Asking for Referrals and Getting Referred up with Maribeth Kuzmeski, PHD.

In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D ( about creating more unsolicited referrals. 

In Part 2, we flip the table!  Maribeth is interviewing Bill about asking for referrals and how to get referred up!

Maribeth Kuzmeski Gets Bill to Discuss: 

  • Why getting referrals without asking is incomplete. 
  • The difference between referrals and introductions. 
  • What advisors can do to get referred up.
  • The keys behind asking for referrals without sounding like “that cheesy referral guy.”
  • Bill’s popular V.I.P.S. Method.
  • Teaching your clients how to talk about you to others.
  • … and more!

Related: 7 Strategies To Get More Right-fit Clients From Social Events