Claim Your FREE Family Tree Planner
Serve Your Clients Better & Create More Referral Opportunities
Bill Cates' Extended Family Approach is built around 3 key assumptions:
- Every aspect of your clients’ lives is impacted in some way by money.
- Your clients’ financial lives do not exist in a vacuum. Many of your clients’ financial decisions impact others in their life.Â
- Most of your clients are impacted by the decisions (or non-decisions) of others in their lives – sometimes for the better, and sometimes not so much.
You will bring more value to everyone - your clients, their loved ones, and to yourself - if you think in terms of the extended family and other key relationships. Click below to get a FREE Family Tree Planner, which will help map out these valuable relationships to better identify opportunities to serve, as well as potential introductions.
About Bill Cates
Bill Cates, CSP, CPAE is the founder and CEO of Referral Coach International, a Hall of Fame Speaker, business coach, and best-selling author of four books - Don't Keep Me a Secret, Get More Referrals Now, Beyond Referrals, and Radical Relevance. Bill is also the host of the highly acclaimed Top Advisor Podcast.Â
Over the last 25+ years, Bill has helped thousands of individuals and companies cultivate exponential growth in their businesses through referrals, introductions from advocates, and more compelling marketing messaging.
Interested in speaking with Bill? Send him an email to [email protected] or connect on LinkedIn.
