Podcasts about referral coach international

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."

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.

Bill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Cates Academy for Relationship Marketing™, he brings extensive expertise to the table. Additionally, Bill hosts the popular podcast, TopAdvisorPodcast.com, and has been recognized … Continue reading Episode 206 – Speaking ‘The Language of Referrals' to Gain Your Ideal Client with Bill Cates →

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

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

In this Swift Chat, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients. The two discuss converting referrals into engaged introductions, why people make referrals, how to form business friendships, and shed more light onto what type of client relationships lead to introductions. Access the Exponential Growth Guide on ExponentialGrowthGuide.com For more information on the Bill Cates Relationship Marketing System, visit ReferralCoach.com

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

In Episode #24 of Mindset Mastery, “Radical Relevance: Building Share of Mind with the Right People the Right Way”, host Marie Swift speaks with Bill Cates, a Hall of Fame speaker, author and coach who has helped thousands of financial professionals and firms to tap into exponential growth by focusing messaging, maximizing client engagement, and leveraging relationships. The founder of Referral Coach International and the creator of the Bill Cates Relationship Marketing System™, Cates provides a comprehensive and systematic approach to building a culture of sustained growth through communicating more relevant and compelling value, as well as generating referrals and personal introductions. In a nutshell: Are you frustrated by how hard it is to reach people these days? It's not just in your head. The ubiquity of technology in today's society is leaving us more exposed than ever, causing what Bill Cates calls “marketing message overload.” Our brains are being bombarded and pulled in too many directions. To protect ourselves, we filter out any irrelevant messages. This makes it nearly impossible for well-meaning fiduciary advisors and other business professionals to break through and form a meaningful connection. In this podcast, Cates explains the neuroscience behind his formula for creating a culture of client-centered introductions, how to crate a critically compelling message, and what makes for an effective website. Learn more about Bill Cates and his latest book, Radical Relevance, here: www.thecatessystem.com/radical-relevance Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

Bill Cates is the founder of Referral Coach International and the Cates Academy for Referral Marketing. He is a client acquisition expert and the author of several books, including Get More Referrals Now and Radical Relevance. For over 25 years, Bill has helped financial professionals move from incremental to exponential growth by improving communication, value, and clientele. Before founding Referral Coach International, Bill built and sold two successful book publishing companies. A sought-after public speaker, Bill is also the founder and leader of the Million Dollar Speakers Group and host of the Top Advisor Podcast.   Bill joins me today to share the secrets behind turning loyal clients into advocates for your business. He explains how public speaking engagements can help your prospecting efforts and build your influence. He discusses his philosophy on referrals and offers his best practices for soliciting business introductions from clients. Bill also highlights the importance of investing in emotional connections with clients and underscores the power of communicating values through storytelling.   “The secret sauce to creating advocates for your business is personal connection.” - Bill Cates   This week on The Model FA Podcast:   Bill's background: his pivot from the publishing industry to the financial services industry, and his introduction to professional public speaking Building influence through public speaking and starting a public speaking career How to connect with your audience before you speak from the stage Bill's philosophy on referrals, business introductions, and growing a referral-based business The four stages of client relationships How to make clients feel optimistic about working together The difference between creating value connections and emotional connections The “90-Day Dazzle" and how the right client onboarding process can help make your business more referable The Transition Navigator and the Anchoring Effect Congruency theory and the power of impressions Creating the “client-centered why” and the neuroscience of relevance How advisors can approach asking for introductions without being aggressive Radical relevance and the value of communicating values through storytelling The distinction between referrals and introductions   Resources Mentioned:   Book: The Hype Handbook: 12 Indispensable Success Secrets from the World's Greatest Propagandists, Self-Promoters, Cult Leaders, Mischief Makers, and Boundary Breakers by Michael Schein Book: What Great Salespeople Do: The Science of Selling Through Emotional Connection and the Power of Story by Ben Zoldan and Michael Bosworth   Our Favorite Quotes:   “One of the best ways to become influential is to speak. There's something about standing up on the stage that edifies you.” - David DeCelle “Depending on what they experience, your clients will view everything you do through a particular lens.” - David DeCelle “We're in the name recognition business. If you make a nice connection with someone, that'll carry on a long way.” - Bill Cates   Connect with Bill Cates:   Referral Coach International Top Advisor Podcast Book: Radical Relevance: Sharpen Your Marketing Message - Cut Through the Noise - Win More Ideal Clients Book: Get More Referrals Now! Book: Don't Keep Me a Secret!: Proven Tactics to Get Referrals and Introductions Referral Coach International on LinkedIn Bill Cates on LinkedIn Bill Cates on YouTube Bill Cates on Facebook Bill Cates on Twitter   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

