Podcast appearances and mentions of bill cates

“My book is titled Exactly What to Say, but maybe I should have called it, Exactly What to Ask.” In this enlightening episode of the Top Advisor Podcast, host Bill Cates sits down with Phil M. Jones, CSP, CPAE, the renowned expert and author of the bestselling book – Exactly What to Say: The Magic … Continue reading #84 EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE →

“If you're not relevant, you're ignored. If you're not compelling, you're forgotten.” Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice. But with technology constantly reshaping how we connect, how do you still leverage a human connection? For decades, Bill has mastered the art … Read More Read More

Pour atteindre des objectifs comme la recherche d'un emploi ou le développement d'affaires, disposer d'un bon réseau est souvent incontournable. Ne pas en avoir peut constituer un réel obstacle. Heureusement, il est toujours possible de bâtir son propre réseau. Mais comment s'y prendre ? Beaucoup de mes clients se sentent inconfortables ou commettent des erreurs qui les empêchent d'atteindre leurs objectifs. Plutôt que de partir à froid et d'approcher des personnes inconnues, une meilleure stratégie consiste à miser sur son réseau existant. En adoptant une approche directe mais diplomate, centrée sur la valeur que nous pouvons apporter, il devient possible de nouer de nouvelles relations. Cette méthode permet de rencontrer les contacts du réseau de notre réseau, créant ainsi un effet boule de neige. Avec le temps, nous élargissons naturellement notre cercle, passant de référence en référence. Si elle est bien appliquée, cette boucle peut devenir infinie. Ayant lu plusieurs ouvrages sur la prospection, je trouve que Beyond Referrals de Bill Cates se distingue par son approche originale et sa vision résolument gagnant-gagnant. Vers la fin de cet épisode, j'ai voulu mettre en pratique cette méthode avec Vincent Boutin, consultant en ressources humaines, une nouvelle personne de mon réseau. 0m23: Présentation 10m02 : présentation du livre 13m18 : Le modèle pour une culture de référence 18m36: La demande de référence 31m20: L'introduction à la personne référée 36m48 : La prise de contact 45m59: Exercice avec Vincent Boutin 53m59 : Réflexion personnelle Pour encore plus de détails, consulte la page web de l'épisode

On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. Bill explores effective referral strategies for financial advisors, the evolving landscape of client acquisition, and the key principles of "relationship marketing."

Imagine this: Deep trust, unmatched value, and clients who can't stop talking about you. It's time to ditch the awkward ask and start attracting new clients without even asking.There's no one better to show us the way than Bill Cates, The Original Referral Coach.With decades of experience, Bill is a renowned expert in client engagement and referral marketing, known for helping financial advisors grow their businesses organically without the need for traditional sales tactics. In this special episode, Robert & Bill peel back the curtain on how advisors can generate referrals from clients without even asking, why the first 90 days with a new client are absolutely critical, and how to host events that get clients talking about you, in the best possible way.And that's just the start!We Explore: Why the first three months with a new client can make or break your referral pipelineHow to generate referrals without ever mentioning the word "referralThe type of content that turns engaged clients into your best referral sourcesHow to transform your onboarding process into a relationship-building powerhouseAnd the MANY strategies Robert and Bill share that are data-driven and proven to deepen client relationships and generate referralsLinks to Check Out:WATCH the full video webinar HEREGet access to Bill's FREE Referral ResourcesListen to Bill's Top Advisor PodcastThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

Why settle for referrals when you could be getting killer introductions instead?Joining Samantha in this episode of Influence By Design is Bill Cates. They're diving into the world of radical relevance in an exceptionally noisy market, exploring how you can sharpen your marketing message, cut through the noise, and win more ideal clients. Bill shares his expertise on referrals, differentiating them from introductions, and why the latter is the golden ticket to business success. Whether you're a business owner, coach, or professional looking to grow your client base, this episode is packed with actionable insights.For full show notes and links, please visit: https://samanthariley.global/podcast/593/Samantha Riley xxGet your free copy of The Human Design Advantage - https://samanthariley.global/advantage/Join the Coaches, Thought Leaders & Changemakers FB Group - https://www.facebook.com/groups/172041823301121I'd love to connect with you - please reach out and say hi: Instagram - https://www.instagram.com/thesamriley/LinkedIn: https://www.linkedin.com/in/samriley/

Are you looking for the secret to unlocking your client's financial potential and taking your advisory business to the next level?  Of course you are! In this episode of Top Advisor Podcast, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing … Continue reading Episode #71 The Future of Niche Marketing for Financial Advisors – Proper Diagnosis and Targeting with Reese Harper, CFP® →

