Becoming Referable was created with the goal to help advisors increase referrals. Throughout its 129 episodes, the podcast focused on actionable ideas to achieve growth. Hosts Julie Littlechild and Stephen Wershing, along with their guests, brought their expertise to provide meaningful insights, research and evidence-based strategies.

Industry Experts

Becoming Referable was created and led by two industry experts recognized as leaders in client engagement and referral marketing.

Host Profile Photo: This image is a professional headshot of Becoming Referable Host Julie Littlechild

Julie Littlechild is the Founder and CEO of Absolute Engagement. A researcher, speaker and writer, Julie focuses on driving engagement and growth by capturing and using client input.

Absolute Engagement helps advisors and firms design and implement an ongoing voice of the client strategy by combining deep industry expertise and guidance with innovative technology.

Learn more about Absolute Engagement.

Host Profile Photo: This image is a professional headshot of Becoming Referable Host Stephen Wershing

Stephen Wershing is the President of the Client Driven Practice. An author, speaker and coach, Stephen works with financial advisors on getting qualitative feedback from clients.

The Client Driven Practice organizes and conducts more client advisory boards for financial professionals than any organization in the world.

Learn more about how a client advisory board can supercharge your referral efforts here.

What’s your untapped referral opportunity?

The team at Absolute Engagement has created a calculator that will help you quantify the referral opportunities that you may be missing and take steps to act on them. Just answer a few simple questions and we’ll send you a personalized report.

Referral Calculator: https://absoluteengagement.com/referral-calculator

Are You Different?

Can your clients explain to their friends your unique value? Click here for a free checklist to see if you are saying the right things.