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

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