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Bill Cates - Referral Coach
United States
Приєднався 23 лип 2007
Discover Referral Marketing!
Financial professionals all over the country are embracing the Cates System for Exponential Growth - developed and taught exclusively by Bill Cates, President of Referral Coach International.
Resources, Presentations, Products and Seminars on How to Get More Referrals and Introductions.
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www.ReferralCoach.com
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Interested in hiring Bill to speak at your next event? To learn more, visit: www.referralcoach.com/speaking/
Check out our comprehensive Virtual Learning & Coaching System
www.TheCatesAcademy.com/
Facebook:
ReferralCoach
Twitter:
Bill_Cates
Blog:
www.referralcoach.com/blog/
Store:
www.referralcoach.com/store/
Financial professionals all over the country are embracing the Cates System for Exponential Growth - developed and taught exclusively by Bill Cates, President of Referral Coach International.
Resources, Presentations, Products and Seminars on How to Get More Referrals and Introductions.
*********************************************
www.ReferralCoach.com
*********************************************
Interested in hiring Bill to speak at your next event? To learn more, visit: www.referralcoach.com/speaking/
Check out our comprehensive Virtual Learning & Coaching System
www.TheCatesAcademy.com/
Facebook:
ReferralCoach
Twitter:
Bill_Cates
Blog:
www.referralcoach.com/blog/
Store:
www.referralcoach.com/store/
Ep. #33 – How One Advisor Built a $1M+ Financial Practice Taking 12 Weeks Off Per Year w/ Anat Yoder
What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year?
What would that mean to you? More time with family and friends? More time on the golf course, boating, fishing, cooking, traveling, and whatever the heck you feel like doing?
And what if you could build a successful referral-only practice tapping into a goldmine of referrals from certain types of estate planning attorneys? What would that mean for your business and how would that feel?
Is this achievable? Well… Yes, it is!
In this episode, Bill Cates interviews Anat Yoder, CFP®, CRPS®, Principal and Wealth Manager at Yoder Wealth Management. Anat explains how she and her business partner (husband Michael Yoder), have been able to significantly reduce the amount of time they spend working so they can have a healthy work-life balance.
ABOUT OUR GUEST
Anat N. Yoder began her professional career in structural engineering, earning her PE license and working on several notable projects, including the Bay Bridge. She became a financial advisor in 2004 in order to direct her problem-solving skills toward work that was more personally meaningful for her.
Anat is active in the community, and serves on the board of a local non-profit organization. Anat has a BS in civil engineering, as well as an MS in structural engineering, both from UC Berkeley. She is a Certified Financial Planner™ (CFP) and a Chartered Retirement Plans Specialist (CRPS).
CONNECT with ANAT
LinkedIn: www.linkedin.com/in/anatyoder/
Website: yoderwm.com/
CONNECT with BILL
BillCates@referralcoach.com
www.ReferralCoach.com
LinkedIn: @ billcates
LISTEN to all our podcasts: referralcoach.com/top-advisor-podcast-complete-list-of-episodes/
#topadvisorpodcast #financialadvisorpodcast #wealthmanagers #referralmarketing
What would that mean to you? More time with family and friends? More time on the golf course, boating, fishing, cooking, traveling, and whatever the heck you feel like doing?
And what if you could build a successful referral-only practice tapping into a goldmine of referrals from certain types of estate planning attorneys? What would that mean for your business and how would that feel?
Is this achievable? Well… Yes, it is!
In this episode, Bill Cates interviews Anat Yoder, CFP®, CRPS®, Principal and Wealth Manager at Yoder Wealth Management. Anat explains how she and her business partner (husband Michael Yoder), have been able to significantly reduce the amount of time they spend working so they can have a healthy work-life balance.
ABOUT OUR GUEST
Anat N. Yoder began her professional career in structural engineering, earning her PE license and working on several notable projects, including the Bay Bridge. She became a financial advisor in 2004 in order to direct her problem-solving skills toward work that was more personally meaningful for her.
Anat is active in the community, and serves on the board of a local non-profit organization. Anat has a BS in civil engineering, as well as an MS in structural engineering, both from UC Berkeley. She is a Certified Financial Planner™ (CFP) and a Chartered Retirement Plans Specialist (CRPS).
