The Finance Marketing Podcast
Tired of marketing that feels sleazy or overwhelming?
Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.
The Finance Marketing Podcast
Low-Hanging Fruit for Advisors Who Want to Grow with Julie Johnson - Part 1
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of The Finance Marketing Podcast, Hillary sits down with Julie Johnson, a former Barron's winning top advisor and current authority in communication and trust building strategies, to walk through the referral system that earned Julie back-to-back firm-wide awards at UBS for receiving and closing the most client referrals in 2008 and 2009. Julie shares her step-by-step process for asking for referrals from both existing clients and COIs in a way that feels authentic, solutions-focused, and anything but salesy. Tune in to learn how a simple but powerful mindset shift — from salesperson to solutions person — can transform the way you approach referrals and help you build a more loyal, referable client base.
Connect with Julie:
Email: julie@xycommunication.com
LinkedIn: Julie Johnson
To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.
Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint
We always appreciate reviews on Apple Podcasts!