Tag Archives: Bill Cates

Ep 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3

July 9, 2019Get to Know the Experts, Practice MgmtBest Practices for Referrals, Bill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Genuine Messaging, Grow your practice, How to get referrals without asking, Julie Littlechild, Proactive Referrals, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

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These days, it’s not so much referrals that we need, it’s introductions and connections.

Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions.

Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a referral to the various resources available to research a prospect, and much more.

In this episode, you will learn:

How to do ‘warm’ research for more impactful introductions
How to ask for what you want
How and what to prepare prior to an introduction
The critical mass of referrals
Whether it’s possible to be unreferrable
And so much more!

Referrals beget referrals. Tune in now and take notes — this mini-series may change your world!

Brought to you by: Iris.xyz

Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2

July 9, 2019Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Bill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Genuine Messaging, Grow your practice, How to get referrals without asking, Julie Littlechild, Proactive Referrals, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

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Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet.

There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or pushing, but by being proactive instead.

In this episode, you’ll learn:

The difference between a referral and an introduction
Two ways you can be proactive about getting referrals
The reasons why clients don’t give referrals
How to keep your messaging genuine to you
And so much more!

If you want to grow your company exponentially, listen in now and take notes as Bill takes you through the process of asking for referrals!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | E-Guide | Referrals Mini-Series Part 1

Brought to you by: Iris.xyz

Ep 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1

July 9, 2019Get to Know the Experts, Marketing, Practice MgmtBill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Grow your practice, How to get referrals without asking, Julie Littlechild, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

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Every advisor’s dream is to get referrals without asking. But how do you accomplish this?

According to Bill Cates, the key is to be super referrable.

Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible.

In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction and referrals, Bill lays out several strategies to help you create engaged client relationships that will make clients want to refer you.

In this episode, you’ll learn:

The three parts of the client relationship that create engaged clients
Why the biggest mistake is thinking getting referrals needs to take a long time
The importance of the value you provide and how you can start providing it quickly
Why it’s important to talk about expectations early on
The value in finding and sharing your ‘client-focused why’
And more!

Join Bill and Matt now to pick up some great tips and ideas to help you on your path to getting referrals without asking!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Julie Littlechild

Brought to you by: Iris.xyz