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

Episode 51 of the The Life Story Coach podcast, hosted by Amy Woods Butler, titled "51: David O'Neil from Story Trust, Part 2" was published on March 21, 2019 and runs 39 minutes.

March 21, 2019 ·39m · The Life Story Coach

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Episode 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

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