CONNECT with ANAT
LinkedIn: www.linkedin.com/in/anatyoder/
Website: yoderwm.com/
CONNECT with BILL
BillCates@referralcoach.com
www.ReferralCoach.com
LinkedIn: @ billcates
LISTEN to all our podcasts: referralcoach.com/top-advisor-podcast-complete-list-of-episodes/
#topadvisorpodcast #financialadvisorpodcast #wealthmanagers #referralmarketing
Переглядів: 44
Відео
Ep. #32 - 5 Steps to an Effective Client Acquisition Process w/ Sandro Forte, FCII, FPFS, FPSA, CSP
Переглядів 2728 днів тому
Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him. We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process. In this episode of The Top Advisor Podcast, Referral Coach Bill Cates sits down with Sandro Forte, CEO of Forte Financial Group, a financial planning firm in the U.K. Sand...
The Langauge of Referrals with Bill Cates
Переглядів 2283 місяці тому
The Langauge of Referrals with Bill Cates
Ep. 61 - Becoming Fluent with The Language of Referrals - Bob Burg Interviewing Bill Cates
Переглядів 1103 місяці тому
Ep. 61 - Becoming Fluent with The Language of Referrals - Bob Burg Interviewing Bill Cates
Ep. #30 - Asking for Referrals and Getting Referred Up (Part 2) with Maribeth Kuzmeski, PhD.
Переглядів 723 місяці тому
Ep. #30 - Asking for Referrals and Getting Referred Up (Part 2) with Maribeth Kuzmeski, PhD.
Ep. #28 - How to Build a Referral Only Practice on a Powerful Story w/Tyson Vines
Переглядів 724 місяці тому
Ep. #28 - How to Build a Referral Only Practice on a Powerful Story w/Tyson Vines
Ep. #26 - How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
Переглядів 285 місяців тому
Ep. #26 - How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
Ep. #27 - The Power of an Effective Financial Advisor Website, Podcast, Target Market w/ Jeremy Keil
Переглядів 515 місяців тому
Ep. #27 - The Power of an Effective Financial Advisor Website, Podcast, Target Market w/ Jeremy Keil
Ep. #25 How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
Переглядів 587 місяців тому
Ep. #25 How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
Ep. #21 -Succession Planning for Financial Advisors with Karen Jessey & Neill Turner
Переглядів 537 місяців тому
Ep. #21 -Succession Planning for Financial Advisors with Karen Jessey & Neill Turner
Ep. #19 - The Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith
Переглядів 13010 місяців тому
Ep. #19 - The Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith
Unlock Exponential Growth with Bill Cates' Proven Strategies 🚀 Bill Cates in 60 Seconds
Переглядів 34410 місяців тому
Unlock Exponential Growth with Bill Cates' Proven Strategies 🚀 Bill Cates in 60 Seconds
Get Referrals without Asking featuring Bill Cates & Resseguie
Переглядів 446Рік тому
Get Referrals without Asking featuring Bill Cates & Resseguie
Cates Communicating Value in Social Settings
Переглядів 118Рік тому
Cates Communicating Value in Social Settings
Ep. #12 - Using “Wow” to Maximize Client Engagement and Create Advocates
Переглядів 2402 роки тому
Ep. #12 - Using “Wow” to Maximize Client Engagement and Create Advocates
Ep. #10 - Adding a Target Market to An Already Successful Practice with Tiffany Charles
Переглядів 1162 роки тому
Ep. #10 - Adding a Target Market to An Already Successful Practice with Tiffany Charles
Ep. #7 - Build a Successful Business Operating By Referral Only - Diana DeFrate and Katriina Paavola
Переглядів 3952 роки тому
Ep. #7 - Build a Successful Business Operating By Referral Only - Diana DeFrate and Katriina Paavola
Convert More Prospects into Clients with Jason L. Smith
Переглядів 2843 роки тому
Convert More Prospects into Clients with Jason L. Smith
Ryan Weissmueller - Referrals Triple + Better Meetings
Переглядів 1213 роки тому
Ryan Weissmueller - Referrals Triple Better Meetings
Your Riches in Niches - Virtual Session
Переглядів 3303 роки тому
Your Riches in Niches - Virtual Session
Are you hunting, farming, or trapping for prospects?
Переглядів 1263 роки тому
Are you hunting, farming, or trapping for prospects?
3 Ways to Get Introduced in a Virtual World (Version 2)
Переглядів 7073 роки тому
3 Ways to Get Introduced in a Virtual World (Version 2)
Bill Cates - Grow Your Sales with More Referrals
Переглядів 863 роки тому
Bill Cates - Grow Your Sales with More Referrals
Cates and Goodman New Agent Survival Program
Переглядів 5483 роки тому
Cates and Goodman New Agent Survival Program
Excelent... Many Thanks...Best Regards from Portugal
Great info. Thank you for sharing
Glad you enjoyed it. Thanks for commenting! ~ BILL
"If you ever introduce me to anyone, I would like to show you how I would handle that....". Brilliant. It solves several problems. Lots of gold here, but that really stood out to me. Thanks.
