Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment?
I think it’s safe to say that your answer to the above question is “yes” – as long as that prospect is a good match or your business.
First, they have to feel they can trust you. (You’re probably pretty good at doing this already).
Second, if there is no triggering event going on in their life, you’ll need to create one. You want to uncover at least one critical issue that will compel them to take action to find resolution.
In this episode, Referral Coach Bill Cates sits down with Erin Botsford, CFP, Founder & CEO of The Advisor Authority, and author of Seven Figure Firm.
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In this lively interview between Bill and Erin, you will discover:
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Contact Bill Cates directly: BillCates@ReferralCoach.com