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

Listen + Subscribe Now

Top Advisor Podcast™

Ep. #11 – How to Grow Your Business Without Prospecting with Randy Carver, CRPC®, CDFA®

Stop prospecting … and let your clients prospect for you!

Creating great relationships with your clients who value the work you do and value you as a professional will open up the doors to many more in-segment clients.

In this episode, Bill Cates speaks with Randy Carver CRPC®, CDFA®, President and CEO at Carver Financial Services, Inc. Randy discusses how he and his team have brought in 25 new relationships along with $100 million in assets over the last three months without doing any prospecting.

 

Randy discusses:

  • How he has found incredible growth in his business over the last few months
  • Why it’s important to differentiate yourself from other investment firms
  • How to get your clients to do the prospecting for you

 

Resources:  

 

Connect With Bill Cates:

About Our Guest

Randy Carver was born in New York City, grew up in Baltimore, Maryland, and spent his teen years in Toronto, Canada. As a teenager, Randy started and ran several successful businesses, including a catering firm and two home renovation companies. He attended Oberlin College where he earned his degree in economics. Upon graduating in 1987, Randy opened a branch office for a regional brokerage firm in Mentor, Ohio. The office became one of the company’s most successful within three years.

Connect With Randy Carver:

Never Miss an Episode! 
Click below to subscribe on your favorite podcasting platform.
P.S. Don’t keep Top Advisor Podcast a secret … share with a friend or colleague!

Click Here to Subscribe Tell a Friend

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