Becoming Referable Podcast

Recent Episodes

Chip Munn on Finding Success by Helping Coach Clients Through This Difficult Time

Posted April 2, 2020 • 00:36:46

Chip Munn is the CEO of Signature Wealth Group. After leaving teaching, Chip joined the financial services profession and, since then has gone on to...

Peter Atwater on Effective Conversations with Underconfident Clients

Posted March 19, 2020 • 00:42:47

Peter Atwater is a researcher, speaker, writer, university professor, President of Financial Insyghts LLC, and an expert in the psychology of confidence....

Jim Asplund on Thinking Beyond Rational Satisfaction and Toward Emotional Connection

Posted March 5, 2020 • 00:52:49

Jim Asplund is Chief Scientist of Gallup’s Strengths-Based Development and Performance Impact Consulting practices. He is also coauthor of Human Sigma:...

Brian Fricke on Creating a Trademarked Client Experience

Posted February 20, 2020 • 00:36:05

Brian Fricke is the founder and CEO of Financial Management Concepts, a Fee Only financial planning, retirement planning and wealth management company....

Julie Littlechild and Steve Wershing on Focusing on Marketing Campaigns, not Tactics

Posted February 6, 2020 • 00:23:33

In this special episode, Julie and Steve discuss the benefits of coordinating your marketing into campaigns. Organizing communications and activities...