Bill Cates, CSP, CPAE, is the President of Referral Coach International and the author of Get More Referrals Now, Beyond Referrals, and Radical Relevance. He is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the Top Advisor Podcast. He has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients. Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value. Bill’s programs are high energy and high content. You can also expect to walk away with powerful insights and practical strategies that will have an immediate impact on your business.

Listen to this informative Legacy Leaders episode with Bill Cates about The importance of relationship marketing System, The System of Referral Marketing, Importance of attracting the right fit clients, Building Long-Term Relationships with Clients, and Discovering Effective Client Attraction Strategies.

Here is what to expect on this week’s show:

Connect with Bill Cates:

Website: https://referralcoach.com/ 

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

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

Instagram: https://www.instagram.com/thereferralcoach/ 

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

Email: [email protected]  

Bill’s FREE High-Content eGuide: https://referralcoach.mykajabi.com/8-steps-to-exponential-growth 

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ 

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/ 

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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