Top Advisor Podcast

Top Advisor Podcast


Ep. #35 Before you ask for referrals, get your mindset right with Bill Cates, CSP, CPAE

January 18, 2023

Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before you ask for referrals and introductions you must first eliminate any limiting beliefs and mistaken assumptions. Without the right thinking and perspective, you’ll be unlikely to use the methods proven to work.


Most previous episodes of Top Advisor Podcast involve Bill interviewing a top advisor or top consultant – to bring forth their brilliance for you to put into action.


In this episode, Bill’s conversation is with YOU – designed to flip the switch in your brain so you can begin to ask for referrals without begging or pushing.


No, you can’t answer through the podcast, but we guarantee this episode will get you talking to yourself about your own current perspective around referrals and personal introductions. 


In this conversation with you, Bill discusses:


  • The 4 strategies that allow you to ask for referrals and create introductions without looking like “That Cheesy Referral Guy.”
  • The limiting beliefs and mistaken assumptions that hinder many advisors from creating a highly successful referral-only business. 
  • An example of how one advisor achieved phenomenal growth once a switch inside his brain flipped into the right way of thinking.
  • … And much more!

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