About Becoming Referable
We created the Becoming Referable podcast with a simple goal – to help advisors unlock the referral potential that already exists in their business.
We’ve had the privilege to interview great thought leaders, share relevant research, and provide simple and tactical insights to help advisors achieve significant growth. Throughout 129 episodes, our focus was on understanding why and how people refer. We hope these episodes will continue to inspire and help advisors on their road to growth.
Our sincere thank you to all our listeners and guests.
Julie Littlechild & Steve Wershing
“Understanding why clients refer is the first step in increasing referrals. If you aren’t tapping into the fundamental motivations of your clients, you’re on the wrong path.”
“If you don’t attract as many referrals as you would like, it’s not your fault. Most of what you have been told about referrals is wrong. And I want to help change that.”
YOUR HOSTS
Julie is the founder of Absolute Engagement. The firm combines deep industry knowledge and with innovative technology to meaningfully guide advisors in designing and implementing an ongoing voice of the client strategy.
Julie is a recognized expert on the drivers and evolution of client experience, client engagement, and referral growth. She has worked with and studied successful financial advisors and their clients for more than twenty-five years. Julie sat on the national board of the Financial Planning Association, currently sits on an Investment & Wealth Institute advisory board, was twice identified as one of the 25 Most Influential People in Financial Planning, and won an industry Influencer Award in practice management. She holds an MBA from the University of Toronto.
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that helps advisors gather the information they need to provide clients an ultimate experience by organizing and conducting client advisory boards.
His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself was published by McGraw Hill in 2012.
Steve has been in the financial services industry since 1987. Starting as a registered representative, he moved to branch manager before leaving to become independent. He spent 14 years as a broker-dealer executive. He is a past president of the Greater Rochester Financial Planning Association.