Tag Archives: Financial Services

Ep. 112 – Referrals Aren’t Dead But Are They Enough?  A Marketing Conversation with Molly McClure

Practice Management, Referrals & Introductions, , , , , , , , , , , , , , , , , , , ,

In this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners, to look at how prospects choose a financial advisor today.

A trusted introduction may put an advisor at the top of the list, but prospects still do their homework. They check your website. They look at your LinkedIn profile. They search Google, and increasingly, they ask AI.  Yup!  For better or worse, AI is playing a huge role in this dynamic now.

Molly shares what advisors can do to strengthen that next step and make sure their marketing supports the tried and true referral process.

Here are 3 Key Takeaways:

  1. The Referral Gets You Considered:
    A warm introduction opens the door. Your online presence helps the prospect decide whether to walk through it. The referral comes with borrowed trust. Your online presence can increase that – if done properly.
  2. Your Message Has to Be Specific:
    Does your website clearly show who you help, what makes you different, and why the prospect should call you? Do your new prospects “see themselves” in how you talk about your value?
  3. Client Surveys Can Start Better Conversations:
    Client survey results can lead you to clients who are willing to refer but maybe haven’t done so… yet. This creates a natural opportunity to follow up and help them recognize who may be a good fit.

 

Listen in for a smart, practical conversation about blending referrals and marketing, with advice on creating useful content, improving search visibility, simplifying website forms, and making sure your links and follow-up systems work, so you can become the first call clients make when life gets complex.

Don’t forget to check out the show notes for free resources and get ready to turn great ideas into meaningful action!

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About Our Guest

Molly McClure is the Executive Director of Marketing at OnePoint BFG Wealth Partners, where she leads the firm’s marketing strategy and brand growth.

With nearly 20 years of experience in technology, financial services, and fintech, Molly is known for making complex ideas clear and building marketing programs that deliver real results. Before joining OnePoint BFG, she led U.S. marketing for a fintech division of Invesco and helped drive significant growth in both revenue and brand awareness.

Molly was also named the 2025 Gold Stevie Award winner for Marketing Executive of the Year. A Michigan native, she credits her early years working on her grandparents’ cherry farm with shaping her hands-on approach to leadership.

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#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel

Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , , , , ,

Creating a memorable client experience is key to standing out in the competitive world of financial advising.

How can you automate thoughtfulness and build emotional connections to boost referrals?

In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors can enhance their referability through personalized client experiences. 

By tuning in, you’ll discover the power of “automated thoughtfulness” and how it can lead to exponential growth in client engagement and referrals.

Bill and Jeff discuss: 

  • The core mission of Client Giant and how it aims to foster personal relationships over transactional ones
  • The principles of creating remarkable and memorable client experiences
  • Success stories of financial advisors who have significantly increased their referrals and revenue by investing in personalized client touches
  • The innovative technology and strategies used by Client Giant to automate thoughtful gestures, leaving a lasting impact on clients
  • …And more!

Resources: 

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Connect With Jeff Jackel:

About Jeff Jackel:

Jeff Jackel is Co-Founder and Chief Strategy Officer of Client Giant, a tech-enabled client care and concierge service helping business owners and operators in the USA and Canada drive unparalleled repeat and referral business. 

Prior to this, Jeff was Co-Founder and CEO of Chatter Inc., a mobile technology company whose flagship product, BuzzMob (now Appletree) is a leading communication platform in education technology. 

With 15+ years creating and building businesses across a spectrum of competitive industries, Jeff has experience with every aspect from ideation to product development, capitalization, strategic planning, management, content marketing, social media and brand building.

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Episode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®

Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton of right-fit referrals. And he’s identified and nurturing his advocates in a fun way.

He’s also become a master at bringing financial education to clients who think they already know it all. 

In this episode, Referral Coach Bill Cates interviews Yohance Harrison, Founder and CEO of Money Script Wealth Management, PLLC, about the journey from financial illiteracy to financial empowerment. Yohance shares his methods for educating clients, the importance of targeting a specific market, and his powerful approach to generating referrals by nurturing client relationships. 

You’ll learn actionable strategies for increasing client engagement and multiplying referrals by fostering strong connections and delivering compelling value.

Bill and Yohance discuss: 

  • Yohance’s transition from a financially troubled upbringing to a thriving financial advisor.
  • Insights into the behavioral finance concepts that shape client decisions, and how to address them.
  • How he shows his highly educated clients that they are financially illiterate.
  • The importance of a defined target market and methods to effectively serve it – including joining their associations.
  • Yohance’s successful “Kings and Queens” referral strategy and how to nurture and celebrate top advocates.
  • …And more!

 

Resources: 

Connect With Bill Cates:

Connect With Yohance Harrison:

 

About Yohance Harrison:

Yohance Harrison is the Founder and CEO of Money Script Wealth Management, PLLC, he began his financial services career 25 years ago in Charlotte, NC. In 2004 he moved to Los Angeles to manage an office of advisors for a Fortune 500 firm. After a decade in corporate America, he departed from his leadership role to pursue his entrepreneurial desire to start his own firm. Yohance is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. He currently resides in Dallas, TX with his wife Alicia and their two children. Yohance holds a Series 65 & 66 Securities License, is a Chartered Retirement Planning Counselor (CRPC®), and is a Behavioral Financial Advisor (BFA™). He also holds multiple board positions for other organizations across the country. Yohance is a contributor & speaker to the American College of Emergency Physicians, CV Roman Society, and is an SAEM Industry Advisory Council Member.

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