Becoming Referable: The Strategies That Are Working Right Now - NAPFA Credit Only

Becoming Referable: The Strategies That Are Working Right Now - NAPFA Credit Only

K-Marketing and Practice Management

Stephen Wershing and Julie Littlechild

Published: 6/9/2021 5:00:00 AM

Part of the NAPFA 2021 Playbook Series sponsored by Allianz Life.

Referrals are the lifeblood of your financial advisory firm. However, the terrain is changing and that means putting a more intentional strategy in place. Julie Littlechild and Stephen Wershing, CFP®, cohosts of the Becoming Referable podcast, will share a clear plan and strategies to create a steady stream of referrals into your business. They will distill cutting-edge concepts from interviews with dozens of industry leaders, marketing experts from outside financial services and their own research and experience. Julie and Steve have gathered ideas that have stood the test of time and strategies created and adapted as client needs and preferences changed during the pandemic will be presented.

Learning Objectives:
• Why clients refer and why they don’t
• What has changed (and what hasn't) when it comes to generating referrals
• The essentials of a robust referral strategy
• The tactics that will add fuel to your referral plan

Speaker Bios:

Stephen Wershing, CFP®, teaches advisors to develop unique brands informed by client feedback. Ever been frustrated by not knowing how to market your firm? Steve's organization, The Client Driven Practice, leads client advisory boards to get the guidance advisors need to create effective messaging that turns into new clients and referrals. Steve and Julie Littlechild are co-hosts of the blog and podcast called "Becoming Referrable." Learn more at

Julie Littlechild is the Founder and CEO of Absolute Engagement, a firm that helps advisors use ongoing input from clients to evolve the experience, uncover unmet needs, increase referrals and actively engage clients. Julie has worked with and studied successful financial advisors and their clients for more than twenty years and conducts one of the largest investor research studies to examine what clients need, want and expect. Learn more at

Playbook emcee, Marie Swift, is founder and CEO of Impact Communications, a marketing communications firm that has worked with a who’s who list of financial advisors and industry thought leaders over her 30-year career as a consultant, coach, mentor and thought leader in her own right. Learn more at

1 NAPFA CE in K – Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from June 9, 2021.