On this episode of Financial Advisors Want to Know, we’re talking about the overall process of relationship marketing with the expert - Bill Cates, The Original Referral Coach

Under the banner of Relationship Marketing:

1. Referrals -- Multiply your best clients through introductions from clients and centers of influence.

2. Relevance -- Communicate your value to cut through the noise and win more ideal clients.

3. Reputation -- More from prospecting to attracting by becoming the go-to advisor in a target market.

Just pure gold in this episode - my favorites were:
Adding a value check in to all meetings, letting this be the gateway for asking for referrals and making sure you’re referrable!

365M to 1BN AUM just by that attitude change

Think about the language your using to make it client centric, not advisor centric

How are you differentiating yourself with clients? How deep do you go to understand them?

www.ReferralCoach.com/resources
www.RadicalRelevanceBook.com
www.LanguageofReferrals.com

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