The Influential Advisor Podcast

← The Influential Advisor Podcast14 okt · 1 u 10 min

128: Bill Cates | Top 50 Most Innovative Voices in Advisor Growth Series

128: Bill Cates | Top 50 Most Innovative Voices in Advisor Growth Series14 okt1 u 10 min

Why do financial advisors with happy clients still struggle to generate consistent referrals? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Bill Cates, known as The Original Referral Coach and one of the financial advisory industry’s most established voices on referral growth. For more than 30 years, Bill has helped financial advisors turn strong client relationships into more intentional systems for generating referrals, personal intro...