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Ep. #18 – How to Produce Results at Levels Most Advisors Dream About with Robert Petrocelli, Jr.

 

If you ever doubted whether hard work – along with a competitive mindset – actually pays off, you will want to listen to this episode.

In this episode, Bill Cates talks with Bob Petrocelli, Jr., Founder and Managing Director of Petrocelli Financial Services, LLC. With 42 years in the business, Bob discusses what has brought him to the top of his game and kept him there for many years.

Robert discusses:

  • how his business is growing from meeting with accountants and attorneys to create productive relationships.
  • how his key staff person supports his process for client acquisition.
  • the ways that his competitive nature shows up in his business.
  • the story of how one of his largest clients came to him from a cold call.

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About Our Guest

Since 1979, Robert Petrocelli, Jr. has been providing holistic financial strategies to business owners, individuals, and families that help them protect their assets and meet their long-term financial objectives.

Building his own business from the ground up, he has a complete understanding of what it takes to create and conserve wealth while managing the taxation of income and assets during the working years and in retirement. His experience and ongoing education have provided him with great expertise in all areas of estate planning, employee benefits design and management, and investment services.

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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™.

 

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Do you have a topic you’d like to see covered?  

Contact Bill Cates directly:  BillCates@ReferralCoach.com     


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