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