Elementality for Financial Advisors | Elements Financial Vitals System™

"The Language of Referrals" w/ Bill Cates


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Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.”

In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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