Lisa Kirchenbauer, CFP®, is the Founder of Omega Wealth management and has been in the financial services for 30 years. Lisa is a Registered Life planner® and Certified Financial Transitionist® (CeFT®). She’s also a Kolbe Certified Consultant™ and uses that assessment to guide her [...]
Kevin Knebl is an international speaker, trainer and executive coach whose clients range from individuals to Fortune 500 companies. He is the co-author of The Social Media Sales Revolution and a contributing author of Learn Marketing with Social Media in Seven Days. He has [...]
Leo Pusateri, President and CEO of Pusateri Consulting and Training, is recognized as one of the leading experts on defining and pricing your value. Leo has traveled around the world to work with senior leadership teams and financial entrepreneurs to help them discover, articulate [...]
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 [...]
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 [...]
Matt Halloran is CEO 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 [...]
Bob Burg is the author of Endless Referrals, and co-author of The-Go Giver series of management parables. He is a popular speaker who has shared the stage with business leaders, broadcast personalities and even a former U.S. President. Bob has spent 30 years working with sales leaders [...]
Todd Fithian, founder of The Legacy Companies, has over two decades of experience in the financial services industry as an advisor, author and trainer. He has worked directly with families, thousands of financial advisors & their teams, large financial institutions and a select group [...]
Sheryl Garrett is the founder of Garrett Planning Network. She has been recognized six times by Investment Advisor magazine as "One of the Most Influential People in Financial Planning", was recognized as one of the "30 Most Influential" people in NAPFA’s 30-year history, and [...]
In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client [...]