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Strategies for Client Referrals

with Bill Cates

November 12, 2024

The Active Advisor Podcast (Episode 41)

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.

4018273

Authors
Rebecca Muse-OrlinoffSVP, Head of MarketingHarbor Capital Advisors, Inc.
Categories
The Active Advisor PodcastVideos and Podcasts
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