Becoming Referable Podcast

Recent Episodes

Eric Clarke on the Evolution of Client Service While Working from Home and Beyond

Posted June 11, 2020 • 00:37:33

Eric Clarke is the CEO of Orion Advisor Solutions, a recognized thought leader and an advocate for fiduciary advice. He appears regularly as a contributor...

Evan Rapoport on Outsourcing to Drive Efficiencies

Posted May 28, 2020 • 00:30:40

Evan Rapoport is the Founder and CEO of SMArtX Advisory Solutions, a. Building on years of experience in the institutional asset management segment,...

Tom Deans on the Importance of Estate Planning and How to Have These Conversations With Clients

Posted May 14, 2020 • 00:33:21

Award-winning speaker and Globe and Mail best-selling author and international speaker Dr. Tom Deans believes that the unprecedented wealth transfer...

Leo Pusateri on ‘The Game Has Changed’ what’s going on with the coronavirus pandemic and how to act now

Posted April 30, 2020 • 00:34:21

Leo Pusateri, President and CEO of Pusateri Consulting and Training, is recognized as one of the leading experts on defining and pricing your value....

Tim Welsh on How Digital Strategy Will Impact Client Experience and the Client Journey

Posted April 16, 2020 • 00:33:16

Tim Welsh is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Tim is frequently quoted...