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For more than five years we’ve had the extreme privilege of talking to the best and the brightest about how to become more referable and to drive more referrals.

In this final episode of the Becoming Referable podcast, we highlight the recurring themes that emerged over the years. Despite the varied approaches and insights of our guests, there are a set of foundational principles that apply to referral growth.  And we’ve done our best to summarize those for you, drawing on examples from some incredible thought leaders.

Our conversation includes:

  • The starting point: knowing who you want to attract
  • The importance of branding and differentiating yourself as an advisor
  • What it takes to deliver an extraordinary – and consistent – client experience
  • How to drive deeper conversations and be memorable
  • Embracing the new channels and mediums to communicate with clients
  • The value of having a coordinated referral system
  • Accepting referrals as a ‘long game’ not an overnight wonder

Takeaway Quote:

“There is no one single way to drive referrals, however there are some fundamental truths. Success is about ‘becoming referable’ and then staying top of mind with the client.”

Want more?

Stephen Wershing:
Website: https://clientdrivenpractice.com
LinkedIn: https://www.linkedin.com/in/stephenwershing/
Twitter: @swershing 

Julie Littlechild:
Website: www.absoluteengagement.com
Julie’s Blog: www.absoluteengagement.com/blog
LinkedIn: https://www.linkedin.com/in/julielittlechild/
Twitter: @jlittlechild 

Episode Transcript:

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Stephen Wershing:
Welcome to Becoming Referable the podcast that shows you how to become the kind of advisor people can’t stop talking about. I’m Steve Wershing and we’ve got sort of a special episode this time. Julie and I have been doing this for about five years and we both have significant things that are occupying more of our time. And so this will actually be our final episode and we will use that opportunity to reflect on all of the things that we’ve learned over the past five years in hosting all of the great people that we’ve had on the program. So, hi Julie.

Julie Littlechild:
Hey, this is a big one.

Stephen Wershing:
It is a big one. And it’s bittersweet, I love doing this with you and I’m going to miss it terribly.

Julie Littlechild:
I know, I think it’s been such a great process. I know I’ve learned a lot, just from our guests. I’ve learned a lot working with you, I’ve enjoyed it, but that’s not going to end because we’re friends as well as co-hosts so that’s not going anywhere-

Stephen Wershing:
I’ll just have to find other urgent things that will get you on the phone with me. And I’ll say I’ll take away the same thing that you did. One of the great things, and I’ve joked with you about this before, the best part of this whole experience is that I get an opportunity to talk to people who would never take my phone call. So, I’m just grateful for you and for this experience and also learned an awful lot with the people that we’ve spoken with.

Julie Littlechild:
Really have. And maybe just take a moment to thank everybody who’s joined us on this journey because it has been, I couldn’t believe when you told me it had been five years, first of all.

Stephen Wershing:
Right.

Julie Littlechild:
And I’m a huge believer in podcasts, and I’m a huge believer in everything that we’ve done, but it’s also an interesting reminder that sometimes, you’ve got to make some really tough choices because we’ve all got limited time and for now this is the choice. And thankfully there’s a lot of great podcasts, more than there was when we started.