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Ep 12: How to Speed Up Growth Without Increasing Your Marketing Budget
Ep 12: How to Speed Up Growth Without Increasing Your Marketing Budget
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, and today we’re tackling a game-changing topic—accelerating growth without spending more on marketing.Joining me is Bill Cates, the Original Referral Coach, who has helped advisors multiply their best clients through strategic relationship marketing. His approach focuses on referrals, relevance, and reputation—the three R’s that drive sustainable growth.
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Episode 12: How to Speed Up Growth Without Increasing Your Marketing Budget
Guest: Bill Cates, The Original Referral Coach | Ep. 12
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, and today we’re tackling a game-changing topic—accelerating growth without spending more on marketing.
Joining me is Bill Cates, the Original Referral Coach, who has helped advisors multiply their best clients through strategic relationship marketing. His approach focuses on referrals, relevance, and reputation—the three R’s that drive sustainable growth.
Key Takeaways:
✅ Referrals – Build a steady pipeline of introductions from clients & centers of influence.
✅ Relevance – Communicate your value in a way that cuts through the noise & attracts ideal clients.
✅ Reputation – Shift from prospecting to attracting by becoming a go-to advisor in your niche.
💡 Favorite Insights from the Episode:
- Value Check-Ins – Make them a part of every client meeting to enhance referrals and ensure you’re referrable.
- Client-Centric Language – Frame your messaging around the client’s needs, not your services.
- Differentiation – The deeper you understand your clients, the easier it is to stand out and create real value.
🔗 Resources from Bill Cates:
📩 Get tax updates & future episodes: Subscribe Here
☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.DominionEs.com
