#44 Referral Mastery and Relationship Marketing w/ Bill Cates, Coach/Author, Referral Coach Academy
Ultra High Net Worth Clients with Chris Brodhead
English - May 20, 2024 05:43 - 53 minutes - 55.7 MBFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Bill Cates, CSP, CPAE (https://referralcoach.com/ ) is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing. Bill discusses the importance of referrals, niching down, and creating a strong personal connection with clients. He emphasizes staying adaptable and the future role of AI in financial advising, sharing insights from his 30-year experience and upcoming projects.
In this episode, Chris and Bill discuss:
1. Growing Financial Practices Through Relationship Marketing
2. The Importance of Niching Down
3. Leveraging Referrals
4. Adapting to Digital Advancements
LinkedIn: https://www.linkedin.com/in/billcates/
Website: https://referralcoach.com/
Coaching: https://referralcoach.com/advisor-coaching/
Twitter: https://twitter.com/bill_cates?lang=en
Facebook: https://www.facebook.com/ReferralCoach
YouTube: https://www.youtube.com/user/ReferralCoach
Blog: https://referralcoach.com/blog/
Podcast: https://podcasts.apple.com/us/podcast/top-advisor-podcast/id1565150284
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Website: https://uhnwc.com
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.