The Money, Balance, Joy Podcast
Our podcast was created because most non-financial and financial people don't have the fulfilling lives that they want and deserve. We have great guests thanks to the professional praise for my book on Amazon, "Money, Balance, Joy - Improving Your Life Story". Our guests can help you with one of three categories: 1. Money and Work; 2. Work/Life Balance; and 3. Joy and Happiness.
The Money, Balance, Joy Podcast
Easy client referrals that work
Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon. Bill Cates, our guest, is THE expert on helping financial advisors and other professionals obtain a strong and steady stream of quality client referrals. You'll be the key part of an enjoyable conversation, where: 1. You will hear how you can be successful with client referrals, even if you've struggled with it in the past; 2. You will feel confident in your ability to become a client referral master; and 3. You will have a clear and easy next step to getting started on mastering client referrals.
Mentioned resources for your next steps - website (for info, newsletters, and podcasts); order book, The Language of Referrals ; and email Bill (to share your situation and to have Bill orient you in the right direction)
Contact Mike Sakraida - email Money, Balance, Joy website
Ask Ategenos for advisor or advisor search help
moneybalancejoy.com
mike.s@fanresources.com
Order Money, Balance, Joy - Improving Your Life Story