This week's episode highlights the tools and techniques to be effective and confident in building a referral base. Bill Cates, president of Referral Coach International, provides an in-depth discussion on the "Perpetual Revenue System" and what should be covered in order to successfully turn referrals into introductions. You can find show notes and more information by clicking here: https://bit.ly/3nHs8sF

Bill Cates is the founder of Referral Coach International, an organization that helps financial advisors attract more ideal clients through referrals. He teaches advisors how to use their communication and messaging to make themselves more “referable” and to ask for an introduction instead of a less meaningful referral. Listen in as Bill shares why he makes a clear distinction between referrals and introductions, why clients are sometimes reluctant to give introductions, and how advisors can overcome those concerns. We also discuss why it's important for advisors to help clients work towards their bucket list goals in addition to their financial goals, how they can hone their messaging so that they can achieve “radical relevance” in the eyes of their clients, and why clear messaging is more important than ever in a post-pandemic world. For show notes and more visit: https://www.kitces.com/251

This episode of the #RockstarsRocking podcast features my friend and mentor, Bill Cates, Founder of Referral Coach International, out of the greater Washington, DC/Metro area. I first met Bill at an annual industrywide conference, where Bill was the marquee speaker hired to rock the room, and boy did he rock the room! His keynote was nothing short of incredible and ...

Is your marketing relevant to your customers, or are you marketing snow to Eskimos? On this episode of the If You Market podcast we talk with Bill Cates about how to target and market to your audience in ways that make you not relevant-ish but radically relevant. We cover the basics, strategies, tactics, and more.  It's all about how to narrow your target enough to provide relevant messaging.  Bill Cates, is a referral marketing expert at Referral Coach International where he helps professionals and businesses multiply their best clients through more compelling messaging, referrals, and personal introductions. Inducted into the Professional Speakers Hall of Fame in 2010, Bill is a highly sought-after speaker, consultant, and author who has delivered his business-growth message on 5 continents. 

Bill Cates is the founder of Referral Coach International, which works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions.  All of their systems and programs have one overall goal in mind – to increase your revenue without increasing your marketing expenses. Join us for a conversation about how you can reach radical relevance in your life!

Scott McKain is a globally recognized authority on how organizations and professionals gain distinction to attract and retain customers and stand out in a hyper competitive marketplace. His recent book, Iconic, was recently named on Forbes.com as a top 10 business book for 2018. His client list features Apple, Merrill Lynch, SAP, BMW, Cisco and the list goes on and on. Sales and marketing HOF as well as professional speakers Hall of Fame.Bill Cates is the President of Referral Coach International and founder of Cates academy for relationship marketing, creating exponential growth by multiplying your best customers and clients and communicating more compelling value. His most recent book is Radical Relevance.Paul Potratz is the co-founder and COO of Potratz Partners Advertising based in New York. He is a former radio host and contributor for Forbes.com. His client list has included Toyota, Lexus and the governor of Denmark. His agency was one of the first to adopt an aggressive dig marketing approach. Paul pioneered personality based brands in the digital age for automotive dealerships.During this episode, Cory bring you a panel that discusses sales, marketing and branding during a pandemic. Links: Scott McKain Distinctionnation.com Bill Cates Radicalrelevancebook.comPaul Potratz((paulpotratz.com) Quotes: “If I ask a stranger for $10 I’m a beggar, but if I ask a pal for 10 bucks we’re pals. It’s all about the relationship” – Scott McKain“Clear intentions produce clear results” - Paul PotratzTime Stamps: 4:22 (Bill) – The approach to selling during this pandemic – Be bold about your value 9:13 (Scott)- Being distinct – The four cornerstones of distinction 16:00 (Paul) – Ditch the sales pitch 19:30 (Bill) – Checking in with clients – Being genuine – Bringing value 24:01 (Scott) – Avoiding using the guilt card 28:50 (Scott) – Being creative 31:33 (Paul) – Avoiding panic mode – Focusing on putting yourself in a better position 37:45 (Bill) – Target market – Adjusting and providing value 42:00 (Scott) – Planting the seeds of relationships and connectivity 47:53 (Paul) – Creating content with intention 49:51 (Bill) – Being consistent with your brand and quality 50:44 (Scott) – Congruence – Intent 53:20 (Scott) – Great examples of companies being different 56:36 (Paul) – Changing your marketing to create your community 58:38 (Bill) – Determine your right fit client/customer 60:15 (Scott) – Now is a good time to tap the brakes – Don’t rush into anythingWant more? Visit Fearlesswithcory.com

  Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions.   Bill talks about his new book, ‘Radical Relevance' and why he felt the need to write it! He also talks about almost everything there is with being relevant in your business and how to retain that relevance with your clients!

