December 2020 | Becoming Referable

Michelle Donovan on Focusing on Women to Drive Referrals

Michelle Donovan is a Partner at Productivity Uncorked and an accomplished referral and business coach. She has spent the last 18 years helping financial advisors gain focus, overcome fears and achieve exceptional businessess. Michelle’s client typically surpasses a personal best in business development and [...]

By Julie Littlechild|2022-01-03T17:13:11+00:00December 24th, 2020|Categories: Podcast|Tags: Becoming Referable, Michelle Donovan, referrals|0 Comments

Julie Littlechild and Steve Wershing on Evolving the Client Experience Through Client Feedback

In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand how clients are thinking now, in order to to adapt to their changing needs and attitudes. Takeaway Quote: [...]