Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Every financial advisor wants referrals without asking – as long as those prospects are an ideal fit for their business.
How do you get these qualified unsolicited referrals? And what’s the difference between pursuing unsolicited referrals and actually asking for referrals?
In Part 1 of this 2-part interview, Referral Coach Bill Cates CSP, CPAE, interviews Maribeth Kuzmeski, PhD., President of RedZone Marketing, author, and marketing professor at Oklahoma State University. Maribeth’s insights are grounded in her research of financial advisors across The United States.
Find out what mistake’s advisors are making and why unsolicited referrals are the best way to get new clients.
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Maribeth Kuzmeski and Bill Cates discuss:
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Contact Bill Cates directly: BillCates@ReferralCoach.com