If you don't need more clients, you can skip this episode. Our guest is Bill Cates, Hall of Fame speaker, author and coach. He's most often referred to as the original Referral Coach.  Bill has helped thousands of companies and professionals to revolutionize their client acquisition processes. In fact, his client acquisition system has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power, the Huffington Post and The Wall Street Journal. He has written four best-selling books, including Radical Relevance and The Language of Referrals. Tune in and learn how you can reach exponential growth by attracting Right Fit Clients™.   01:49 Bill Cates' Journey to Success 07:01 The Importance of Referrals and Target Marketing 10:01 Understanding Right Fit Clients™ 12:45 Solving Problems and Monetizing Followings 18:08 Marketing vs. Branding 22:34 Effective Referral Strategies 29:45 How to Connect with Bill Cates

Welcome back to Quantum Growth for Financial Advisors!  This week, 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 The post The Language of Referrals Part 2 with Bill Cates appeared first on Kuttin Consulting Group.

Welcome back to Quantum Growth for Financial Advisors!  This week, we welcome back Bill Cates, 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. The post The Language of Referrals with Bill Cates appeared first on Kuttin Consulting Group.

Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesn't actually make the referral? What if the referral doesn't call you back? I've got Bill Cates here and he's going to discuss all of this and more as covered in his […] The post Do this to avoid messing up a client referral appeared first on Sara Grillo.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Bill Cates, CSP, CPAE (https://referralcoach.com/ ) 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: 1. Growing Financial Practices Through Relationship Marketing 2. The Importance of Niching Down 3. Leveraging Referrals 4. Adapting to Digital Advancements LinkedIn: https://www.linkedin.com/in/billcates/ Website: https://referralcoach.com/ Coaching: https://referralcoach.com/advisor-coaching/ Twitter: https://twitter.com/bill_cates?lang=en Facebook: https://www.facebook.com/ReferralCoach YouTube: https://www.youtube.com/user/ReferralCoach Books: https://www.amazon.com/stores/Bill-Cates/author/B000APY8EEref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true Blog: https://referralcoach.com/blog/ Podcast: https://podcasts.apple.com/us/podcast/top-advisor-podcast/id1565150284 Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠https://instagram.com/ultrahighnetworthclients ⁠ TikTok: ⁠https://tiktok.com/ultrahighnetworthclients ⁠ YouTube: ⁠https://www.youtube.com/@uhnwc⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠ Twitter: ⁠https://twitter.com/uhnwcpodcast ⁠ iTunes: ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠ Website: ⁠https://uhnwc.com ⁠ Work with us: ⁠https://famousfounder.com/fa ⁠ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy.In this episode, Rob, Phil, and Bill delve into:The common challenges faced by financial planners and advisors when seeking high-quality introductions.Bill's latest book, "The Language of Referrals."Tailoring referral language to fit a specific context (like distinguishing between introductions and referrals).The importance of changing your mindset and shedding limiting beliefs in the context of introductions and referrals cannot be overstated.How to adopt a client-centric strategy for handling referrals.Key Takeaways: Referrals are the most time-effective way for financial advisors to build their business and they're free.Referrals and introductions rely on borrowed trust until you can earn your own trust with that new client.You need to maximize client engagement to get more unsolicited referrals and introductions.Don't be afraid to meet with a referral to see if they qualify as the right fit for you. Very few advisors will ever turn down their right-fit client. Financial advisors, make sure you understand the value that you are bringing to those you serve. You're on an important mission. “There's no true substitute for asking for specific introductions, especially if you are looking to grow your business in a specific direction with your Right-Fit Client.” – Bill Cates Connect with Bill Cates: The Language of Referrals: https://referralcoach.com/language-of-referrals/Website: https://referralcoach.com/ Resources: https://referralcoach.com/resources Email: Bill@referralcoach.com LinkedIn: https://www.linkedin.com/in/billcates/ YouTube: https://www.youtube.com/user/ReferralCoach Twitter: https://twitter.com/Bill_Cates Facebook: https://www.facebook.com/ReferralCoach Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

Does asking for referrals make you feel like you're being needy? Are you afraid of hurting your existing relationships with clients and COIs? When asking for referrals, your words matter! Catch Duncan MacPherson's conversation with Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the … Continue reading The Language of Referrals with Bill Cates (Ep. 57) →

Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.

