Beyond Referrals

IN THIS CONVERSATION, YOU'LL LEARN: Whether the industry is creating soft advisors and what to actually do about it How to identify the right candidates early, beyond credentials and likability Why resilience is the ingredient you cannot easily teach and how to spot it before you hire How advisors inadvertently make themselves too comfortable too fast and why that comfort kills growth Why the...

IN THIS CONVERSATION, YOU'LL LEARN: Whether it's actually obvious when you're winning or losing at home, Cory's answer is more nuanced than you'd expect How to recalibrate after intense work seasons before someone else decides your priorities for you Practical, actionable tips for strengthening your marriage and home life right now The Five Capitals framework and why every high...

IN THIS CONVERSATION, YOU'LL LEARN: What it actually looks like to build something from the inside, the operational reality, the fundraising, the people, the culture behind scaling The Chosen from a four-person startup to over $100 million in annual revenue Why your intuition is one of your greatest assets in business, and what happens when you learn to lean into it Why people and culture are...

IN THIS CONVERSATION, YOU'LL LEARN: The early days behind David’s success that most people don't know about, $45K in credit card debt, living with his dad, driving Uber at all hours while building his business from nothing How getting clear on his professional identity supercharged his business and attracted the right people at the right time What it means to lead with a servant's hear...

IN THIS CONVERSATION, YOU'LL LEARN: The talent crisis statistic that every firm leader needs to hear, and why most aren't taking it seriously enough yet Why culture is your most powerful recruiting and retention strategy, and what the offices that are winning actually do differently The power of vision planning and how getting intentional about it is what separates the people who build something m...

IN THIS CONVERSATION, YOU'LL LEARN: Why LinkedIn rewards specificity,  and what that actually means for your profile, your content, and your audience Why good copy is simple, and how clarity is the non-negotiable that separates advisors who convert from those who don't Why LinkedIn is a networking tool, not a broadcasting tool, and what real engagement actually looks like Why personal stor...

IN THIS EPISODE: The niching journey, what it actually looked like to go from a general marketing agency all the way down to a specific, narrow niche, and why it wasn't always comfortable Leaving a stable career she genuinely loved to bet on herself,  at one of the most tender times in her life Becoming a second-time mother and an entrepreneur simultaneously, and how that has shaped her in way...

IN THIS CONVERSATION, YOU'LL LEARN: How Ben built one of the most recognized ensemble brands within Northwestern Mutual, from an intern in 1999 to $4.5B AUM across 15 cities The Five Capitals framework that makes LiveWell magnetic to both clients and advisors,  and why most advisors are only focused on one of them What "Karma Capitalism" is and why it's the simplest, most powerfu...

In this conversation you’ll learn: Why presence is a practice, and what it actually takes to build it How your personal brand is your reputation, and why everyone already has one whether they're intentional about it or not How to blend the art of personal connection with the strategy of actually building a business Why LinkedIn is the most powerful reputation-building tool available, and how t...

In this conversation, you'll learn: Why the sales vs. service mindset is the single biggest factor in whether referrals happen naturally or feel forced What makes most referral training fail, and why it's built around the wrong person The psychology behind a genuinely natural referral system that doesn't require a script Why organic growth through referrals is still the most powerful s...

In this conversation, you'll learn: Why going narrow, not broad, is the most powerful growth strategy available to advisors What actually creates transferable value in a financial advisory firm (and why most advisors are building the wrong thing) The one line that reframes how you think about your role as a founder: "The more valuable you are, the less valuable your business is" Why...

Video marketing can create incredible results and build trust at scale. In this episode, Emily sits down with Nate Hoskin to talk about what actually makes video work, why so much content falls flat, and how to show up in a way that feels natural and builds real trust. In this conversation, you'll learn:  -Why video and content are part of your fiduciary duty as an advisor  -What separates the...

Learn why selecting a niche is crucial for business growth. Discover actionable steps to define your niche and attract the right clients. In this conversation, you'll learn:  - Why most advisors struggle to choose a niche and what it’s actually costing them - How to identify a niche that aligns with your experience, relationships, and market demand - The difference between competing for client...

Discover the hidden costs of relying solely on referrals for business growth. Learn why a diversified approach is crucial for sustainable success. In this conversation, you'll learn:  - Why referrals feel like growth but can quietly create inconsistency behind the scenes - How relying only on referrals puts your positioning and messaging out of your control - The real reason your client base c...

Discover how AI is reshaping the advisor-client relationship and what that means for financial advisors. Learn to adapt and thrive in the new landscape. In this conversation, you'll learn: - How AI is already changing the way clients think, research, and show up to conversations - Why access to information is no longer where advisors create value - What clients actually need from advisors in a...

Emily discusses the critical need for financial advisors to adapt to AI, digital visibility, and niching to stay competitive in the evolving wealth management industry. She highlights the widening gap between those who embrace change and those who don't, offering practical steps to future-proof your practice. In this conversation, you'll learn: - Why a gap is forming between advisors who a...

Emily explores how the traditional referral-based growth model in client service firms is becoming obsolete in the digital age. She discusses strategies for adapting to industry disruption, leveraging digital marketing, and building trust in a hyper-connected world. In this conversation, you'll learn: - Why the traditional referral-driven growth model is starting to break down- How client expe...

You used to build your business on referrals. The world is different now. Beyond Referrals is a space for leaders rethinking growth, trust, and strategy, so they can build firms with greater leverage, clarity, and long-term relevance that endure today and into the next generation. Connect more with Emily:  - ⁠⁠⁠⁠⁠⁠Free Advisor Brand Assessment⁠⁠⁠⁠⁠⁠ - ⁠⁠⁠⁠⁠⁠Emily's LinkedIn⁠⁠⁠⁠⁠⁠ - ⁠⁠⁠⁠⁠⁠Emily...