Friday, January 30, 2015
How to create productive referral relationships with CPAs & attorneys - Generating High-Value Referrals
One of the largest and most sought after markets for financial advisers and insurance professionals is the fiduciary community, comprised of CPAs, attorneys and trust officers. Bill walks through a 3 phase approach that penetrates the professional marketplace.
Syndicated financial columnist and talk show host Steve Savant interviews nationally recognized client referral expert Bill Cates, President of Referral Coach Academy. The vast majority of financial advisers and insurance professionals are continually seeking out new clients. The acquisition cost of a new client can be expensive and time consuming. Bill's methodology of acquiring high value prospects and clients through referrals and introductions is unique in practice enhancement services.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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