Becoming Referable Podcast

Brian Portnoy, Ph.D., CFA, is an author, speaker, and Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. His books are titled […]

Jay Baer is President of Convince and Convert, a consulting firm that works with some of the world’s most iconic brands gain and keep more customers. He is a 7th generation entrepreneur, a recent inductee into the Professional Speaking Hall of Fame, and the […]

Megan Carpenter is co-founder and CEO of FiComm Partners, LLC, a firm that delivers strategic communications programs to clients via public relations, digital marketing, branding, social media and creative services. Under Megan’s leadership, FiComm has expanded to three regional offices across the United States. […]

Danilo Kawasaki is the Co-Founder, Vice-President and COO of Gerber Kawasaki, where he oversees compliance and day-to-day operations.  His career accomplishments include tripling his previous branch’s revenue in three years, and turning it into the top office in the company. In 2018, Danilo was […]

Dr. Moira Somers is a clinical neuropsychologist, professor and executive coach. As the founder of Money, Mind, and Meaning, Moira trains financial professionals across North America to work more effectively with the whole spectrum of challenges their clients bring to them. She’s also the author of the book, Advice […]

Stacey Brown Randall is a three-time entrepreneur, the author of Generating Business Referrals Without Asking, and host of the Roadmap to Grow Your Business podcast.  She has taught her “no asking” referral generation strategy to hundreds of companies including Bank of America and Wells […]

Cheryl Holland is President and Founder of Abacus Planning Group, a wealth management firm that manages $1 billion in client assets. Cheryl consistently appears on top advisor lists such as Barron’s and Wealth Manager and the National Association of Personal Financial Advisors recognized her […]

Larry Miles is a Principal at AdvicePeriod, whose mission is to reinvent wealth management. Their approach, which includes extensive use of technology in delivering a planning-focused experience, has taken the firm from start-up to over $2 billion in just a few years. His book, […]

Heather Robertson Fortner is Partner, Chief Compliance Officer, and Chief Operating Officer at SignatureFD, a firm that manages over 4 billion dollars for more than 1800 clients, and received the Charles Schwab Best in Business Impact Award in 2016. She has 17 years of […]

Kevin Mulhern is the CEO and founding partner of AdvisorStream, a platform that allows financial advisors to create powerful client communications while automating the referral and lead capture process. He has over 17 years of experience building and launching web-based services for financial advisors. […]

Chuck Bean is the Founder and CEO of Heritage Financial Services, an award-winning firm regarded for its tremendous growth and client service. In addition to his executive management duties, he serves as a senior wealth manager to a handful of the firm’s top clients. […]

Matt Halloran is partner and the voice of Top Advisor Marketing. He has worked in financial services for over 20 years as a life and business coach, financial branding and social media expert, along with writing, speaking and hosting a popular podcast. He is […]

Stacy Francis, CFP®, CDFA® is a nationally-recognized financial expert and the President and CEO of Francis Financial, a firm that serves women going through transitions. She is also the founder of Savvy Ladies™, a non-profit that has provided free personal finance education and resources […]

NOTE: Our apologies for the intermittent sound glitches in this episode. We’re confident they won’t interfere with your ability to hear and enjoy the content. Jay Palter is a digital business strategist, specializing in the strategic use of social influencer networks for building online visibility […]

Paul Kingsman is a speaker, author, executive coach, and Olympic medalist. He equips financial services professionals to overcome costly distractions and complete what matters most to build their businesses – connecting with prospects and clients, adding assets, and raising revenue. Paul’s book is titled […]