In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy.
In this episode, Rob, Phil, and Bill delve into:
Key Takeaways:
“There’s no true substitute for asking for specific introductions, especially if you are looking to grow your business in a specific direction with your Right-Fit Client.” – Bill Cates
Connect with Bill Cates:
The Language of Referrals: https://referralcoach.com/language-of-referrals/
Website: https://referralcoach.com/
Resources: https://referralcoach.com/resources
Email: Bill@referralcoach.com
LinkedIn: https://www.linkedin.com/in/billcates/
YouTube: https://www.youtube.com/user/ReferralCoach
Twitter: https://twitter.com/Bill_Cates
Facebook: https://www.facebook.com/ReferralCoach
Episode References:
Connect with Rob Brown & Phil Calandra:
Website: http://truestfan.com/
Facebook: https://www.facebook.com/truestfan
LinkedIn: https://www.linkedin.com/in/truestfan/
YouTube: https://www.youtube.com/@truestfancoaching
LinkedIn Group: https://www.linkedin.com/groups/8496989/
Facebook Group: https://www.facebook.com/groups/truestfan