Becoming Referable Podcast

Recent Episodes

InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic

Posted May 25, 2021 • 00:35:27

“We got more clients and referrals in 2020 than ever before.” That quote got our attention, but it is the reality for InTandem Financial. InTandem Financial...

Michelle Donovan on Focusing on Women to Drive Referrals

Posted December 24, 2020 • 00:35:12

Michelle Donovan is a Partner at Productivity Uncorked and an accomplished referral and business coach. She has spent the last 18 years helping financial...

Julie Littlechild and Steve Wershing on Evolving the Client Experience Through Client Feedback

Posted December 10, 2020 • 00:34:34

In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand...

Angela D’Angelo on The Impact of Team Structure on Your Ability to Grow

Posted November 26, 2020 • 00:33:13

Angela D’Angelo, Vice-President of Training & Client Experience at National Bank Financial, is an accomplished executive manager with 25 years...

Julie Littlechild and Steve Wershing on Referrals from Centers of Influence

Posted November 12, 2020 • 00:29:04

In this week’s episode, we shift our focus slightly to focus on referrals from Centers of Influence. Specifically, we look at the ways you can improve...