Tag Archives: Referrals

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Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli



If you ever doubted that hard work, along with a competitive mindset doesn’t pay off, you will want to listen to this episode.

In this episode, Referral Coach Bill Cates talks with Bob Petrocelli, founder and managing director of Petrocelli Financial Services, LLC. With 42 years in the business, Rob will discuss what has brought him to the top of his game and kept him there for many years.

Robert discusses how: 

  • his business is growing from meeting with accountants and attorneys to create productive relationships
  • his key staff person supports his process for client acquisition
  • he uses his competitive nature shows up in his business
  • one of his largest clients came to him from cold calls

Resources: 

Connect With Robert Petrocelli, Jr.:

Connect With Bill Cates:

About Our Guest:

Since 1979, Robert Petrocelli, Jr. has been providing holistic financial strategies to business owners, individuals, and families that help them protect their assets and meet their long-term financial objectives. Building his own business from the ground up, he has a complete understanding of what it takes to create and conserve wealth while managing the taxation of income and assets during the working years and in retirement. His experience and ongoing education have provided him with great expertise in all areas of estate planning, employee benefits design and management, and investment services.


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Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC



Most advisors have an internal new client onboarding checklist, but few have discovered the value of a comprehensive client onboarding process that creates both a value connection and a personal connection. 

Done well, the client onboarding process will help your new clients feel great about their decision to work with you and make you super referable quickly.

In this episode, Bill Cates is joined by Bryan Sweet CLU®, ChFC®, founder and CEO of Sweet Financial Services, to discuss how he uses his program called The 90 Day Dazzle for client onboarding. He explains how implementing this program has drastically increased his referrals earlier in his new-client relationships.

In this episode, Bill and Bryan discuss: 

  • How The 90 Day Dazzle brings value to both the client and his firm.
  • The three small niches his firm works with that have kept his business thriving for 42 years
  • What other advisors are doing in the client onboarding process.

Resources: 

“Who Not How” by Dan Sullivan and Dr. Benjamin Hardy

Connect With Bill Cates:   

About Our Guest:

Bryan Sweet: Bryan Sweet, is a cultivator of opportunity and that is reflected in his passion for serving the clients of Sweet Financial Services. Beginning his career in 1979, Bryan has done more than create lasting wealth plans for wonderful clients. He has created a movement in this industry to help people realize just how much they are capable of and just how much they can put their money to work for them.

Connect With Bryan Sweet: