If you’re like the advisors we know, you want to meet more of the right clients. But how?

By increasing your influence and referrals. 

In this episode, Matt Halloran talks to Bill Cates, a ProudMouth client & vetted expert in our PodRocket Influence Academy. As a referral coach, Bill has helped 250,000+ professionals and business owners experience exponential business growth by multiplying their best clients. Now, he’s sharing four proven ways to increase your influence and referrals – so you can become your ideal clients’ obvious choice. You’re about to hear success stories of advisors who are earning new business using these four techniques.

• The real reason sharing your “why story” wins new clients (plus, the story that attracted $1.5M in AUM within a week)
  
• How to come up with your “why story,” even if you’re nervous about getting personal
  
• Real 90-day programs that are accelerating advisors’ referrability (it doesn’t have to take six months to become referable!)
  
• Why niche-focused advisors wish they’d niched out sooner
  
• And more
  

Resources: 

• PodRocket Influence Academy (Enroll for FREE)
  
• Top Advisor Marketing Podcast: You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)
  
• Top Advisor Podcast
  
• Top Advisor Marketing Podcast: Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)
  
• Top Advisor Podcast: How to Build a Referral Only Practice on a Powerful Story with Tyson Vines 
  
• Top Advisor Podcast: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
  
• Top Advisor Podcast: Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience with Rod Gibbings, CFP®
  
• Top Advisor Podcast: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock, CFP®, CRPC®, APMA®
  
• Top Advisor Podcast: 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
  
• Top Advisor Podcast: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla, CFP®
  
• “Why story” example: Dennis O’Keefe
  
• Niche example – Harley-Davidson: Jeremy Keil
  
• Niche example – Big Tech: Don Hilario
  
• Niche example – Closely held, family-owned construction companies:Todd McDonald
  
• Bill Cates’ PodRocket Influence Academy course: 8 Steps to Becoming Super Referable to Your Ideal Client (Enroll in Intermediate or Advanced to access)
  
• Exponential Growth Guide
  

Connect With Bill Cates:

• Referral Coach
  
• LinkedIn: Bill Cates
  

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
  
• ProudMouth
  
• LinkedIn: Matt Halloran
  
• Twitter: Matt Halloran
  
• LinkedIn: ProudMouth
  
• Facebook: ProudMouth
  
• Twitter: ProudMouth
  
• YouTube: ProudMouth
  

About Our Guest:

Bill Cates, CSP, CPAE, is the President of Referral Coach International and the author of “Get More Referrals Now,” “Beyond Referrals,” and “Radical Relevance.” He is also the founder of The Cates Academy for Relationship Marketing™.

For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients.

Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value.