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January 25, 2026

Referral

In This Issue

Do you have a smooth running Referral Machine?

January 8, 2026 California Broker Magazine

REFERRALS By: Bill Cates, CSP, CPAE, President, Referral Coach International Every advisor knows referrals are the holy grail of client acquisition. Study after study continues to validate this. When they flow—with the clients that fit […]

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