In this episode, Bill Cates speaks with Randy Carver CRPC®, CDFA®, President and CEO at Carver Financial Services, Inc. about how Randy and his team have brought in 25 new relationships along with $100 million in assets over the last three months without doing any prospecting.
In this episode, Bill interviews Tiffany Charles, Chief Growth Officer of Destiny Capital and Entrepreneur Aligned, about the process that she and her partners went through to establish an entirely new target market & brand for their business without jeopardizing the traditional part of their practice.
In this episode, Bill’s joined by Malcolm Ethridge CFP®, CRPC®, Executive VP & Financial Planner at CIC Wealth Management. Malcolm discusses how he’s dramatically grown his business in the last 6 months by focusing on his reputation within a very specific target market.
In this episode, Bill is joined by Albert Fox CFP®, CIMA®, executive director and financial advisor at Fox, Penberthy & Dehn. Al discusses how he worked to boost engagement with his clients and maintain truly authentic connections that maximize their client experience, and how he leverages those connections into introductions to more right-fit prospects.
In this episode, Bill Cates interviews Diana DeFrate CFP®, CLU® and Katriina Paavola, CFP® – founders of DeFrate & Paavola, LLC – to learn how they’ve built a successful “by referral only” business… without asking for referrals!
In this episode, Bill Cates interviews Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, about how he uses retirement parties to create client loyalty for life and simultaneously reach new qualified prospects.
In this episode, Bill Cates is joined by Bryan Sweet CLU®, ChFC®, founder and CEO of Sweet Financial Services, to discuss how Brian uses his client onboarding program (“The 90 Day Dazzle”) to drastically increase his referrals earlier in his new-client relationships.
In this episode, Bill is joined by Peter Oldziey CFP®, of Peter A. Oldziey & Associates. Peter discusses his vision for his ideal life and business, and how he executed a business plan that created both.