Speed Kills?  Speed Wins?  It depends! According to research – speed impacts revenue, speed impacts loyalty, and speed impacts emotions. Understanding this crucial dynamic, Bill Cates engages in a compelling conversation with Jay Baer, a distinguished business growth and customer experience strategist, researcher, author, keynote speaker, and B2B influencer.  Jay's newest book, Time to Win: … Continue reading Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE →

Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are important. But turning your existing clients into superfans who generate a steady stream of referrals creates strong, person-to-person connections that digital marketing never will. On today's show, "The Original Referral Coach" Bill Cates offers actionable specifics on how to set the stage for referrals, how to ask and position for referrals, how to follow up on referrals, and more importantly, how to create the mindset that attracts referrals on a consistent basis. If you're serious about growing your client base, grab a pen and paper and block off an hour or two -- you're going to want to listen to this episode more than once.

In this episode, we dissect why cold calls fail—trust starts at zero. With scams rampant, we're wary of unknown callers. Trust is key; it's what drives purchases, even at a premium. But how do we gain trust from the start? Research helps, but it's out of our hands. The answer? Referrals and transferable trust. Joining us is Bill Cates, referral expert, and author, to discuss his system used by thousands to secure quality clients. Tune in for insights on building trust and leveraging referrals for business success in a conversation about the power of trust.

Announcing! Bill Cates's Newest Book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. Every financial professional understands the power of referrals and personal introductions. Marketing experts extol the virtues of building a referral-based business. However, while providing overarching strategies and concepts, they don't tell you how to … Continue reading Episode #61 Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates →

Are you struggling to get valuable referrals from your clients?  Have you tried the power of introductions? 

Most financial advisors rob themselves blind every time they meet with their best clients because they don't simply ask for referrals.  Why don't they ask?  Well, most advisors don't know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could even help you land your largest client this year.  That's why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today's show to reveal some of his best-kept referral secrets.  Want to grow your client base in the easiest and most reliable way possible?  Listen now.  Show highlights include: How to double your referrals this year (even though it's never been harder to reach interested prospects) (3:38)  Two words to say to satisfied clients that makes them want to send you highly qualified prospects (3:58)  Why asking for referrals is the quickest way to make your referral pipeline dry out (4:54)  The 2 most common objections your clients have when you ask for referrals (and how to overcome each one) (7:51)  How strictly should financial advisors stick to their referral script? A referral expert answers… (12:42)  Use this 7-word phrase whenever you're in a tricky sales situation to position yourself as the expert authority (14:49)  How asking this simple question can land you your largest client by the end of the year (20:55)  The advanced “Double Readership Path” copywriting trick for transforming your website into an appointment-setting machine (27:35)  Need more help turning your business into a referral machine? Order Bill's newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/.   Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Are you one of the 88% of advisors who don't ask your clients for referrals, despite it making up 88% of your new business?* Learn how to enhance your referral process with insights from host Jason L Smith, CEP®, BPC, Founder, and CEO of C2P and JL Smith, and special guest, Bill Cates, CSP, CPAE, author, speaker, consultant, president of Referral Coach International and creator of The Unlimited Referrals Marketing System. Join us as the two discuss Bill's renowned VIPS (Value, Importance, Permission, Suggest) method ™ for asking for referrals while exploring this framework's continued relevance today. From innovative strategies that make introductions more effective to organizing special events to facilitate new connections, learn proven methods to start securing referrals with ease from “The Original Referral Coach.”Resources:The VIPS Method framework by Bill CatesTop Advisor Podcast with Bill CatesThe Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients bookThe Ultimate Referral System For Professionals: The Machine To Magnetically Attract All The Referrals You'll Ever Need So You'll Never Have To Cold Call Again!!!) bookStrategic Coach | Premier Business Coach For Entrepreneurs* https://www.investmentnews.com/industry-news/news/rias-need-to-get-past-their-fear-of-asking-for-referrals-237521

