Bill Cates, a.k.a. “The Referral Coach,” discusses how to not only get more referrals, but get more of the right referrals. Key takeaways include defining your target client, crafting a compelling message, and how to properly ask for referrals.
Key Links and Resources
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Download the free guide exponentialgrowthguide.com
Learn more about Bill Cates: https://referralcoach.com
Get the book at https://referralcoach.com/radical-relevance/
Email Bill Cates at email@example.com
Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.