Strategies for Client Referrals with Bill Cates Titelbild

Strategies for Client Referrals with Bill Cates

Strategies for Client Referrals with Bill Cates

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On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. Bill explores effective referral strategies for financial advisors, the evolving landscape of client acquisition, and the key principles of "relationship marketing."
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