In this week's episode we sit down with Bill Cates, President of Referral Coach International. Bill 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. 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. Show Links https://www.linkedin.com/in/billcates/

Bill Cates is the President of Referral Coach International and author of multiple books including Get More Referrals Now and Beyond Referrals. His latest book, Radical Relevance, is all about how we can break through the noise to get our message out and engage people effectively. Drawing on his over 30 years of experience, Bill shares some essential insights about relevance, resonance, and the importance of creating a human connection. In this illuminating interview, Bill also reveals why internal marketing is just as important as external, and his strategies for getting people to engage.   Key Takeaways: [3:50] Bill has a wealth of expertise and experience in writing and speaking. What got him started on this journey? [9:21] In addition to talent and hard work, there is an X-factor of timing and things falling into place that contributes to success. [11:46] What is the difference between something that people really engage with and something that fails to get a reaction? Bill talks about relevance and resonance as factors that contribute to success. [14:27] Marketing is not just an external process. There’s also an internal marketing piece of keeping people within the organization informed, engaged, and inspired by what’s going on in the business. [17:29] What are some of Bill’s tips for tailoring the message to the unique audience you’re trying to reach? Context is key. [21:31] If you want to get referrals and more people introducing you, you need to be remarkable i.e. worthy of remark, and have a human connection. People will do business with people they like! [31:16] What are some strategies to get people to engage with you before you have a personal connection with them? [36:15] How can we think about clarifying our message and having a specific call to action, without being pushy and obnoxious? [42:27] Bill is very engaged in his life and work with a lot of vitality and energy. How does he nourish that at a personal level and what are some practices that help him stay energized? [44:43] What are some supportive environments, groups or communities that nourish Bill’s growth, learning and well-being?   Resources: Purchase Bring Your Whole Self to Work and gain access to bonus material Mike Robbins Website Mike Robbins Podcast Mike Robbins on Facebook Mike Robbins on Twitter Mike Robbins on Instagram Bill Cates Referral Coach International National Speakers Association Get More Referrals Now, by Bill Cates Beyond Referrals, by Bill Cates Radical Relevance, by Bill Cates CPAE Hall of Fame We’re All In This Together Podcast Episode 159: “Making Positive Change with the Start-Stop-Continue Technique”   Shareables:   “Luck is opportunity meeting preparedness.” — @Bill_Cates   “For people to fully engage, they need to see their direct connection to the mission and vision.” — @Bill_Cates   “All things being equal, people will do business with people they like. All things not being equal, people will still do business with people they like!” — @Bill_Cates

Founded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients through word of mouth, referrals, and personal introductions. Bill’s goal is to help advisors increase revenue without increasing marketing expenses. His books, Get More […] The post Bill Cates on Radical Relevance appeared first on Becoming Referable.

Of all the sales and marketing strategies you might adopt, there is only one strategy that will allow you to increase your revenue without increasing your marketing budget – and that is through multiplying your best clients.  Bill Cates started, built, and sold two successful book publishing companies. Bill is now the founder and president of Referral Coach International and works with businesses who want to multiply their best clients by adopting proven processes to generate more purposeful word of mouth, referrals, and introductions from advocates.  He is also the author of three best-selling books: Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals and Radical Relevance. In this episode, Bill shares his process on how he helps people bridge that gap of how do we become appropriately proactive without, again, looking needy or pushy.   “I believe that serving the heck out of clients will create incremental growth and we need to do that. But if we have ways to leverage, to promote introductions, then we can create exponential growth.” – Bill Cates   Why you have to check out today’s podcast: Discover the #1 key to acquiring more RightFit clients … and the real reason why your value proposition falls flat) Learn how to get more referrals without asking (and ask without looking desperate) Learn simple steps to maximize introductions, and create advocates for your business   Learn More about the 3X Value Growth™ Model Go to www.3xvaluegrowth.com/model     Episode Takeaway: Typical symptoms of that problem that you see prospects, clients, experiencing and to make them realize that they have this problem? Sometimes the gap is they’re not being purposeful enough. They promote the possibility of introductions, but they don’t really ask. They don’t want to look aggressive, needy, pushy. Resources|Links Link:  www.MultiplyYourBestClients.com   Connect with Bill Cates:  Facebook:  https://www.facebook.com/ReferralCoach  Twitter: https://twitter.com/Bill_Cates  LinkedIn: https://www.linkedin.com/in/billcates/  Website: https://referralcoach.com/

Bill's expertise is centered around client/customer acquisition - particularly with Relationship Marketing strategies - such as referrals, introductions from advocates, client engagement, and other topics.Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions. All of our systems and programs have one overall goal in mind – to increase your revenue without increasing your marketing expenses.New e-guide http://multiplyyourbestclients.comhttp://referralcoach.com/resources

Today’s guest understands the importance of referrals and networking. His company, Referral Coach International, helps people and businesses who want to acquire more clients and customers through word of mouth, referrals, and personal introduction. His goal is to help people increase their revenue without having to increase their marketing expenses. After building and selling two successful businesses, he has turned his attention to relationship marketing strategies and is a founding member of the Million Dollar Speakers Group. He is the author of three books, “Get More Referrals Now,” “Don’t Keep Me a Secret,” and “Beyond Referrals,” and he is working on his fourth book, called “Radical Relevance.” When he’s not busy at work he enjoys adventure and has trekked through the Himalayas, reached the summit of Mt. Kilimanjaro, and has camped in the Arctic Circle. Please join me in welcoming Bill Cates. Would you leave an honest rating and review on Apple Podcast? Or Stitcher? They are extremely helpful and I read each and every one of them. Thanks for the inspiration! In this episode we discuss: his thoughts on leadership: “True leadership comes from confidence, being controlling comes from a place of insecurity.” how he views leadership as a balance between giving and supporting, a term he calls leadership and followership. his natural leading abilities and the realizations around ego and personal growth that has shaped his leadership capabilities. limiting beliefs he overcame to find success. his habits for staying connected and networking with others. how he builds a culture of referrals, introductions, and connections. Links Bill Cates on LinkedIn and Twitter. www.ReferralCoach.com Books mentioned in this episode: "Beyond Referrals: How to Use the Perpetual Revenue System to Convert Referrals into High-Value Clients" by Bill Cates “Don’t Keep Me a Secret: Proven Tactics to get Referrals and Introductions” by Bill Cates “Get More Referrals Now!: The Four Cornerstones That Turn Business Relationships Into Gold” by Bill Cates Other Resources: Learn more about the National Speakers Association (NSA). Listen to my interview with John Corcoran. About Robbie: Robbie Samuels is a keynote speaker and relationship-based business strategist who has been recognized as a “networking expert” by both Inc. and Lifehacker. He is the author of the best-selling business book Croissants vs. Bagels: Strategic, Effective, and Inclusive Networking at Conferences and has been profiled in the Harvard Business Review, Forbes, and Fast Company. His clients include associations and corporations including Marriott, AmeriCorps, Hostelling International, and General Assembly. He has been featured in several books including Stand Out: How to Find Your Breakthrough Idea and Build a Following Around It by Dorie Clark and The Connector’s Advantage: 7 Mindsets to Grow Your Influence and Impact by Michelle Tillis Lederman. He has guest lectured at many leading educational institutions including Harvard University, Brown University, Cornell University, Brandeis University, and Northeastern University. Robbie is the host of On the Schmooze podcast which features his networking strategies and talented professionals sharing untold stories of leadership and networking. Keynote Speaker Interested in booking Robbie to speak? At www.robbiesamuels.com/speaking you'll find video clips and a description of his signature session, Art of the Schmooze. Relationship-Based Business Strategist Are you ready to create a Relationship-Based Business Plan that will help you achieve greater impact (and income)? You want to have a greater impact and increased income. The problem is that there are so many options for how to build your business that you can feel stuck, overwhelmed, and like you're running out of time. The reason options are overwhelming is that you're looking at them a...

Today's guest understands the importance of referrals and networking. His company, Referral Coach International, helps people and businesses who want to acquire more clients and customers through word of mouth, referrals, and personal introduction. His goal is to help people increase their revenue without having to increase their marketing expenses. After building and selling two successful businesses, he has turned his attention to relationship marketing strategies and is a founding member of the Million Dollar Speakers Group. He is the author of three books, “Get More Referrals Now,” “Don't Keep Me a Secret,” and “Beyond Referrals,” and he is working on his fourth book, called “Radical Relevance.” When he's not busy at work he enjoys adventure and has trekked through the Himalayas, reached the summit of Mt. Kilimanjaro, and has camped in the Arctic Circle. Please join me in welcoming Bill Cates. In this episode we discuss: his thoughts on leadership: “True leadership comes from confidence, being controlling comes from a place of insecurity.” how he views leadership as a balance between giving and supporting, a term he calls leadership and followership. his natural leading abilities and the realizations around ego and personal growth that has shaped his leadership capabilities. limiting beliefs he overcame to find success. his habits for staying connected and networking with others. how he builds a culture of referrals, introductions, and connections. Listen, subscribe and read show notes at www.OnTheSchmooze.com - episode 155