When how you handle referrals/introductions is an unknown, it can be a perceived risk. Remove the risk by letting folks know your primary goal is to make the process comfortable.
The two biggest names in referral selling. Just bought the new book. Can't wait to read it.
Thank you!!!! If you like the book, I'd be grateful for a review on Amazon. And let me know your questions and successes. ~ BILL
@@BillCatesReferralCoach I'll be happy to.
Thank you!!! @@claudes.whitacre1241
Outstanding material.
Thank you!!!
Awesome
I néed referrals
Solid, solid advice on how to get introduced by E-mail.
Good vid, thanks!
Thanks, Doug. What industry/profession are you in?
Thank you for this content.
You're very welcome! ~ BILL
How to reward referrals in my massage business? Mostly word of mouth. Business slowed down, so I’m relooking at how to be referrable. Love the lesson client engagement for new clients. Thanks! PS: first question still stands
#1 - If a client provides you with an unsolicited referrals, give them a hand-written thank-you card with maybe a gift card to an appropriate store nearby or something modest that is tailored to their interests. #2 - If you are being more proactive and asking your clients to tell others, you can offer a discount on the first massage for the new client and the same discount for the referring client. It could be something other than a discount; perhaps something related to massage, wellness, etc. Make sense? ~ BILL
@@BillCatesReferralCoach Yes, just what I needed to hear. I can implement both right away. Thank you!
I’ve done both in the past, but Willy Nilly. This confirms that what I was doing was correct. Now I have confidence to do those things consistently
Bill, just bought Radical Relevance and signed up for Toolkit. Where in your offerings would I find out more about the Onboarding Process? Thanks!
@@robertsherman6296 The only extensive content I have on this topic is geared toward financial professionals. With that said, I think you can still glean the principles and some ideas you can translate to your world. To this end, I recommend you visit my podcast (it's free) and listen to Episodes 5 and 16. www.TopAdvisorPodcast.com
Beautiful case study. Thanks for posting.
You bet, Claude. Thanks for the nice comment. ~ BILL
Love the training. Thanks.
Thanks, Claude. If you haven't already visited our resources page, we have a bunch of free tools, guides, checklists, etc. Go to: www.ReferralCoach.com/resources Free but VALUABLE! 😀
hey please assist most of my clients says its against the law to give out someone's number
I suppose that might be true in some countries. Personally, I like to get introduced with an email handshake - and in-person is always great if you can make it happen.
Hey Bill, regarding your programs on your site, are they geared only towards financial advisors? Or real estate agents as well? I understand many principles may be similar and apply, however would it make sense for me to go through your individual self paced course as a real estate agent? Looking forward to your response
Hi bill, just found your amazing channel.it’s amazing. I am a new advisor. Can you please recommend some books please.?
Thank you! I just replied to your other message with some book ideas. ALSO - Free resources here: www.ReferralCoach.com/resources
Hi Bill, can you recommend some books for new insurance advisors.?
My books "Get More Referrals Now" and "Beyond Referrals." Also, "Story Telling for Financial Advisors" and "Questions Great Financial Advisors Ask."
@@BillCatesReferralCoach Thank you Bill. Thank you for the support.
Thank you for your content here.
You're very welcome!
Do you have a template for asking for a referral in a written letter?
I do not have a script for this, because asking for referrals in a letter rarely works. In person is the absolute best way. Zoom is second. Phone would be third. You can ask in an email IF you know the person well and you have a very specific person to whom you'd like to be introduced. Of course, there are always outliers to this, but they are rare.
Excellent advice Bill. Thank you very much for creating the video. I appreciate it!
Thank you, Santos. Glad you found it helpful.
Interestingly your post. Thank you for that. What happens if your costumer say that he will do it, but never send your referral. How to get that with out problems?
Hi I need more referrals please help me out:)
What business are you in?
I work from home but I need referrals help me out please or tell me what I must do to earn them
@@adriandietz5936 What business are you in?
I’m with absa bank and you bill
@@adriandietz5936 Lots of free resources here: www.ReferralCoach.com/resources. Start there, plus my UA-cam Channel.
GENIAL VIDEOOOOO
I appreciate your training Mr. Cates! Thank you for posting this video.
You're very welcome, Santos. Thanks for leaving your comment.
