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Interview with Bill Cates: Matching Your Practice with the Right Clients

The Wealth@Work Show

English - December 08, 2021 13:00 - 35 minutes - 24.5 MB
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Previous Episode: Interview with Michael Kane: Digital Marketing Strategies for Success
Next Episode: Interview with Stevyn Guinnip: Health & Wellness for Financial Advisors

On this episode of Outcomes, Ross Marino talks with Bill Cates, Relationship & Referral Marketing Expert, Host of “Top Advisor Podcast”. They discuss points from the many books Bill Cates has authored including finding your ‘right fit’ clients, using aspects of neuroscience & cognitive fluency to improve client relationships, and the future of leveraging virtual meetings.

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