Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!

Listen + Subscribe Now

Month: June 2018

Athletes use a pre-game routine to reach peak performance during the game. Musicians use a pre-concert routine to be at their very best when the baton drops. What about you?

Check out Bill’s pre-appointment checklist with 5 things you must do to prepare for a meeting where you plan to ask for introductions.

READ MORE >

We have all received emails and LinkedIn messages where it was obvious someone had just copied and pasted a generic note. If you want your electronic messages to be noticed, don’t make this same mistake! Click here for 5 easy tips to make your messages more relevant and personalized.

READ MORE >

Referral Coach