51: David O'Neil from Story Trust, Part 2

Update: 2019-03-21

Description

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

Links & Stuff

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

12: International Ghostwriter Derek Lewis

6: Marketing Guru Dhyan Atkinson

Comments

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56: Rich Polt of Acknowledge Media, Part 2

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51: David O'Neil from Story Trust, Part 2

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50: David O'Neil from Story Trust, Part 1

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51: David O'Neil from Story Trust, Part 2

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Links & Stuff

51: David O'Neil from Story Trust, Part 2

Amy Woods Butler

51: David O'Neil from Story Trust, Part 2