Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.

Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions

Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions

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