128: The 3 R’s of Relationship Marketing with Bill Cates

“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.” Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice. But with technology constantly reshaping how we connect, how do you still leverage a human connection? For decades, Bill has mastered the art … Read More Read More

Om Podcasten

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!