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Becoming Referable: The Strategies That Are Working Right Now
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Referrals are the lifeblood of your financial advisory firm. However, the terrain is changing and that means putting a more intentional strategy in place. Julie Littlechild and Stephen Wershing, CFP®, cohosts of the Becoming Referable podcast, will share a clear plan and strategies to create a steady stream of referrals into your business. They will distill cutting-edge concepts from interviews with dozens of industry leaders, marketing experts from outside financial services and their own research and experience. Julie and Steve have gathered ideas that have stood the test of time and strategies created and adapted as client needs and preferences changed during the pandemic will be presented.
Learning Objectives
  1. Why clients refer and why they don’t
  2. What has changed (and what hasn't) when it comes to generating referrals
  3. The essentials of a robust referral strategy
  4. The tactics that will add fuel to your referral plan
Stephen Wershing, CFP® 
Stephen Wershing, CFP®, teaches advisors to develop unique brands informed by client feedback. Ever been frustrated by not knowing how to market your firm? Steve's organization, The Client Driven Practice, leads client advisory boards to get the guidance advisors need to create effective messaging that turns into new clients and referrals. Steve and Julie Littlechild are co-hosts of the blog and podcast called "Becoming Referrable." Learn more at 

Julie Littlechild