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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/

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