))
Easy client referrals that work
Manage episode 425353356 series 3582035
Content provided by Michael Sakraida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Sakraida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon. Bill Cates, our guest, is THE expert on helping financial advisors and other professionals obtain a strong and steady stream of quality client referrals. You'll be the key part of an enjoyable conversation, where: 1. You will hear how you can be successful with client referrals, even if you've struggled with it in the past; 2. You will feel confident in your ability to become a client referral master; and 3. You will have a clear and easy next step to getting started on mastering client referrals.
Mentioned resources for your next steps - website (for info, newsletters, and podcasts); order book, The Language of Referrals ; and email Bill (to share your situation and to have Bill orient you in the right direction)
Contact Mike Sakraida - email Money, Balance, Joy website
moneybalancejoy.com
mike.s@fanresources.com
Order Money, Balance, Joy - Improving Your Life Story
7 episodes
Share
