April 2019 | Becoming Referable

Sheryl Garrett on Expanding the Reach of Advice

Sheryl Garrett is the founder of Garrett Planning Network. She has been recognized six times by Investment Advisor magazine as "One of the Most Influential People in Financial Planning", was recognized as one of the "30 Most Influential" people in NAPFA’s 30-year history, and [...]

By Julie Littlechild|2022-01-03T17:13:56+00:00April 18th, 2019|Categories: Podcast|Tags: Becoming Referable, Garrett Planning Network, referrals, Sheryl Garrett|0 Comments

Julie Littlechild & Steve Wershing on Client Feedback and a Co-Created Experience

In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client [...]

By Julie Littlechild|2022-01-03T17:13:58+00:00April 4th, 2019|Categories: Podcast|Tags: advisory board, Becoming Referable, client feedback, client surveys, Julie Littlechild, referrals, Steve Wershing|0 Comments