Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him.

We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process.  

In this episode of The Top Advisor Podcast, Referral Coach Bill Cates sits down with Sandro Forte, CEO of Forte Financial Group, a financial planning firm in the U.K.

Sandro is all about using the right processes AND the right words to move prospects along to becoming clients.

Bill and Sandro discuss:

• Why you should schedule meetings with your prospects and clients and not appointments. 
  
• The importance of not positioning yourself as subservient with prospects and clients.
  
• The 2 most critical rules to follow when approaching prospects in your client acquisition process.
  
• His 3-step approach to dealing with objection. 
  
• The mindset needed to create sustained success and profitability.
  
• How to maximize your productivity and profitability over time.
  
• ….And more!
  

Connect With Bill Cates:

• BillCates@referralcoach.com
  
• Referral Coach Homepage
  
• Hire Bill for Coaching
  
• Enroll in The Cates Academy
  

Connect With Sandro Forte:

• LinkedIn: Sandro Forte
  
• sandro@forte-financial.co.uk 
  
• Forte Financial
  

About Our Guest:

Sandro Forte is a dedicated, passionate and highly qualified personal success coach. As one of the most influential and sought-after speakers in the world, Sandro has built up an extensive network of contacts and proven himself to be a popular hit with people from all walks of life. Having spoken to more than 1 million conference and session attendees across 86 countries, Sandro has been all over the world providing his message of empowerment and self-improvement.

As one of the few speakers to hold the prestigious titles of Certified Speaking Professional Fellow of the Professional Speakers Association, and a Global Speaking Fellow, Sandro is well known for not just being able to motivate and inspire but to create positive outcomes for all the clients he works with. All of his solutions and outcomes are tailored, focusing on the unique needs of the individual to guarantee something actionable.

With such an extensive list of clients and a proven success rate, it’s not surprising that all the speaking work he does is actively endorsed by the clients from his past projects.

Sandro is a man who has come from a challenging background but has used that as a way to thrive. His unending optimism and enthusiasm are some of the things that his clients love about him because even in the face of challenges, he doesn’t give up.