Client Events Philanthropy | Top Advisor Podcast

Announcing! Bill Cates’s Newest Book…

The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients.

Every financial professional understands the power of referrals and personal introductions.

Marketing experts extol the virtues of building a referral-based business. However, while providing overarching strategies and concepts, they don’t tell you how to actually create results.

In this exclusive interview, Bob Burg (author of Endless Referrals and The Go-Giver Series) interviews Bill Cates – widely known as “The Original Referral Coach” in financial services.

While discussing the release of Bill’s latest book, The Language of Referrals, Bob and Bill explore the core principles and practical strategies for mastering the art and skill of building a referral-based business. They offer insights into promoting introductions, overcoming objections, effectively getting introduced, and more!

Bill and Bob discuss:

Bill’s motivation behind writing The Language of Referrals. “Does the world need another book about referrals?”
The self-talk and mindset required to produce more and better introductions to quality prospects.
The important difference between “referrals” and “introductions.”
The challenges and misconceptions around asking for referrals and how those can impact an advisor’s ability to produce results.
The language of promoting introductions to generate high-quality unsolicited introductions.
The importance of being specific in asking for introductions and the language that can be used to make a focused request.
Understanding and addressing client reluctance to providing introductions.
The language of turning a client’s willingness to refer into introductions and solid connections.
…And more!

Resources:

Connect With Bill Cates:

Connect with Bob Burg:

About Bob Burg:

Bob Burg shares how a subtle shift in focus is not only a more uplifting and fulfilling way of conducting business but the most financially profitable way, as well. For 30 years he’s helped companies, sales leaders, and their teams to more effectively communicate their value, sell at higher prices with less resistance, and grow their businesses based on Endless Referrals.

Bob has regularly addressed audiences ranging in size from 50 to 16,000 — sharing the platform with notables including today’s top thought leaders, broadcast personalities, Olympic athletes, and political leaders including a former United States President.

Bob is the author of a number of books on sales, marketing, and influence, with total book sales approaching two million copies.

The American Management Association named Bob one of the 30 Most Influential Leaders and he was named one of the Top 200 Most Influential Authors in the World by Richtopia.

Bob is an advocate, supporter, and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people they serve.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

It’s not an accident that Productivity and Proactive start with the same three letters.

Pro can mean For and Forward. I’m all for moving forward, how about you?

If you’re like most advisors, there are days where you feel very productive and know that you are moving your business forward. You probably have other days (too many?) where you’re simply being reactive. You’re doing things you know you need to do, but those days don’t often feel as rewarding.

Is it possible to go from a reactive practice to a proactive practice?

Is it possible to decrease your time working, while simultaneously increasing your revenue?

In this episode, Referral Coach Bill Cates interviews Brian Margolis, Founder of Productivity Giant and author of “The Index Card Business Plan.”

Brian and Bill explore the power of using pillars to maximize financial advisor productivity. Brian explains the three categories of pillars and shares strategies for overcoming internal resistance. He also emphasizes the importance of focus management and shares real-life success stories of advisors who have implemented The Pillar System.

Bill and Brian discuss:

The three pillars essential for financial advisor proactivity: activity/consistency, learning/effectiveness, and strategic.
How to identify skills with the highest ROI – so advisors can make intentional choices related to focus and skill development.
The role of support staff in helping advisors maintain the right habits for success.
The concept of focus management, which emphasizes the need to protect and manage one’s mental energy.
Real-life case studies of success where established advisors have transformed their businesses by focusing on specific pillars adapted to them – including one advisor who doubled their yearly AUM growth while working one less day per week.
The value of the Friday night feeling, indicating the satisfaction of completing key tasks as a reliable measure of success
…And more!

Resources:

Connect With Bill Cates:

Connect With Brian Margolis:

About Brian Margolis:

Brian Margolis is a former environmental scientist turned entrepreneur. He is the founder of ProductivityGiant.com and author of the book “The Index Car Business Plan for Sales Pros and Entrepreneurs”

Brian’s Pillar System helps sales pros and entrepreneurs create a strategy so simple, it fits on an index card…but so powerful it’s helped create 7-figure earners and has been licensed by some of the largest companies in the world to train their teams.

Brian has been a partner or consultant in multiple ventures ranging from startups to national brands. He has worked with everyone from Shark Tank Entrepreneurs to Fortune 500 companies. Both his accomplishments and failures span a variety of industries.

In addition to his above work, and appearances on some of the largest business and sales podcasts in the world, he is still in the trenches having done thousands of individual coaching sessions with sales pros and entrepreneurs.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More