The Language of Referrals Part 2 with Bill Cates

On this podcast episode we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your clients.

In Part 2 of this 2 part episode, Bill discusses how to be assertive in seeking referrals from satisfied clients and provides basic templates and word tracks to help advisors gain this confidence in conversations with their clients.

Tune in to learn:

• The breakdown and framework of Bill’s new book The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients
• Examples of How to Become Referrable
• The Language Around Referability
• Jon’s Personal Experience Utilizing Bill’s Referral Model Inside of His Wealth Management Firm
• Creating Confidence and Worthiness Around Asking for Referrals as an Advisor
• How to Actually Weave Towards the Actual “Ask” for the Referral Using Bill’s Language and Thought Process
• More Wordsmithing from Bill to Help Advisors with Referrals

Resources:

• Download Bill’s Free Referral Guide exponentialgrowthguide.com
• Bill Cates Website: https://referralcoach.com
• Bill’s First Book – Radical Relevance: https://referralcoach.com/radical-relevance/
• Bill’s First Book – Radical Relevance (Amazon): LINK
• Bill’s New Book – The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients: https://referralcoach.com/language-of-referrals/
• The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients (Amazon): LINK
• Email Bill Cates at [email protected]

Jonathan S. Kuttin, CEO of Kuttin Consulting Group, is a highly recognized financial advisor who has received numerous accolades and who has coached thousands of advisors on creating quantum growth in their management practice.

The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry.

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