February 2020 | Becoming Referable

Brian Fricke on Creating a Trademarked Client Experience

Brian Fricke is the founder and CEO of Financial Management Concepts, a Fee Only financial planning, retirement planning and wealth management company. Author, speaker, investment manager, wealth manager, and Certified Financial Planner®, Brian travels the world surfing with his sons, practicing what he preaches [...]

By Julie Littlechild|2022-01-03T17:13:33+00:00February 20th, 2020|Categories: Podcast|Tags: Becoming Referable, Brian Fricke|0 Comments

Julie Littlechild and Steve Wershing on Focusing on Marketing Campaigns, not Tactics

In this special episode, Julie and Steve discuss the benefits of coordinating your marketing into campaigns. Organizing communications and activities around a theme reinforces the message and creates multiple impressions that can systematically raise interest among your clients or prospects. And the process reinforces [...]

By Julie Littlechild|2022-01-03T17:13:34+00:00February 6th, 2020|Categories: Podcast|Tags: Becoming Referable, client communications, Julie Littlechild, marketing campaigns, referrals, Stephen Wershing|0 Comments