From Author to Authority is a groundbreaking book that empowers financial authors to leverage the full potential of LinkedIn to amplify their visibility, establish themselves as industry thought leaders, and attract high-value clients. Authored by Paul G. McManus, a renowned LinkedIn marketing expert with a proven track record of helping financial professionals generate millions of dollars in fees and commissions, this book provides a comprehensive roadmap for financial authors to harness the immense power of LinkedIn.Praise For From Author To Authority“As an experienced financial advisor that has grown multiple 7-figure businesses through digital marketing, I thought I had a good grasp on the power of LinkedIn. However, "From Author to Authority" opened my eyes to an entirely new level of possibilities! Paul McManus' deep understanding of both the financial industry and the intricacies of LinkedIn's platform shines through every page. It is for this reason that I am sharing my enthusiastic endorsement of this book. I believe it is an absolute game-changer for financial professionals looking to leverage their status as an author and be seen as a true authority!”Anton J. Anderson, CEO, Elite Resource Team***“There was a time when the only people generating revenue from LinkedIn were the people selling us their system on how to make money with LinkedIn. Boy has that changed. In his book, From Author to Authority, McManus gives us one example after another of how financial advisors are seeing a clear ROI from their use of LinkedIn. His example in Chapter 8, Strengthening Your Impact, is a perfect example. I have learned from and benefited from Paul's coaching on LinkedIn. Now you can too!” Bill Cates, CSP, CPAE, Author of Beyond Referrals & Radical Relevance and Founder of The Cates Academy for Relationship Marketing***"As a Certified Financial Planner, best-selling author, and business coach who has navigated the journey from author to authority, I wholeheartedly recommend Paul McManus' 'From Author to Authority.' This book is pivotal for financial professionals aiming to attract premium clients on LinkedIn. It isn't merely a tool, but also a step-by-step guide to revolutionizing your career, expanding your reach, and enhancing your influence.”Robyn Crane, CFP®, Best-selling Author and Business Coach for Financial Professionals***“In ‘From Author to Authority,' Paul G McManus offers a compelling roadmap for financial authors to amplify their influence and attract premium clients. As a fellow professional in the field, I can attest to the relevance and effectiveness of his strategies. McManus's adept handling of the subject matter and his clear, concise writing style make this book a standout resource for financial authors.”Tony Maree Torrey, Author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice.***"Paul does it again with his book ‘From Author to Authority.' He delivers an inspiring, practical, and fast-based manual, this time to help financial professionals amplify their brand and expertise. I was drawn to the specific strategies Paul shares about creating client avatars and using LinkedIn groups to garner wider impressions. Paul is your go-to resource to elevate your brand, and this book provides a concise look at how to proceed.” Liz Briggson, Co-Owner of Encoursa: Education and Partnerships for Accounting CPESupport the show

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff!  Join this discussion to learn more about creating a perpetual revenue system, the power of asking questions, and result-producing strategies that build personable relationships.

How do you turn business growth from a dream into a reality? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to push through reluctance and establish a time-tested system for expanding your clientele. Episode breakdown: 0:30—Overcoming fears about asking for introductions 2:16—Benefiting from repetition and getting outside your comfort zone 3:30—Identifying your goals and finding your right-fit client 4:17—Developing a process and practicing it enough to be successful 5:53—Learning from the world's best athletes Listen to the monthly series, MDRT Presents: @mdrtpresents

Everyone has a podcast nowadays, but does every professional speaker need one? While anyone can start a podcast, it can be a lot of work yours up and running and the effort needs to align with your current goals and workload! In this week's episode of Speakernomics, Bill Cates, CSP, CPAE, share his experience about why he overcame his apprehension to start a podcast and how the show helps him not only stay relevant, but helps him add an extra revenue stream and add more value to his clients. Answer our question! Head over to www.Speakernomics.com/voicemail and leave us a voicemail answering our question and we may use your recording on an upcoming episode of Speakernomics! Question: How can you pair a podcast with your speaking to add more value? Who is Bill Cates, CSP, CPAE? Bill is the author of six books, a founding member of NSA's Million Dollar Speakers Group, and a Hall of Fame speaker. He's been featured in many magazines including The Wall Street Journal, Entrepreneur and Money Magazine. Besides his successful business career, he's climbed Mt. Kilimanjaro, lived on a houseboat for two months and toured the country in a rock band, Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to an eye-opening episode that unveils the hidden financial treasure trove within your business. Join us as we dive into the transformative world of referral marketing with renowned expert Bill Cates. In this engaging discussion, you'll discover the untapped potential of leveraging your existing client relationships to unlock new avenues of growth and prosperity.   Referral marketing isn't just a strategy; it's a potent force that can revolutionize your business landscape. Learn how to harness the power of word-of-mouth recommendations to propel your brand forward. Bill Cates, a trailblazer in this field, shares practical insights, success stories, and actionable advice that will empower you to tap into the hidden wealth lying dormant within your current clientele.   In an era where traditional marketing efforts often yield diminishing returns, referral marketing shines as a beacon of authenticity and trust. This episode will guide you through the art of nurturing strong client bonds, crafting compelling referral requests, and cultivating a referral-rich culture. Unlock the potential of referrals and witness how they can dynamically shape the trajectory of your business, amplifying growth and propelling you towards unparalleled success. Tune in now and unearth the lucrative possibilities that lie beneath the surface of your business through the captivating realm of referral marketing.   Chapter Stamps:   Introduction to Bill Cates (00:00:00 - 00:01:27) Importance of Target Market (00:01:27 - 00:03:10) Value of Relationship Marketing (00:03:10 - 00:04:09) Choosing Financial Advisors as a Target Market (00:04:09 - 00:05:17) Common Referral Mistakes and Proactivity (00:05:17 - 00:06:51) Value Recognizing Statements for Proactive Referral Requests (00:06:51 - 00:08:31) Specific Requests for Introductions (00:08:31 - 00:10:31) Using AI and Data for Referral Opportunities (00:10:31 - 00:11:45) Teaching and Sharing Referral Strategies (00:11:45 - 00:13:00) Importance of Referrals and Statistics (00:13:00 - 00:14:56) Ethics of Referral Compensation (00:14:56 - 00:16:17) Building Confidence in Asking for Referrals (00:16:17 - 00:20:04) Bill Cates' Inner Superpower (00:20:04 - 00:21:30) Power of Referral Marketing and Closing (00:21:30 - 00:23:07)   Pullout Quotes:   "Referral marketing is about paying it forward; it's asking for help to help others." "Make it about the value you provide, not about building your business." "The key to success is making referrals the cake, not just the icing." "It's not about the money; it's the gesture of saying thank you with a personalized touch." "Referral marketing isn't a strategy; it's a transformative force within your business." "Nurture strong client bonds and cultivate a referral-rich culture for exponential growth." "In an era of diminishing returns, referrals stand as beacons of authenticity and trust." "Discover how people prefer to meet you and build your marketing around that." "Referral marketing: the untapped potential lying dormant within your current clientele." "Harness the power of word-of-mouth recommendations to unlock new avenues of prosperity."   Socials:   Website: https://referralcoach.com/ Linkedin: https://www.linkedin.com/in/billcates Instagram: https://www.instagram.com/thereferralcoach/     ----more---- Notice to the Super Entrepreneurs community: Before we part, remember to join our Private Facebook group, 'Mindset for Business Success.' Here we share mindset wisdom to elevate your life and business, ready for a transformative journey? This group is your key to unlocking potential and achieving business growth. Don't miss out on this incredible free resource. Join us in 'Mindset for Business Success' today!   https://www.facebook.com/groups/mindsetforbusinesssuccess/   ----more---- Disclaimer: Please be aware that the opinions and perspectives conveyed in this podcast are solely those of our guests and do not necessarily represent the views, ideologies, or principles of Super Entrepreneurs Podcast, its associated entities, or any organizations they represent or are affiliated with. We provide a platform for discussion and exploration, and the content of each episode is understood to be independent expressions from our guests, rather than a reflection of the beliefs held by the podcast or its hosts.

