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Beyond Referrals

Emily Armstrong
Artificial Intelligence
Financial Services
Financial Advisors
Wonderlab Strategy
Content Marketing
Linkedin
Branding
Niching
Northwestern Mutual
Personal Branding
Trust
Video Marketing
Growthsuite Consulting
Five Capitals
Referral Marketing
Specialization In Financial Advisory
Marketing Strategy
High Trust Creative
Evan Kuterbach
Digital Reputation

Beyond Referrals is a podcast for leaders of client service firms navigating a rapidly changing industry. Hosted by brand strategist and founder of Wonderlab Strategy Emily Armstrong, the show features curious, honest conversations about modernization, disruption, and what it takes to grow beyond referral-only models in an era of rapid digitization. Not fluff. Not hype. Beyond Referrals blends for... more

PublishesWeeklyEpisodes22Founded4 months ago
Number of ListenersCategories
MarketingBusiness

Listen to this Podcast

Artwork for Beyond Referrals

Latest Episodes

IN THIS CONVERSATION, YOU'LL LEARN:

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Why the parallels between social media 17 years ago and AI today are not a coincidence, and what that means for advisors right now

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What Beautiful Constraints means and why the limitations of your ecosys... more

IN THIS CONVERSATION, YOU'LL LEARN:

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Why trust in institutions is declining and trust in individuals is rising, and why that is the biggest opportunity of your career right now

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Why high trust service businesses are at a unique inflection p... more

IN THIS CONVERSATION, YOU'LL LEARN:

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How Mando went from selling sneakers during COVID to becoming a top 25 producer at MassMutual with 50,000+ LinkedIn followers and a nationwide client base

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The single decision that changed everything and... more

IN THIS CONVERSATION, YOU'LL LEARN:

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Why putting out content does not automatically create clients and what to do instead

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Why AI has commoditized educational content and what the only thing is that cannot be replicated

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What a content... more

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Recent Guests

Kristoff Hart
CEO of Bell Heart, founder of High Trust Creative
Bell Heart / High Trust Creative
Episode: The Decline of Institutional Trust and the Rise of Personal Brand w/ Kristoff Hart | Beyond Referrals Episode 20
Mando Sallavanti
Founder of Freedom Path Wealth, coach of advisors through Followers to Fact Finders
Freedom Path Wealth; Followers to Fact Finders
Episode: The Old Playbook Is Dead, Next Gen Advisors Are Building Differently w/ Mando Sallavanti | Beyond Referrals Episode 19
Patrick Di Cesare
Founder of BFL Advisor Marketing; creator of Basic Financial Literacy
BFL Advisor Marketing
Episode: Content That Converts: How Advisors Turn Posts Into Pipeline w/ Patrick Di Cesare | Beyond Referrals Episode 18
Dave Resseguie
Founder and Chief Shepherd, Resseguie Group
Resseguie Group
Episode: Back to Basics: The Habits, Mindset and Disciplines That Build Lasting Success w/ Dave Resseguie | Beyond Referrals Episode 17
Cory Carlson
Entrepreneur, executive coach, speaker, and author
Rise; Win at Home First; Rise and Go
Episode: Win at Home FIRST: The Message Every High Achiever Needs to Hear w/ Cory Carlson | Beyond Referrals Episode 16
Adam Swerdlow
Chief Operating Officer turned advisor and founder of Alpine Consulting
Alpine Consulting
Episode: Trust Your Intuition & Build Something Big w/ COO of The Chosen Adam Swerdlow | Beyond Referrals Episode 15
David DeCelle
CEO of Model FA; co-founder of WealthReach; author
Model FA / WealthReach
Episode: Know Your Identity & Grow Your Business w/ David DeCelle | Beyond Referrals Episode 14
McCall Fen
Co-founder of GrowthSuite Consulting
GrowthSuite Consulting
Episode: What's Coming with Advisor Talent and How to Prepare w/ McCall Fen | Beyond Referrals Episode 13
Evan Kuterbach
LinkedIn ghostwriter and founder of Gibson VoiceBox
Gibson VoiceBox
Episode: Why You’re Not Winning on LinkedIn w/ LinkedIn Ghostwriter Evan Kuterbach | Beyond Referrals Episode 12

Host

Emily Armstrong
Host of Beyond Referrals, brand strategist and founder of Wonderlab Strategy

Chart Rankings

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Apple Podcasts
#62
Canada/Business/Marketing

Talking Points

Recent interactions between the hosts and their guests.

Content That Converts: How Advisors Turn Posts Into Pipeline w/ Patrick Di Cesare | Beyond Referrals Episode 18
Q: How should advisors handle platform strategy and outreach to convert content into calls?
Focus on platform alignment with the target client, capture contact information via free assets, and implement timely follow-ups; combine content with proactive outreach to move prospects toward booking a call.
Content That Converts: How Advisors Turn Posts Into Pipeline w/ Patrick Di Cesare | Beyond Referrals Episode 18
Q: Tell us about the journey from Basic Financial Literacy to building BFL Advisor Marketing.
Patrick describes starting as a personal finance educator during COVID, growing an audience, then helping other advisors and forming BFL Advisor Marketing to provide messaging, content, and conversion strategies for growth.
Know Your Identity & Grow Your Business w/ David DeCelle | Beyond Referrals Episode 14
Q: Can a practice grow without marketing content and a niche, or is content essential?
They can grow without it, but they will grow more slowly; a strong online presence and content accelerate trust and sales, though referrals can still drive growth.
Know Your Identity & Grow Your Business w/ David DeCelle | Beyond Referrals Episode 14
Q: What has been your North Star in this whole thing?
It's changed, but stayed steady my whole life; initially it was to make money, but over time it became about making sure we have a meaningful impact on the people we work with and letting faith guide the sense of purpose.
The Most Impactful Strategy on Referrals You’ll Ever Hear w/ Dan Allison | Beyond Referrals E8
Q: Can you share a concrete example of how shifting to a servant mindset changes client development outcomes?
Dan cites a firm in Australia where team members realized that being honest about capacity and impact, rather than following scripted pitches, empowered them to genuinely help more people and grow through referrals while maintaining integrity and service focus.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Beyond Referrals

What is Beyond Referrals about and what kind of topics does it cover?

A practical show focused on modernizing client service firms, with candid conversations about growth beyond referral-based models in an increasingly digital landscape. Episodes frequently explore identity, branding, talent, and operational scaling for financial-advisory and professional services firms, often through frameworks and actionable steps. Notable strengths include a clear emphasis on niche positioning, content-led growth, and the use of real-world case studies from well-known advisory networks. The host steers guests through themes like AI, personal branding, scalable systems, and culture, making it a likely resource for firm leaders seeking concrete strategies rather than hype. The show often features guests who are operators, fo... more

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Which podcasts are similar to Beyond Referrals?

These podcasts share a similar audience with Beyond Referrals:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. Life, Money, and Living Well

How many episodes of Beyond Referrals are there?

Beyond Referrals launched 4 months ago and published 22 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Beyond Referrals?

Recent guests on Beyond Referrals include:

1. Kristoff Hart
2. Mando Sallavanti
3. Patrick Di Cesare
4. Dave Resseguie
5. Cory Carlson
6. Adam Swerdlow
7. David DeCelle
8. McCall Fen

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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