I created The Referable Advisor to explore what it means to be truly referable–to be so remarkable that people want to tell others.
I have had the privilege of knowing some extraordinary financial advisors, business managers and leaders. What they have taught me is that being referable is a mindset that comes from within. It is more about who we are than what we do.
Today, more than any other time in human history, we have the information, tools and resources to actualize profound growth in every way. Doing those things that makes us truly referable is the best we can strive for.
I hope you will join me on this journey to find new ways to be a more referable advisor.