On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. 
Join them as they discuss: 

• Effective referral strategies for financial advisors
• The unique challenges of client introductions in the industry
• The importance of being referable
• The evolving landscape of client acquisition
• Key principles of "relationship marketing"
• Leveraging "value recognizing statements" from clients
• Overcoming common barriers advisors face

Bill Cates is the president of Referral Coach International, creator of The Unlimited Referrals Marketing System, and the host of the Top Advisor Podcast. He is also a renowned keynote speaker and the author of books including Radical Relevance and Get More Referrals Now.
Harbor Capital Details

• Harbor Capital Website
• Harbor Capital on LinkedIn
• Harbor Capital on Youtube
• Host Rebecca Muse-Orlinoff on LinkedIn

Guest Details

• Bill Cates on LinkedIn
• Referral Coach International LinkedIn
• Referral Coach International Website

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor is handcrafted by our friends over at: fame.so