Bill Cates, CSP, CPAE is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing. Bill discusses the importance of referrals, niching down, and creating a strong personal connection with clients. He emphasizes staying adaptable and the future role of AI in financial advising, sharing insights from his 30-year experience and upcoming projects.
In this episode, Chris and Bill discuss:
- Growing Financial Practices Through Relationship Marketing
- The Importance of Niching Down
- Leveraging Referrals
- Adapting to Digital Advancements
Connect with Bill:
Coaching │ Twitter │ Facebook │ YouTube │ Books │ Blog │ Podcast
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
