In this episode of The Finance Marketing Podcast, Hillary sits down with Bill Cates, often called "The Original Referral Coach," to explore how understanding money stories—both your own and your clients'—creates the foundation for empathetic marketing and natural referral generation. Bill shares why advisors must first examine their own beliefs and anxieties around money to build genuine empathy with clients, how to discover your true differentiation by asking clients how they describe you to others, and his proven "value discussion" framework that gets clients speaking your value out loud—neurologically teaching them how to talk about you without awkward referral asks. Tune in to learn how to shift from uncomfortable referral tactics to a mission-driven approach where your value is worth sharing and referrals flow naturally from the client experience.

Connect with Bill:

Website: ReferralCoach.com 

LinkedIn: Bill Cates 

YouTube: @BillCatesReferralCoach

Books: LanguageofReferrals.com & TheHiddenHeist.com 

Free Guide: ExponentialGrowthGuide.com

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