Bill Cates: The Original Referral Coach Small Steps, Big Wins podcast

4M ago 36:27

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Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Bill Cates, Consultant | Coach | Speaker| Podcaster | Author

Podcast Episode Description: The Original Referral Coach

Bio: If you're a financial professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons. Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicating just the right message to get them interested?

If you're a leader/manager, you probably want to find the right tools to provide to your advisors/reps/consultants to help them win more new business. And you may be working hard to attract more candidates into your firm. Do you have a referral system in place for this? Is your messaging as effective as possible?

We help our clients:

🔹 Create more effective messaging to attract the right clients and move them to action

🔹 Get more referrals without begging or pushing

🔹 Turn your referrals into personal introductions

🔹 Set more appointments that stick

🔹 Convert prospects into clients at a higher rate

Hall of Fame Speaker, author of "Get More Referrals Now!" "Beyond Referrals" and "Radical Relevance" and The Cates System for Exponential Growth (tm).

◾ Website: www.ReferralCoach.com

◾ Books: amazon.com/author/billcates

◾ Coaching: www.CoachCates.com

◾ YouTube: https://www.youtube.com/user/ReferralCoach

◾ Facebook: https://www.facebook.com/ReferralCoach

◾ Twitter: @Bill_Cates

◾ Blog: www.ReferralCoach.com/blog

◾ E-mail: BillCates@ReferralCoach.com

◾ Phone: 301.497.2200

❗ REMEMBER ❗ BILLion begins with BILL

Specialties: Live seminars, Video based training, Webinars, Coaching

CRN202702-5852555

47 episodes