The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions

July 14, 2022

Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.