Could You be Wasting
Time & Money on
Digital Marketing?
Discover the truth about how most clients find their financial advisor and why the “human touch” still outperforms the latest digital fads.
I WANT THIS!Inside This Free Report, You’ll Learn:
The research-backed truth about where new clients really come from.
How to scale trust in the digital age – podcasts, events, and more.
Why human touch strategies and tactics still account for 85% of new client acquisition.
Where to invest your marketing time and budget for real results.
STOP chasing digital distractions. Attract clients the way they want to meet you!
Bill Cates, CSP, CPAE has helped thousands of financial advisors attract high-quality clients through referrals and introductions. In this report, he shares insights backed by Michael Kitces’ research and decades of real-world coaching experience.
Interested in Bill’s group or one-on-one caching? Presenting to your group?
Contact Bill Directly: [email protected]
