The Money, Balance, Joy Podcast

Easy client referrals that work

Michael Sakraida Season 1 Episode 9

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

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story