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

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

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! Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Resources | EGuide | Referrals Mini-Series Part 1 | Referrals Mini-Series Part 2   Brought to you by: Iris.xyz  

Join Kody Bateman for episode 27 of his Relationship Marketing Podcast. He will have guest Bill Cates. For 25 years, Bill Cates has been showing business professionals how to acquire more clients/customers through the relationship marketing strategies of: client engagement, referrals, personal introductions, and powerful value propositions, without increasing their marketing budget. Bill was Inducted into the Professional Speakers Hall of Fame in 2010. Bill Cates is president of Referral Coach International. The nation's foremost expert on increasing sales through high quality referrals.

Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions. He is president of Referral Coach International. Bill is also a bestselling author. His third and latest book, Beyond Referrals, lays out the steps to converting referrals to what he calls “Engaged Introductions” and, ultimately, new clients.   Free Report: Five Secrets to Multiplying Your Best Clients (www.multiplyyourbestclients.com)      Connect with Bill   Twitter: https://twitter.com/Bill_Cates Facebook: https://www.facebook.com/ReferralCoach LinkedIn: https://www.linkedin.com/in/billcates/

Here, we love providing value to others. It’s in the name of our company (Values-Driven Leadership). It’s an amazing day when we get the chance to speak with someone else who loves bringing value as much as we do. We sat down with Bill Cates, a Hall of Fame speaker, best-selling author, and founder and head of Referral Coach International. He came on the Lead to Grow podcast to deliver a few secrets on customer referrals. The biggest secret is this: Referrals aren’t a side dish to your business. Referrals are your business. Check out what Bill said about exponentially growing your business through referrals.

Bill Cates, author of 'Get More Referrals Now', 'Beyond Referrals', and “Radical Relevance” is the founder of The Cates Academy for Relationship Marketing. Bill works with entrepreneurs, sales executives, and sales professionals increase revenue without increasing marketing expenses. “Focus focus focus, entrepreneurs tend to be generally speaking pretty creative people, some of us are ADD, some of us more than others and that whole idea of focus, I'll tell you sometimes I wish I had people following me around slapping my wrist saying no don't look at that focus on this”…[Listen for More] Click Here for Show Notes To Listen or to Get the Show Notes go to https://wp.me/p6Tf4b-6Cb

This week we speak with Bill Cates of Referral Coach International about how to get more referral business.  Bill helps professionals and businesses multiply their best clients through more compelling messaging, referrals, and personal introductions.  He was inducted into the Professional Speakers Hall of Fame in 2010, so you know he always brings his A game.  He is also the author of four popular books (and counting): Get More Referrals Now, Don't Keep Me a Secret, Beyond Referrals, and Radical Relevance.  

We all talk a good game. We get in our heads that we should ask for referrals, study a bit about how to be more successful and then...we do nothing! Why is that? Bill Cates works with wholesalers (and advisors) to help them bring value to their advisor-clients through value-added programs – live presentations, collateral material, and coaching. He is our go-to expert in his field. Bill 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 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 Book Bill for your next event through Wholesaler Masterminds Speakers Bureau.

In this week’s episode of The CEO Warrior Podcast, Mike Agugliaro interviews Bill Cates. Bill is an internationally recognized client acquisition expert and author. Bill has helped companies of all sizes build their businesses with powerful referral networks. He is also the president of Referral Coach International and Referral Coach Academy. He has been featured in Success magazine, Entrepreneur, Huffington Post, as well as numerous other publications.

Bill Cates says that referrals are worthless. It’s a statement meant to shock, for sure, but there’s truth to it: unless you actually get introduced to those new prospects, what good are referrals? Bill is the president of Referral Coach International, and gave us some great perspective on how to actually land introductions—and how to build a culture around landing them. (Bill mentioned this resource in the show: LinkedIn Referral Optimizer.)

In this episode, Bill Cates, founder of Referral Coach International, shares the secrets of accelerating your sales productivity through referrals. Because it's so hard to cut through all the noise created by the internet, social media, traditional prospecting and advertising, a personal introduction to a potential buyer is more important than ever. Among the topics we discuss are: The right mindset required to start a successful referral selling program Why customer satisfaction is not enough to guarantee referrals How to create a compelling prospect experience that generates referrals. Why you need to teach prospects how to buy what you sell. The right way to ask for a referral And much, much more! If you’re in sales or sales management, then you definitely need to listen to this episode.