37 min
"The Language of Referrals" w/ Bill Cates Elementality for Financial Advisors | Elements Financial Vitals System™
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- Investing
Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.”
In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.
Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.”
In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.
37 min