April 2021 | Becoming Referable

Sam Richter on the Value of Knowing More About Your Clients and Prospects

Knowledge is power. And the more you know about prospective clients before you meet them, the more likely you can form a connection and win them as clients. Sam Richter is a best-selling author, speaker, and founder and CEO of SBR Worldwide/Know More. As [...]

By Julie Littlechild|2022-01-03T17:13:02+00:00April 23rd, 2021|Categories: Podcast|Tags: Becoming Referable, Prospects, Research, Sam Richter|0 Comments

Penny Phillips on What It Takes to Run a Successful Business

Penny is President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. We discuss what it takes to grow a [...]