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51: David O'Neil from Story Trust, Part 2
Manage episode 310463750 series 3056843
A tartalmat a Amy Woods Butler, Personal Historian, and Life Story Writer biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Amy Woods Butler, Personal Historian, and Life Story Writer vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
This week, David O'Neil talks to us about how and why we should be developing relationships with financial advisors and wealth managers.
Listen as we discuss:
- Who in the financial industry make good referral partners?
- Why they value helping their clients pass down wisdom along with their wealth
- How to follow up after meeting a good referral partner
- How to use presentations to spread the word about life story work
David's website: https://storytrust.com/
Want more ideas on how to market your life story business?
Listen to these previous episodes:
47: Creating (and Selling) a Community History Book, with Patricia Hamilton
18: Teaching Life Story Classes and Opening a Life Story Studio, with Sam Uhl
17: Life Story Memorabilia Boxes and Marketing with Show and Tell Events, with Martie McNabb
69 epizódok
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