FREE High-Content, Business Building Webinar

5 Strategies for Getting Introduced to Affluent & Wealthy Clients


Hosted by Bill Cates, CSP, CPAE

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Are you a bit frustrated because...

  • Your clients are sending the wrong people your way? 

  • Your clients don't invite the right guests to your events?

  • You wish you could get more introductions without asking?

  • You haven't been able to crack the code to getting great introductions from Centers of Influence?

Join Bill Cates, CSP, CPAE for a high-content webinar where you will discover:

  • Why affluent and wealthy clients hate to be asked for referrals, but LOVE to make introductions.
  • The "secret ingredient" that turns clients and centers of influence (COIs) into advocates, and what it takes to create true advocates that provide you with introductions (without asking.)
  • A 4-step method for approaching high-level clients for introductions (not just referrals) to their affluent friends, family, and colleagues.
  • A 3-phase approach to creating productive referral relationships with CPAs and attorneys.
  • 4 types of marketing events (celebration, referral, appreciation, and philanthropic) designed to help you meet top-level prospects – introduced to you by your clients and centers of influence.

About Bill Cates

Bill Cates, CSP, CPAE is a Hall of Fame Speaker and the author of Get More Referrals Now, Don’t Keep Me a Secret and Beyond Referrals. He has revolutionized the way financial professionals acquire more and better clients through introductions from advocates and communicating more compelling value. His newest book, Radical Relevance will be released later in 2019.

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