Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

4 Proven Ways To Increase Your Influence & Win New Clients With Bill Cates (Ep. 412)

April 25, 2023

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


Connect With Bill Cates:

Connect With 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.