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Jay Coulter, CFP®

The Art & Science Of Referrals With Bill Cates


Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions.

He is president of Referral Coach International.

Bill is also a bestselling author. His third and latest book, Beyond Referrals, lays out the steps to converting referrals to what he calls “Engaged Introductions” and, ultimately, new clients.

Connect with Bill

The Resilient Advisory Business

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