Beyond Referrals – Détails, épisodes et analyse

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Beyond Referrals

Emily Armstrong

Business & Entrepreneuriat

Fréquence : 1 épisode/6j. Total Éps: 22

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 forward-thinking industry conversations with tangible frameworks and actionable guidance — helping firm leaders adapt, build trust, and make better strategic decisions.

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Classements récents

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Apple Podcasts

🇬🇧 Grande Bretagne - marketing
12/08/2026
#64
🇨🇦 Canada - marketing
08/08/2026
#62
🇨🇦 Canada - marketing
03/08/2026
#67

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Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://www.wonderlabstrategy.com/typeforms/advisor-brand-scorecard
21 partages
https://www.wonderlabstrategy.com/
21 partages
https://mailchi.mp/wonderlabstrategy/findyourniche
2 partages

https://www.linkedin.com/in/wonderlabemily/
21 partages
https://www.linkedin.com/in/evankuterbach/
2 partages

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Qualité du flux RSS

À améliorer

Score global : 42%

Historique des publications

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Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

The Decline of Institutional Trust and the Rise of Personal Brand w/ Kristoff Hart | Beyond Referrals Episode 20

Saison 1 · Épisode 20

mercredi 29 juillet 2026 • Durée 01:11:14

IN THIS CONVERSATION, YOU'LL LEARN:

Why trust in institutions is declining and trust in individuals is rising, and why that is the biggest opportunity of your career right now
Why high trust service businesses are at a unique inflection point and what to do about it
Why digital is the gateway to trust, not a replacement for relationships
Why the goal is not virality, it is making your ideal client feel seen
How to blend referrals, events, and in-person connection with a digital presence that converts
What actually goes wrong when service professionals try to build a digital presence and why most do not see results
How to build a digital presence without it becoming another thing on your plate
What it looks like to build a family, a business, and a brand all at the same time

Kristoff Hart is the founder of bellhart. and one of the most differentiated voices on trust, creativity, and digital presence for high trust service professionals. He has worked at the highest levels of media and marketing, The Chosen, House of David, Warner Music Group, Bruno Mars, and brings that outside-in perspective to finance, legal, real estate, and accounting.

Learn more at kristoffhart.com or hightrustcreative.com. Connect with Kristoff on LinkedIn or Instagram at @kristoffhart. Also check out Kristoff's newsletter.

Connect more with Emily:

Want to be on the show or nominate someone? Reach out to hello@wonderlabstrategy.com

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The Old Playbook Is Dead, Next Gen Advisors Are Building Differently w/ Mando Sallavanti | Beyond Referrals Episode 19

Saison 1 · Épisode 19

mercredi 22 juillet 2026 • Durée 54:02

IN THIS CONVERSATION, YOU'LL LEARN:

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
The single decision that changed everything and what committing actually looks like versus tinkering
Why story-driven content is the only thing that converts in the age of AI and what that means for how you show up
How to let go of the fear of being judged by peers, colleagues, and managing partners
How Mando's niche clarity emerged through the process of showing up consistently rather than being figured out in advance
What Followers to Fact Finders is and how Mando is teaching advisors across the country the exact frameworks that built his business

Mando Sallavanti III is a CFP® and CEPA® and the founder of Freedom Path Wealth. He is one of the top 25 planning fee producers at MassMutual, has built a 50,000+ LinkedIn following, and serves a nationwide client base of high-earning sales professionals and entrepreneurs. He also runs Followers to Fact Finders, a coaching community where he teaches advisors the exact strategies that built his practice - he’s built all of this in his 20’s.

Learn more about Followers to Fact Finders at followerstofactfinders.com/checkout

To connect with Mando, find him on LinkedIn.

Connect more with Emily:

Free Advisor Brand Assessment

Behind the Scenes of $4.5B LiveWell Capital w/ Ben Beshear | Beyond Referrals Episode 10

mercredi 20 mai 2026 • Durée 46:02

IN THIS CONVERSATION, YOU'LL LEARN:

How Ben built one of the most recognized ensemble brands within Northwestern Mutual, from an intern in 1999 to $4.5B AUM across 15 cities
The Five Capitals framework that makes LiveWell magnetic to both clients and advisors, and why most advisors are only focused on one of them
What "Karma Capitalism" is and why it's the simplest, most powerful content strategy most advisors aren't using
How brand equity becomes a growth engine that attracts clients and top talent simultaneously
What Ben's acquisition and growth machine actually looks like behind the scenes
Who wins and who gets left behind in the future of this profession, and what separates them

Ben Beshear is the founder of LiveWell Capital, a $4.5 billion AUM ensemble firm operating across 15 cities and one of the strongest brands built within Northwestern Mutual. He started at NM as an intern in 1999 and has spent the last two decades building something that goes far beyond a book of business.

