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Wealth Managers and Financial Advisors as Referral Partners
This week, David O'Neil talks to us about how and why we should be developing relationships with financial advisors and wealth managers.
Listen as we discuss:
- Who in the financial industry make good referral partners?
- Why they value helping their clients pass down wisdom along with their wealth
- How to follow up after meeting a good referral partner
- How to use presentations to spread the word about life story work
Links & Stuff
David's website: https://storytrust.com/
Want more ideas on how to market your life story business?
Listen to these previous episodes:
47: Creating (and Selling) a Community History Book, with Patricia Hamilton
18: Teaching Life Story Classes and Opening a Life Story Studio, with Sam Uhl
17: Life Story Memorabilia Boxes and Marketing with Show and Tell Events, with Martie McNabb
12: International Ghostwriter Derek Lewis
6: Marketing Guru Dhyan Atkinson