Ever wonder how you can revolutionize your business by zeroing in on a specific target market? In today's discussion, we are joined by the highly respected Bill Gates, sharing his wealth of knowledge on the concept of Radical Relevance. Bill helps us understand how to identify the right target market and navigate the challenges that come with it. He offers some practical examples from the financial services industry, busting the myth that focusing on a specific target sector means losing out on other potential opportunities.Imagine waking up to messaging that resonates with your target market, passes the ‘morning test,' and incites action. Using insights from Bill, we explore how to tap into your market's pain points, aspirations, and goals to craft empathetic messages that resonate. We spread light on how to view the world from your target market's perspective and utilize insights interviews to comprehend them better, all contributing to a more targeted and successful messaging strategy.Plus, we tackle common misconceptions about asking for referrals and provide robust strategies for overcoming these. If you've ever grappled with fear when asking for help, you'll find our segment on promoting introductions and referrals particularly empowering. Get ready for an episode packed full of insights, practical tools, and strategies to integrate Radical Relevance into your marketing!About our Guest: Bill Cates is the author of multiple books including Radical Relevance: Sharpen Your Marketing Message, Cut Through The Noise, and Win More Ideal Clients and the Host of The Top Advisor Podcast.You can learn more about Bill at: http://billcatesresources.com/ About Your Host: Paul G. McManus is the author of The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal ClientsYou can get a complimentary copy of Paul's book at: www.theshortbookformula.comSupport the show

“If I target a specific market, what about my current clients? And won't I be missing out on other opportunities? These are a few of the common questions that come up in the discussion about niche marketing and the best target markets for financial advisors. While these are valid concerns, they are easily addressed.  Listen … Continue reading Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE →

If you're like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals. 

If you're like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals. 

In this episode of B2B Digital Marketer, we explore the concept of value proposition and how it's more than just an elevator pitch or value positioning statement. Our guest speaker shares insights on the importance of identifying every point of value for prospects and clients and radical approaches to understanding ideal customers. We discuss the obstacles of inertia, how to overcome them, and the importance of social proof, empathy, and clarity in messaging.  Join us as we learn about the benefit of the benefit and how it's crucial to be radically relevant in conversation while keeping cognitive fluency in mind. Understanding the brain's response to messaging and how to structure it for pain points and opportunities for success is key in B2B sales.