To connect with Ben, find him on LinkedIn.

Connect more with Emily:

Want to be on the show or nominate someone? Reach out to hello@wonderlabstrategy.com

Turn Presence Into a Business Superpower w/ Kurt Kersey | Beyond Referrals Episode 9

Saison 1 · Épisode 9

mercredi 13 mai 2026 • Durée 49:16

In this conversation you’ll learn:

Why presence is a practice, and what it actually takes to build it
How your personal brand is your reputation, and why everyone already has one whether they're intentional about it or not
How to blend the art of personal connection with the strategy of actually building a business
Why LinkedIn is the most powerful reputation-building tool available, and how to use it that way
How presence shows up at home, not just in business

Kurt Kersey is a speaker, coach, and connector known for his ability to make everyone in the room feel like the most important person in it. He has built real authority, credibility, and deep relationships everywhere he goes, through intentionality, presence, and a genuine commitment to putting other people first.

To connect with Kurt, reach out to him on LinkedIn.

Connect more with Emily:

Want to be on the show or nominate someone? Reach out to hello@wonderlabstrategy.com

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The Most Impactful Strategy on Referrals You’ll Ever Hear w/ Dan Allison | Beyond Referrals E8

Saison 1 · Épisode 8

mercredi 6 mai 2026 • Durée 52:13

In this conversation, you'll learn:

Why the sales vs. service mindset is the single biggest factor in whether referrals happen naturally or feel forced
What makes most referral training fail, and why it's built around the wrong person
The psychology behind a genuinely natural referral system that doesn't require a script
Why organic growth through referrals is still the most powerful strategy in the age of AI

Dan Allison is the founder of Feedback Marketing Group and one of the most sought-after voices on organic growth and referral psychology in the financial services industry. He's keynoted over 1,000 conventions on six continents and trained hundreds of thousands of advisors worldwide.

Before financial services, Dan co-founded a mental health company serving children in crisis, scaling it to 75 facilities and hundreds of employees in five years through organic referrals alone, before an eight-figure exit. That experience gave him a ground-level understanding of why people actually refer, which became the foundation of his work.

His new book, The Organic Growth Revolution, is out now. Grab it here.

To connect with Dan, reach out to him on LinkedIn.

Connect more with Emily:

Build an Asset, not a Book of Business w/ Nathan Donohue | Beyond Referrals E7

Saison 1 · Épisode 7

mercredi 29 avril 2026 • Durée 47:46

In this conversation, you'll learn:

Why going narrow, not broad, is the most powerful growth strategy available to advisors
What actually creates transferable value in a financial advisory firm (and why most advisors are building the wrong thing)
The one line that reframes how you think about your role as a founder: "The more valuable you are, the less valuable your business is"
Why organic growth is undervalued while the industry chases M&A and private equity
How AI fits into the future of advisory businesses, and why ignoring it isn't an option

Nathan Donohue is the founder of Sonoran Ridge Capital, a private investment firm focused on acquiring and operating niche service businesses. He previously built Consilio Wealth Advisors into one of the fastest-growing independent RIAs, scaling to approximately $500M in AUM through organic growth alone before a successful exit in 2025.

Most recently, he served as Founding Go-To-Market Lead at Vitals AI, an advisor intelligence platform providing practice benchmarking and data visibility for financial advisors. Nathan is an active member of Entrepreneurs' Organization, where he has served on the board as both MyEO Chair and Forum Chair.

He brings a builder's perspective to entrepreneurship through acquisition, having lived both sides of buying, building, and exiting businesses.

To connect with Nathan, reach out to him on LinkedIn or visit the Sonoran Ridge Capital website.

