advisors to build a successful business on their own terms while enjoying a more fulfilled...

Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection

Posted September 9, 2021 • 00:32:02

During the pandemic, advisors had to find new ways to engage with clients. Video proved to be a great resource to deliver and maintain a personal connection...

Todd Fithian on the Difference Between Advice and Planning

Posted August 26, 2021 • 00:38:24

Todd Fithian is a founder of the Legacy Companies, a firm that offers training, consulting, and coaching for advisors. In his role as managing partner,...

Melissa Intezar on Strengthening Relationships with COIs

Posted August 12, 2021 • 00:38:42

In her role as Vice President and Manager of Enterprise Consulting at AssetMark, Melissa Intezar helps financial advisors grow and evolve. Her primary...