August 2017 | Becoming Referable

Michael Kitces on Building a Referable Profile

Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group. He is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor [...]

By Julie Littlechild|2022-01-03T17:14:46+00:00August 24th, 2017|Categories: Podcast|Tags: Becoming Referable, marketing, Michael Kitces, referrals|0 Comments

Julie Littlechild on Creating an Extraordinary Client Journey

Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. Her firm takes an evidence-based approach to helping advisors align an engaging client experience with a compelling personal vision for their businesses. Absolute Engagement works with institutions and advisors, offering programs such as [...]

By Julie Littlechild|2022-01-03T17:14:47+00:00August 10th, 2017|Categories: Podcast|Tags: Becoming Referable, client experience, Julie Littlechild, referrals|0 Comments