Strategies for Client Referrals

with Bill Cates

The Active Advisor Podcast (Episode 41)

On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International.

Join them as they discuss:

  • Effective referral strategies for financial advisors
  • The unique challenges of client introductions in the industry
  • The importance of being referable
  • The evolving landscape of client acquisition
  • Key principles of "relationship marketing"
  • Leveraging "value recognizing statements" from clients
  • Overcoming common barriers advisors face

Bill Cates is the president of Referral Coach International, creator of The Unlimited Referrals Marketing System, and the host of the Top Advisor Podcast. He is also a renowned keynote speaker and the author of books including Radical Relevance and Get More Referrals Now.

4018273

Blue Background

Connect with us | LinkedIn Logo IconLinktree icon to podcast media links

Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
FINRA Brokercheck logo in white color

Investing involves risk and the potential loss of capital.

Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050. Read it carefully before investing.

All trademarks or product names mentioned herein are the property of their respective owners. Copyright © 2024 Harbor Capital Advisors, Inc. All rights reserved.