June 2019 | Becoming Referable

Joe Martin and Alex Katz on the Value of a Client Persona

Joe Martin is a Partner at Summitry, a wealth management firm in the San Francisco Bay area providing financial planning and wealth management services with a dozen advisors and managing over $1.5 billion. He is responsible for the overall management of advisory and planning [...]

By Julie Littlechild|2022-01-03T17:13:51+00:00June 27th, 2019|Categories: Podcast|Tags: Becoming Referable, Client Persona, Golub Group, referrals, Summitry|0 Comments

Ben Kniffen on Linking In

Ben Kniffen is president and COO of LinkedSelling and President of The Elite Digital Group. As co-founder of LinkedSelling, Ben works to help clients increase sales & improve their marketing efforts through LinkedIn marketing tactics, media creation and other online marketing strategies. He oversees [...]