“We got more clients and referrals in 2020 than ever before.” That quote got our attention, but it is the reality for InTandem Financial. InTandem Financial is a strategic wealth advisory firm located in Mechanicsburg, Pennsylvania. Partners Jay Broeg, CFP and Matt Krise, CFP formed InTandem Financial in 2018 as […]
The post InTandem on How One Firm Experienced Unprecedented Growth During the Pandemic appeared first on Becoming Referable.
The Final Episode! Laying a Foundation for Referral Growth
David DeCelle on How Likability Impacts Referrals
Shauna Mace on the Connection Between Confidence and Success
Andrea Schlapia on The Human Drivers of Your Success
Suzanne Siracuse on Building Relationships with the Media
Julie Littlechild and Steve Wershing on the Latest Client Experience Research
Stephanie Bogan on the Value of Authenticity
Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection
Todd Fithian on the Difference Between Advice and Planning
Melissa Intezar on Strengthening Relationships with COIs
Julie Littlechild and Steve Wershing on Creating a Referral Marketing ‘System’
Carl Richards on “Real” Financial Planning
Seth Streeter on the Scope of the Offer
Julie Littlechild and Steve Wershing on Guiding Successful Innovation
Dave Coffaro on Leading from Zero, Earning and Sustaining Relevance
Eliza De Pardo on Team Compensation Planning
Sam Richter on the Value of Knowing More About Your Clients and Prospects
Penny Phillips on What It Takes to Run a Successful Business
Brad Swineheart on Learning to Leverage the Virtual Environment
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