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Bill Cates
Goodreads Author
Member Since
April 2020
URL
https://www.goodreads.com/billcatesreferralcoachcom
The Referral Doom Loop: Why it Happens and How to Avoid It
The latest Kitces research on advisor marketing raises an important concern for firms that rely heavily on referrals. The 2026 report describes what it calls the “referral coasting zone.” A firm reaches a point where...
The post The Referral Doom Loop: Why it Happens and How to Avoid It appeared first on Referral Coach.
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“First Appointment 1. Provide great value. 2. Make sure the value is recognized by the prospect or client. 3. Plant a seed for referrals like “I’m never too busy to see if I can help others whom you care about with this important work.” Second Appointment 1. Provide great value. 2. Make sure the value has been recognized. 3.”
― Don't Keep Me A Secret: Proven Tactics to Get Referrals and Introductions
― Don't Keep Me A Secret: Proven Tactics to Get Referrals and Introductions
“Referrals are not enough. We have to think in terms of introductions!”
― Beyond Referrals: How to Use the Perpetual Revenue System to Convert Referrals into High-Value Clients
― Beyond Referrals: How to Use the Perpetual Revenue System to Convert Referrals into High-Value Clients
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