All Episodes

March 28, 2024 40 mins

Enjoy a deep dive into the world of referrals, personal growth, and legacy building with Bill Cates, whose expertise and humorous approach make this episode both enlightening and entertaining.

EPISODE GUEST:
Bill Cates, a renowned expert in client acquisition through referrals and personal introductions, shares his insights on creating a lasting legacy by helping others. As president of Referral Coach International and a bestselling author, Bill has revolutionized the approach to building client relationships and growing business through referrals. In this engaging and informative interview, Bill delves into the art and science of gaining new clients, the significance of financial dignity, and the impact of his work on creating legacies.

EPISODE SPONSOR:
Sage Smart Advisor Publishing and Your Million Dollar Accelerator Author Program

Empowering Financial Professionals and CEOs to amplify their expert status. Are you ready to not just stand out, but to shine in a saturated market? Dive into our specialized program that's meticulously crafted to make you a published and best-selling author in 6-12 weeks.

IN THIS EPISODE YOU WILL LEARN:

  • The importance of understanding and overcoming the fear and lack of confidence that hinder referrals and introductions.
  • Insights into Bill Cates' journey as a leading figure in relationship marketing and client acquisition.
  • The concept of financial dignity and how it shapes the way financial advisors and professionals assist their clients in legacy building.
  • Strategies and practical advice from Bill's latest work, "The Language of Referrals," and how to apply these to your own business and legacy journey.
  • The evolving landscape of referrals and personal introductions in the digital age, and how to navigate these changes effectively.
  • Bill’s perspective on creating a ripple effect of positive change through business and financial services.
  • Sneak peek into Bill's upcoming book focused on beliefs and emotions surrounding money.

Find out more about Tony Maree Torrey @ https://www.tonymaree.com/

Mark as Played

Advertise With Us

Popular Podcasts

On Purpose with Jay Shetty

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Las Culturistas with Matt Rogers and Bowen Yang

Las Culturistas with Matt Rogers and Bowen Yang

Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.

Crime Junkie

Crime Junkie

Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.