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Top Advisor Podcast™

Ep. #35 – Before You Ask for Referrals, Get Your Mindset Right with Bill Cates, CSP, CPAE

 

Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before you ask for referrals and introductions you must first eliminate any limiting beliefs and mistaken assumptions. Without the right thinking and perspective, you’ll be unlikely to use the methods proven to work.

Most previous episodes of Top Advisor Podcast involve Bill interviewing a top advisor or top consultant – to bring forth their brilliance for you to put into action.

In this episode, Bill’s conversation is with YOU – designed to flip the switch in your brain so you can begin to ask for referrals without begging or pushing.

No, you can’t answer through the podcast, but we guarantee this episode will get you talking to yourself about your own current perspective around referrals and personal introductions.

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In this conversation with you, Bill discusses:

  • The 4 strategies that allow you to ask for referrals and create introductions without looking like “That Cheesy Referral Guy.”
  • The limiting beliefs and mistaken assumptions that hinder many advisors from creating a highly successful referral-only business.
  • An example of how one advisor achieved phenomenal growth once a switch inside his brained flipped into the right way of thinking.
  • … And much more!

 

Resources:

 

Connect With Bill Cates:

 

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About Your Host

Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.

 

Do you know someone Bill should interview (including yourself)? 
Do you have a topic you’d like to see covered?  

Contact Bill Cates directly:  BillCates@ReferralCoach.com     


Referral Coach