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

Listen + Subscribe Now

Month: November 2023

Let’s start with the statistical evidence – then we’ll get to the “how to.” I’ve seen two studies indicating that rewarding clients for making introductions increases that desired behavior. The first study was a financial…


The holiday season serves a banquet of opportunities for financial advisors, and it’s not just about the turkey and pie at Thanksgiving or the twinkling lights of the winter festivities. Each social event, from autumnal…


Referral Coach