Fan Fave: Unlocking the Power of Referrals: Strategies for Financial Advisors
Unlocking the Power of Referrals: Strategies for Financial Advisors Welcome to Episode 017 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Bill Cates and discusses marketing and referrals within the financial services industry. Bill Cates is a leading expert in referral-based marketing and client acquisition. As president of Referral Coach International, he has spent over 30 years helping financial professionals achieve exponential growth through compelling value propositions, deeper client engagement…
The skinny
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