Spotlight - Jobie Summer - Financial Advisor Marketing

Ready to Ramp Up Your Referral Marketing?

Listen to this interview with Jobie Summer, CFP, CEP, CFS, MA. She shares her Referral System from her experience with Financial Advisor Marketing and makes it easy to implement in ANY business right away. After 15 years of testing and implementing different strategies to improve her own Referral Marketing, she created a Referral Marketing System that really works. She outlines her proven system to help you expand your Referral Marketing in your business.



Want to learn EXACTLY what to do to start getting more Referrals now?

Listen to this interview and discover:

  • How to use 5 magic words to receive referrals every time
  • How to train your clients so they are your biggest advocates and love to give you referrals
  • How to ask for referrals using effective language that opens up the client instead of shutting them down
  • How to receive referrals from professionals in related industries through COIs (Centers of Influence) and Strategic Partners

During the interview, she shares a way to receive 3 Free Marketing Videos to help you grow your business faster, smarter and with the least amount of effort. You can also click here to see the other Financial Advisor Marketing videos right now.

More about Our Special Guest for the SBCA Spotlight:

Jobie Summer, CFP, CEP, CFS, MA is a Financial Advisor Marketing Expert who founded Resources for Advisors. Recognized with National awards both as a top-level producer and also for excellent client service, Jobie knows that Referral Marketing is the best way to expand your business. She personally produced over $500,000 on a consistent basis. After nearly 15 years of conducting a referral based practice and teaching other advisors to do the same she now shares these secrets with you. You can learn more about her at

After 15 years of being in the business, all the while testing and implementing different strategies, my friend, Jobie Summer, shares with you exactly what it was that enabled her to build and automate her practice to the point where she was able to enjoy more time and freedom than she ever thought was possible.

In fact, because of what she knows and wants to share with you, Jobie was able to sell her successful practice and move on to teach other Financial Advisors marketing strategies so they too could enjoy more success, freedom and prosperity.

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