This post sharing is akin to a divine gift! Speaks to me where I am in this career. Targeted audience, planning..identifying my natural market n niche. Thanks very much.
So glad that this message resonates with you. Stay in touch with your questions and successes. Also, lots of free resoureces here: www.ReferralCoach.com/resources
@@BillCatesReferralCoach Sure will. Many thanks again.
Thank you, it's a good insight on referrals. I will like to watch more of this video
Thanks, Nancy. If you subscribe to my channel, you'll be notified when I add more videos. BILL
Thank you! Powerful techniques on "How to Ask for Referrals".
Thanks, Brenda. Much appreciated! BILL
Hello Bill! Hear your ideas and strategies in ERT academy. I love it! What you think the first step to follow your advice to my practice?
The most important strategy in our system is the Value Discussion - checking in for value received and expectations being met and/or exeeded. We have a lot of free resources for you here: www.ReferralCoach.com/resources. Stay in touch with me on LinkedIn. BILL
Great video! I’m contemplating using your VIP training however most but not all of my referrals/introductions are coming from young advisors who are introducing me to my non-ideal prospects. I want them to succeed but it’s derailing my productivity this year. Does your training have suggestions for this type of situation?
Gary - That's the sort of question that we could address during a coaching session. There is no specific video for this in the program, but I'm sure we could bet you some "relief" by talking it through.
Bill does your program/passion imply that referrals and introductions are 'all I need' vs. the website, FB, youtube collection of letting strangers get to know, like and trust me? Thank you for the comment. Credible impact on this presentation.
Peter - the more you work through really effective introductions, the less important the other things you mentioned become, but even if you run a 100% referrals business (which many people do), having a credible website and LinkedIn profile are important. For example, I coach folks how to make sure their messaging is congruent and impactful across all those platforms. Depending on the business, however, much of the social media that people engage in isn't necessary.
@@BillCatesReferralCoach Thanks. And presumably radio ads and other cold call outreaches are 'referral avoidance behaviours', in your thinking?
@@peterfraser2401 Probably. The first thing to think about is: How do your ideal clients want to meet you? What is their preferred method? Then that should be your main focus. You can use other ways to promote your business, but don't spend much money or effort without testing the viability. Proof of concept!
meh
Meh? You didn't like it? Tell me more. BILL
Thank you, this is good content, it deserves more love. I would like to check out your online program for more of these!
Thank you! Go to www.CatesAcademyIndividuals.com
super super great insight! very helpful and meaningful
Karen - Glad you found this helpful. BILL
Thank you Bill. I am sharing
Wonderful. Much appreciated! BILL
The Riches are in the Niches. Thanks, Bill!
You're very welcome, Rick! Stay in touch!
Thank you Bill!
You're welcome, Hugh!
Bill, you are a genius! Thank you so much for your valuable advice!
You are WAY too kind. Glad you're finding this helpful. BILL
Thank you
You're welcome!
Just an advertisement, no content.
I'm not sure what you mean. Do you not believe in asking high-value questions?
"...beautiful Buffalo, his words, not mine." Made me laugh out loud. Good one, Bill.
Thanks, Steven! Good to hear from you.
I sell cars and have been for about 2 years I’ve worked at 4 dealerships so far and I got to say I’ve only really had 3 or 4 referrals. Not very good. I get told all the time how happy they are and how awesome I was. I got to be honest I just don’t have a system installed yet.
Travis - Sometimes your buyers may not know anyone to introduce you to at the moment of their purchase. Make sure you stay in touch with them in small ways over time so they remember your name and keep you in mind.
That’s very achievable, thank you.
Yes - it is! Great to hear from you.
One of the best! Keep up the amazing work, Bill.
Great information, I will use it today.
I like the way Bill breaks down complex practices into simple steps. His concepts are always very actionable. I recommend him to all my clients!
I made the choice to hire Bill as my personal business coach last year and I am so glad that I did. He's a tremendous resource!
Hi! Do you do mentoring? Or coaching accountability?
Yes, I do. Feel free to send an email to me and we can start a conversation. BILL BillCates@ReferralCoach.com
Love the content, however the connection keeps dropping.
I double checked the video and it played okay on my end. If the connection keeps dropping, that sounds like it would be the internet connection on your end. Are you on a wired or wireless connection? It's a large file, so maybe just give it some time to download more fully? Hope that helps. BILL
Great Stuff, Trey. I love that your team took Bill's guidance and put it to work. No matter the great ideas, it all comes down to the leaders who put those ideas to work.
What an amazing testimonial to your system, and to you as a professional. We will definitely explore implementing the system as we grow our sales team.