Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!

Listen + Subscribe Now

Month: June 2020

You may be killing your opportunities for more and better referrals without even realizing. Almost everyday I see messages advisors send to their clients and other referral sources that work against their ability to generate…

READ MORE >

  If someone isn’t right for your business, you’re probably not the right advisor for them. Agree?   It’s important that we create win-win situations.   What I’m about to share with you might take…

READ MORE >

Have you ever sent a center of influence a few referrals – maybe many referrals – but they aren’t reciprocating? What’s going on here? My first question to you is, “Are you sure you are…

READ MORE >

Referral Coach