Episode Details

Does asking for referrals make you feel like you’re being needy? Are you afraid of hurting your existing relationships with clients and COIs?

When asking for referrals, your words matter!

Catch Duncan MacPherson’s conversation with Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the concept of introductions with professionalism and stewardship. They highlight the biggest barriers to referrals and how to overcome them by using the right language.

They discuss:

• Subtle word choices that have a profound impact on your referability
• How to attract more of your “ideal clients”
• How to build trust with centers of influence
• Sample scripts and power phrases that you can instantly apply to your conversations
• And more

Resources:

• “The Language of Referrals” by Bill Cates
• Top Advisor Podcast
• Free Resources from Bill Cates

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call
• Duncan on LinkedIn

Connect With Bill:

• LinkedIn: Bill Cates
• Referral Coach

Promotions:

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
• ProudMouth – Be Your Own Loud

About Our Guest:

Bill Cates, CSP, CPAE, works with financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multip