Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Despite all the challenges in reaching qualified prospects, some advisors are doing quite well, while others are not rising to the challenges that we all face. So, what are the financial advisor best practices that separate the wheat from the chaff?
In this episode, Bill Cates interviews Mark Williams, president and CEO of Brokers International, to discuss what we need to think about and do to connect with more Right-Fit Clients™. Mark speaks to hundreds of financial professionals each year, so he’s in a unique position to see what’s working and where advisors are wasting their resources of time, energy, and dollars.
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Contact Bill Cates directly: BillCates@ReferralCoach.com