• Easy client referrals that work

  • Jun 7 2024
  • Duración: 37 m
  • Podcast

Easy client referrals that work Por arte de portada

Easy client referrals that work

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  • Resumen

  • Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon. Bill Cates, our guest, is THE expert on helping financial advisors and other professionals obtain a strong and steady stream of quality client referrals. You'll be the key part of an enjoyable conversation, where: 1. You will hear how you can be successful with client referrals, even if you've struggled with it in the past; 2. You will feel confident in your ability to become a client referral master; and 3. You will have a clear and easy next step to getting started on mastering client referrals.
    Mentioned resources for your next steps - website (for info, newsletters, and podcasts); order book, The Language of Referrals ; and email Bill (to share your situation and to have Bill orient you in the right direction)
    Contact Mike Sakraida - email Money, Balance, Joy website

    Support the Show.

    moneybalancejoy.com

    mike.s@fanresources.com

    Order Money, Balance, Joy - Improving Your Life Story
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