What can you offer clients as a way to say thank you? What item or event will get them talking about you? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to successfully utilize gifts – pending compliance approval – and other initiatives to enhance relationships and drive referrals. Episode breakdown: 0:28 – Matching intangible products with tangible gifts 1:41 – Identifying a range of ways to say thank you – and drive referrals 5:05 – Distinguishing between a gift and a promotional item 8:24 – Creating different opportunities for client appreciation 10:44 – Ensuring that you're being referred to the right people Listen to the monthly series, MDRT Presents: @mdrtpresents

SEASON: 2 EPISODE: 8Episode Overview:Looking to sharpen your marketing message and cut through all the noise to win more clients? Are you winning the race for relevance? Your value proposition must be relevant to your prospects, or they won't give you the time of day. It's not your prospect's job to figure out your value to them. It's your job to develop and communicate your value in a way that will resonate with your ideal clients. To help us understand what we need to do to maintain our relevance is author, speaker, and coach, Bill Cates.Guest Bio: Bill Cates is an internationally recognized client-acquisition expert, author, and speaker who motivates others to take action with proven strategies.A successful entrepreneur, Bill started and sold two book publishing companies. Turning his attention to help other businesses grow, Bill has written four best-selling books: Get More Referrals Now, Don't Keep Me a Secret, Beyond Referrals and Radical Relevance.Bill has delivered his business-growth message to over 300,000 professionals, small business owners, and salespeople across 5 continents; helping them increase revenue without increasing their marketing budget.Bill is the host of the widely acclaimed Top Advisor Podcast (www.TopAdvisorPodcast.com)Bill Cates' client-acquisition system has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power, the Huffington Post and The Wall Street Journal. And his own business success has been featured in Money Magazine.Bill was inducted into the Professional Speakers Hall of Fame in 2010 (182 living members worldwide). So you can expect an engaging and interactive session with relevant, business-growth content, high energy, and a little bit of fun.Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in Arctic Circle… and Bill has toured the country as the drummer in a rock and roll band.The most important thing for you to know is that thousands of businesses and professionals are using Bill's system to attract a steady flow of Right-Fit Clients™.Resource Links:Website: www.ReferralCoach.comProduct Link: www.RadicalRelevanceBook.comInsight Gold Timestamps:02:44 Radical relevance begins with a total shift in mindset03:50 The biggest mistake that so many people make 05:26 Create movement, create action07:56 A right-fit client10:43 Challenge #2 is inertia13:10 The neuroscience of relevance15:38 Cognitive fluency19:24 If you want clients to follow your suggestions….20:38 One of the biggest ways to build trust, is just to be authentic and not be greedy25:48 Human connection through the words you use27:00 Value is in the eyes of the beholder30:44 Tell me more….32:30 Caryn Kopp - Biz Dev Done Right34:31 How important is the story?34:36 Client focused why37:12 Your prospects/clients aren't mind readers39:46 The Language of ReferralsConnect Socially:LinkedIn: https://www.linkedin.com/in/billcates/Facebook: https://www.facebook.com/ReferralCoachTwitter:

LifeBlood: We talked about how to get referrals, how technology has changed this process, how to build a referral-based business, why it's ok to ask for help, and how to do it, with Bill Cates, the Referral Coach, client acquisition expert, hall of fame speaker, and best-selling author.  Listen to learn what it means and takes to be referable! You can learn more about Bill at ReferralCoach.com, Facebook, Twitter, YouTube and LinkedIn. Get your copy of Radical Relevance HERE Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

SEASON: 2 EPISODE: 7Episode Overview:According to the 2020 National Customer Rage Study, when complaining, 58% of customers got no, or limited satisfaction for their efforts, while 65% left filled with rage and frustration. This means that too many businesses are scripting, outsourcing, or seriously mishandling their customer service. They are missing a key point that customer complaints are a gift to companies, that when handled well, will reap huge rewards. To help us understand why businesses should seek out complaints, learn the strategies to handle them effectively and turn dissatisfaction into brand loyalty, is best selling author, award winning speaker and trainer, Janelle Barlow.Guest Bio: Janelle Barlow, well-known around the world as an in-person award-winning speaker, trainer, and consultant, author, and Subject Matter Expert based on her best-selling books, is changing her business. She is limiting her travel by airplane, instead sharing her expertise through webinars, online presentations, coaching and consulting sessions, weekly blogs, and this Complaint Is a Gift web page.All of Janelle's work is primarily delivered as virtual programs, books, workbooks, webinars, online coaching, virtual presentations or offered in a hybrid way that works best for your organization.Resource Links:Website: https://www.acomplaintisagift.comProduct Link: https://www.acomplaintisagift.com/shopInsight Gold Timestamps:05:31 it is so ingrained for us to see complaints as negative 07:30 National Customer Rage Study09:52 Difference between feedback and complaints10:16 Complaints are never positive12:54 A complaint is an emotional experience15:07 Do they really know what's going on at the intersection of their staff with their customers? 20:21 What makes people complain?22:03 Four categories of complainers25:06 Let me see what I can do 27:54 First, listen to the content of the complaint 33:39 Do you have the authority to resolve my problem34:33 A Complaint is a Gift WorkbookConnect Socially:LinkedIn: https://www.linkedin.com/in/janellebarlow-cspphd/Facebook: https://www.facebook.com/janelle.barlow.3Facebook Group: https://www.facebook.com/groups/1242566216548624A Complaint is a Gift Workbook: https://www.acomplaintisagift.com/WBEmail: Janelle@janellebarlow.comSponsors: Rainmaker Digital Solutions: https://www.rainmakerdigitalsolutions.com/Resources: https://becomingpreferred-podcast.com/resources/Next Episode: Radical Relevance with Bill Cates!

Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before you ask for referrals and introductions you must first eliminate any limiting beliefs and mistaken assumptions. Without the right thinking and perspective, you'll be unlikely to use the methods … Continue reading Ep. #35 Before you ask for referrals, get your mindset right with Bill Cates, CSP, CPAE →

Bill Cates, CSP, CPAE is an internationally recognized client-acquisition expert, author, and speaker who motivates others to take action with proven strategies.   Bill talks about creating referrals for yourself or clients without having to ask for them, narrowing your target market, making yourself more referable, and much more!

Bill Cates shares his years of experience and knowledge of how to build a successful referral business. He explains active listening and the importance of being an active listener. 

I saw an article on LinkedIn by my friend Bill Cates titled: “5 things that don't make you different”, and the title intrigued me. In reading through them, I was struck by how many of these companies in the wedding and events industry are using, thinking it shows how they're different, when they don't. So, I asked Bill to come on and talk through these with me so we can give you some ideas on how to tweak what you say, to really show what makes you different.About BillBill Cates is an internationally recognized client-acquisition expert, author, and speaker who motivates others to take action with proven strategies. A successful entrepreneur, Bill started and sold two book publishing companies. Turning his attention to help other businesses grow, Bill has written four best-selling books:  Get More Referrals Now, Don't Keep Me a Secret, Beyond Referrals and Radical Relevance. To get Bill's books, which I highly recommend, visit: https://referralcoach.com/online-store/Bill is one of the founding members of the Million Dollar Speakers Group and was inducted into the Professional Speakers Hall of Fame in 2010 (182 living members worldwide). Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir, India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in Arctic Circle… and Bill has toured the country as the drummer in a rock and roll band.To find out more about Bill visit: https://referralcoach.com/ If you have any questions about anything in this, or any of my podcasts, or have a suggestion for a topic or guest, please reach out directly to me at Alan@WeddingBusinessSolutions.com or visit my website Podcast.AlanBerg.comPlease be sure to subscribe to this podcast and leave a review (thanks, it really does make a difference). If you want to get notifications of new episodes and upcoming workshops and webinars, you can sign up at www.ConnectWithAlanBerg.com Note: I only refer companies I believe can do a good job for you. Occasionally they thank me with a referral commission.

Can you treat an entire family as if they are an individual client? What decisions might be forgotten in how one generation's decisions impact another's? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how they navigate relationships among multiple generations. Episode breakdown: 0:27—Seeing family members as separate clients rather than one unit 1:56—Establishing part of a generational plan that can go overlooked 4:44—Creating a pipeline for a younger client base that's just as loyal 7:31—Handling a multi-generational referral that may be less than ideal 9:28—Navigating delicate relationships within families Listen to the monthly series, MDRT Presents: @mdrtpresents

In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals.  In Part 2, we flip the table!  Maribeth is interviewing Bill about asking for referrals and how to get referred up! Maribeth Kuzmeski Gets Bill to Discuss:  Why getting referrals without asking is incomplete.  The … Continue reading Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2) →

Conversation with Bill Cates, a client acquisition expert, a Hall of Fame speaker, a CSP, an entrepreneur, the founder of The Cates Academy for Relationship Marketing, and the author of three bestsellers on referrals as well as the author of “Radical Relevance:  Sharpen Your Marketing Message, Cut Through the Noise, Win More Ideal Clients.” Episode on Website