Connect more with Emily:

How Advisors Are Winning With Video w/ Nate Hoskin | Beyond Referrals E6

Saison 1 · Épisode 6

mercredi 22 avril 2026 • Durée 50:12

Video marketing can create incredible results and build trust at scale. In this episode, Emily sits down with Nate Hoskin to talk about what actually makes video work, why so much content falls flat, and how to show up in a way that feels natural and builds real trust.

In this conversation, you'll learn:

-Why video and content are part of your fiduciary duty as an advisor

-What separates the advisors who fall flat from those who see success with video (it's not what you think)

-Why genuine intent and strategy are the most critical pieces of a content strategy

-Business advice we don't subscribe to

Nate Hoskin is a CFP® and the CEO and co-founder of SageContent, the all-in-one video content platform for financial advisors. He started his own RIA at 22 during COVID and built it entirely through short-form video, with zero traditional selling. Today, he has 250,000 followers and over 200 million views across social media.

He's been named to Investopedia's Top 100 Most Influential Financial Advisors, won Wealth Management's Rising Star of the Year, and made Inno Colorado's 25 Under 25.

At SageContent, he and his co-founder Nick Meyer are building the tech and coaching stack that helps advisors build trust at scale with video, the same playbook Nate used to build his own firm from nothing.

To connect with Nate and his team, reach out to him on LinkedIn or visit the SageContent website.

Connect more with Emily:

The most important business decision you'll make this year | Beyond Referrals E5

mercredi 15 avril 2026 • Durée 12:30

Learn why selecting a niche is crucial for business growth. Discover actionable steps to define your niche and attract the right clients.

In this conversation, you'll learn:

- Why most advisors struggle to choose a niche and what it’s actually costing them

- How to identify a niche that aligns with your experience, relationships, and market demand

- The difference between competing for clients and attracting the right ones

- How clearer positioning leads to stronger messaging and better-fit clients

- Why trying to serve everyone is usually what’s holding your growth back

Connect more with Emily:

-⁠Free Advisor Brand Assessment⁠

-⁠Emily's LinkedIn⁠

-⁠Emily's Instagram⁠

-⁠Emily's YouTube Channel⁠

-⁠Wonderlab Strategy⁠

Want to be on the show or nominate someone? Reach out to ⁠hello@wonderlabstrategy.com⁠

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The Hidden Costs of Referral Only Growth | Beyond Referrals E4

lundi 6 avril 2026 • Durée 15:43

Discover the hidden costs of relying solely on referrals for business growth. Learn why a diversified approach is crucial for sustainable success.

In this conversation, you'll learn:

- Why referrals feel like growth but can quietly create inconsistency behind the scenes

- How relying only on referrals puts your positioning and messaging out of your control

- The real reason your client base can feel scattered or misaligned

- The difference between passive growth and intentional growth, and why you need both

- Simple ways to start taking control of who you attract and how your business grows

Connect more with Emily:

-⁠⁠Free Advisor Brand Assessment⁠⁠

-⁠⁠Emily's LinkedIn⁠⁠

-⁠⁠Emily's Instagram⁠⁠

-⁠⁠Emily's YouTube Channel⁠⁠

-⁠⁠Wonderlab Strategy⁠⁠

Want to be on the show or nominate someone? Reach out to ⁠⁠hello@wonderlabstrategy.com⁠⁠

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AI is giving your clients personalized, intelligent advice. Now what? | Beyond Referrals E3

lundi 6 avril 2026 • Durée 22:07

Discover how AI is reshaping the advisor-client relationship and what that means for financial advisors. Learn to adapt and thrive in the new landscape.

In this conversation, you'll learn:

- How AI is already changing the way clients think, research, and show up to conversations

- Why access to information is no longer where advisors create value

- What clients actually need from advisors in an AI-driven world

- How to shift from giving generic advice to offering deeper, more strategic guidance

- Why staying visible and clearly positioned matters more than ever

Connect more with Emily:

-⁠⁠⁠Free Advisor Brand Assessment⁠⁠⁠

-⁠⁠⁠Emily's LinkedIn⁠⁠⁠

-⁠⁠⁠Emily's Instagram⁠⁠⁠

-⁠⁠⁠Emily's YouTube Channel⁠⁠⁠

-⁠⁠⁠Wonderlab Strategy⁠⁠⁠

Want to be on the show or nominate someone? Reach out to ⁠⁠⁠hello@wonderlabstrategy.com⁠⁠⁠

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