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Client leverage is what turns incremental growth in your business into exponential growth. Cates explains what you can do in the first few months of working with a client to strengthen your connection and motivate them to introduce you to others who they think you can help.

Are your limiting beliefs holding you back? Do you have the right mindset to go along with processes and strategies? Are you serving the middle market because you’re afraid of wealth? Watch two top coaches for financial advisors discuss these issues.

How do you turn business growth from a dream into a reality? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to push through reluctance and establish a time-tested system for expanding your clientele.

What can you offer clients as a way to say thank you? What item or event will get them talking about you? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to successfully utilize gifts – pending compliance approval – and other initiatives to enhance relationships and drive referrals.

We don’t act contrary to our beliefs, even when our beliefs may not be true. This is why beliefs are crucial in determining the kind of life we lead. Two top coaches for financial advisors discuss how your beliefs can either hold you back or take you to the next level in your career.

Use the right approach and scripts to win HNW client introductions.

The keys to finding and keeping HNW clients.

Do you know how to ensure the quality of your referrals? How do you maintain reciprocity with those who refer to you? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey share techniques for establishing a productive and positive pipeline of introductions.

Episode breakdown:

0:28 – Understanding the difference between referrals and introductions
2:25 – Incorporating a scorecard into your referral process
4:45 – Establishing the criteria to judge reciprocal relationships
8:42 – Recognizing that the more you give, the more you get back
9:55 – Creating a culture of introductions

Here’s how to approach talking to your clients’ friends.