In this episode Dr. Willie Jolley interviews iconic international financial referral consultant and coach, Bill Cates. Bill explains the term, “radical relevance” and how it can help you stand out from the crowd. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, host John Laurito talks with his good friend, Podcast Host, Author, Coach, Speaker, and Referral Expert, Bill Cates about the keys to building a successful referral-based business. Bill also shares how he got started on his business, how he stayed relevant through decades in his passion, and how people can meet the right connections to make the right referrals.Bill Cates is a high-energy speaker who motivates by sharing proven ideas and strategies that work. Bill has helped over 20,000 small business owners, and salespeople build thriving referral-based businesses – where the phone is ringing with referred customers/clients. And Bill has helped large companies increase sales and cut hundreds of thousands of dollars in marketing expenses at the same time!Bill Cates is the author of three popular books on referrals: Get More Referrals Now!, Don't Keep Me a Secret!, and Beyond Referrals: How to Use the Perpetual Revenue System to Turn Referrals into High-Value Clients. Bill is the president of Referral Coach International and the founder of The Referral Coach Academy.Bill's seminars are high energy and high content. Bill is the kind of speaker who prefers to talk with his audience instead of talking to them. Therefore, you can expect a highly interactive session. You can also expect to receive powerful and practical strategies that will have an immediate impact on your business.Connect with Bill at:Websites: http://www.referralcoach.com/                        http://www.thecatesacademy.com/LinkedIn: https://www.linkedin.com/in/billcates/Show notes:[3:01] How did Bill get started on his business?[5:03] His passion for referrals[7:25] How does he stay relevant over the years?[12:24] What are the things that leaders should look at to find the right problems?[15:43] On getting feedback from clients to make your business relevant[22:46] What allows someone to build a referral-based business?[32:18] The Wimp Junction[36:52] Double down on how people want to meet you[39:40] What can leaders do to drive their company to become referral-focused?[44:02] The referral script[49:41] Where to find Bill[51:18] OutroGet a copy of Tomorrow's Leader on Amazon https://tinyurl.com/huseae9hText LEADER to 617-393-5383 to receive The Top 10 Things That The Best Leaders Are Doing Right NowFor questions, suggestions, or speaker inquiries, contact me at john@lauritogroup.com

Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.

For over 30 years Bill Cates has been writing, speaking, and consulting on business growth through referrals and introductions. He's written four books on the topic, spoken to hundreds of thousands of professionals and business owners around the world, and consulted for companies of all sizes. He's done this with the intention of helping professionals to increase their revenue without adding to their marketing budgets.Links:Full episode with video, audio, timestamps and full transcription—Explore past episodes:  justinstoddart.com/podcastDownload my international best-selling book, The Upstream Model, here: justinstoddart.com/freebookIf you enjoy the podcast, please leave us a short review on Apple Podcasts.  I love reading reviews and engaging with our community.Follow Justin:Instagram: instagram.com/justinstoddartFacebook: facebook.com/justincstoddartYouTube: youtube.com/c/justinstoddart

Radical Relevance for Referrals Bill Cates, Referral Coach International   – The Sharkpreneur podcast with Seth Greene Episode 793 Bill Cates Founded by Bill Cates, CSP, CPAE, Referral Coach International will work with you to increase your revenue without increasing your marketing expenses. This is possible by using a proven process to multiply your best clients through referrals and introductions, and to attract more Right-Fit Clients™ by communicating more relevant and compelling value. The Bill Cates Relationship Marketing System™ is a comprehensive, client-centered approach that creates strong client engagement, consistent leverage for new opportunities, and solid connections that lead to new business. We help you build a culture of leverage and value that bring you exponential results. Listen to this illuminating Sharkpreneur episode with Bill Cates about his new book, Radical Relevance. Here are some of the beneficial topics covered on this week's show: - How referrals create leveraged trust that helps gain new clients. - Why businesses need to establish their own credibility and value. - How narrowing your message can help lead you to your ideal clients. - Why businessowners need to create engaged clients to build their referral system. - How having a personal connection and value creates advocates for your business. Connect with Bill: Guest Contact Info Twitter @Bill_Cates Facebook facebook.com/ReferralCoach LinkedIn Linkedin.com/in/billcates   Links Mentioned: radicalrelevancebook.com referralcoach.com topadvisorpodcast.com ultimatereferralsummit.com/offer Learn more about your ad choices. Visit megaphone.fm/adchoices

When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I was skeptical. Boy was I wrong. In this episode, Bill Cates is joined (for a second time) by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, … Continue reading Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP® →

Internationally recognized client-acquisition expert, author, and hall of fame speaker Bill Cates is featured in a Thrive LouD with Lou Diamond minisode. Pulled from his original appearance, Bill shares with Lou the utter importance of knowing the people you are trying to reach. *** Produced by Adele Williams Connect to Lou Diamond & Thrive LouD