In this episode of The Weekly Wealth Podcast, Certified Financial Planner ™ David Chudyk sits down with referral expert and author Stacey Brown Randall to uncover the secrets behind a truly referable client experience.

Stacey explains why great service isn’t enough, how to turn everyday clients into raving referral sources, and why asking for referrals can actually hurt your business. Whether you’re a financial advisor, business owner, or sales professional, this conversation will help you re-engineer your client experience so your business grows organically—without cold calls, gimmicks, or awkward scripts.

👉 Grab Stacey’s book: The Referable Client Experience

⏱️ Episode Timestamps

00:00 – Intro: Why referrals are the ultimate financial planning tool

01:00 – Meet Stacey Brown Randall: Referral coach, podcaster, and author

03:00 – Podcasting longevity & creativity: How podcasts build connection and credibility

04:00 – Customer Service vs. Client Experience: Understanding the difference

06:00 – Why most people mislabel “referrals” and what to track instead

07:30 – How small businesses can outshine big companies in experience

10:00 – The 3 Stages of Client Experience: New → Active → Alumni

12:00 – The 50/50 Formula: Great work + relationship touchpoints

16:00 – Overcoming “The Quiet Voice” of buyer’s remorse

18:00 – Example: Sending a “journey card” or handwritten note that reassures new clients

21:00 – Avoiding complacency during long-term client relationships

22:00 – Cookie Box Example: A creative relationship touchpoint before annual reviews

25:00 – Why not every happy client will refer — and that’s okay

27:00 – The Science Behind Referrals: Why you should never ask for them

30:00 – Centers of Influence: How to approach COIs the right way

33:00 – How Stacey works with clients & the programs she offers

35:00 – Lifetime value of a referral & compounding business growth

36:00 – What wealth means to Stacey Brown Randall: Freedom of choice

37:00 – Final Tip: Identify your current referral sources—the “low-hanging fruit”

39:00 – Bonus Content: How listeners can apply the episode immediately

💡 Key Takeaways

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• Client experience = how they feel working with you
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• Great work alone isn’t enough; add relationship touchpoints
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• Avoid the “ask” — referrals come from helping others, not self-promotion
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• Identify who’s already referring you and nurture those relationships first
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📚 Resources Mentioned

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• Book: The Referable Client Experience by Stacey Brown Randall
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• Website: staceybrownrandall.com
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• Podcast: Roadmap to Referrals by Stacey Brown Randall
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• Weekly Wealth Vision Call: weeklywealthpodcast.com/vision
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🧭 Connect with David Chudyk, CFP®

Website: WeeklyWealthPodcast.com

Email: [email protected]

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🎧 The Weekly Wealth Podcast — helping the mass affluent live better lives through how they handle their money.