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

Listen + Subscribe Now

Month: May 2023

Let’s dive into the exciting world where professionalism meets business friendship. POINT #1 One study of affluent clients demonstrated that while satisfied clients are highly loyal (98%), a low percentage (20%) provide referrals and make…


Let’s start with a physics lesson. Okay? To paraphrase Newton’s First Law of Motion:A body in motion tends to remain in motion. A body at rest tends to remain at rest. Unless what? Unless acted upon…


Referral Coach