Becoming Referable Podcast

Recent Episodes

David Finley on Creating Experiences to Connect With Your Clients in a Digital World

Posted August 20, 2020 • 00:39:58

David is the Founder and CEO of Living Wealth Media, North America’s leading life enrichment platform for private wealth advisors. David has a track...

Jill Lublin on Getting Noticed and Generating More Referrals

Posted August 7, 2020 • 00:25:42

Jill Lublin is an international speaker on the topics of Radical Influence, Publicity, Networking, Kindness and Referrals. She is the author of...

Brent Weiss on the use of FinTech to enhance your advisory business

Posted July 24, 2020 • 00:41:40

Brent is co-founder and Chief Evangelist at Facet Wealth, a fintech and financial life planning firm whose mission is to make high quality financial...

Julie Littlechild and Steve Wershing on How Client Feedback Has Changed

Posted July 9, 2020 • 00:35:39

In this week’s episode, we discuss strategies to stay connected with your clients, a process that is more important than ever. Specifically, we...

Heather Ettinger on Supporting and Understanding Women’s Wealth Needs

Posted June 25, 2020 • 00:42:42

Heather Ettinger, Founder & CEO,of Luma Wealth Advisors, has devoted more than 25 years to the financial services industry. She specializes in helping...