Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
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Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
The Three Rs Framework: How Top Advisors Attract More Clients with Bill Cates (Ep. 27)
Full Advisor Coaching - The Podcast
47 minutes 17 seconds
8 months ago
The Three Rs Framework: How Top Advisors Attract More Clients with Bill Cates (Ep. 27)
Are you tapping into the full potential of your referrals, or are they just names on a list?Many financial advisors rely on referrals, but few know how to turn them into warm introductions that lead to real business growth. In this episode, referral coach Bill Cates shares his proven Three Rs Framework—Relevance, Reputation, and Referrals—to help advisors attract more ideal clients and scale their practice.Listen in to learn the secret to effective marketing, how to position yourself as the go-to advisor in your niche, and what it takes to build a business that grows through relationships.Bill shares:* The secret to powerful marketing* The 3 Rs: Relevance, Reputation, and Referrals* How to build a reputation that attracts ideal clients* How to define your right-fit client* The difference between referrals and warm introductions* How to create a client experience that fuels introductions* The #1 mindset shift advisors need to master client advocacyResources:* ReferralCoach.com/Resources (http://referralcoach.com/resources)* The Language of Referrals by Bill Cates* Radical Relevance (https://www.thecatessystem.com/radical-relevance)* ExponentialGrowthGuide.com (http://exponentialgrowthguide.com)* The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5) (https://fulladvisorcoaching.com/advisor-coaching-podcast/the-art-of-clarity-confidence-and-fulfillment-2/)Connect with Bill Cates* Linkedin: Bill Cates, The Original Referral Coach (https://www.linkedin.com/in/billcates)* CoachCates.com (https://coachcates.com/)*
Full Advisor Coaching - The Podcast
Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."