May 20, 2024

#44 Referral Mastery and Relationship Marketing w/ Bill Cates, Coach/Author, Referral Coach Academy

53 minutes

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/

Bill Cates, CSP, CPAE (https://referralcoach.com/ ) is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing. Bill discusses the importance of referrals, niching down, and creating a strong personal connection with clients. He emphasizes staying adaptable and the future role of AI in financial advising, sharing insights from his 30-year experience and upcoming projects.

In this episode, Chris and Bill discuss:

1. Growing Financial Practices Through Relationship Marketing

2. The Importance of Niching Down

3. Leveraging Referrals

4. Adapting to Digital Advancements

LinkedIn: https://www.linkedin.com/in/billcates/

Website: https://referralcoach.com/

Coaching: https://referralcoach.com/advisor-coaching/

Twitter: https://twitter.com/bill_cates?lang=en

Facebook: https://www.facebook.com/ReferralCoach

YouTube: https://www.youtube.com/user/ReferralCoach

Books: https://www.amazon.com/stores/Bill-Cates/author/B000APY8EEref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true

Blog: https://referralcoach.com/blog/

Podcast: https://podcasts.apple.com/us/podcast/top-advisor-podcast/id1565150284

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Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠

Website: ⁠https://uhnwc.com ⁠

Work with us: ⁠https://famousfounder.com/fa ⁠

DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

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