Finish Strong in 2024: Build Momentum for a Powerful 2025
Includes Q&A - with Duncan
Tuesday, October 22nd at 12 pm ET
As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join me for this exclusive webinar where I'll share four actionable strategies that I've refined over the years, all designed to generate results quickly and predictably.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
The Referral Mindset Shift
2024-04-29 • 4 min video

The Referral Mindset Shift: From "Getting" to "Giving Value"

Struggling to get referrals? Discover the secret! Learn how to shift your focus from "getting" to "giving value." Explore how a client-centric approach that prioritizes your client's well-being can unlock a natural flow of referrals.

This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and stewardship. 

Stream the new episode "The Language of Referrals " by clicking here: paretosys.co/AODM_ep57

 

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.