Month: October 2020

Using in-person networking as a key part of your client-acquisition strategy is not restricted to new financial professionals. I just interviewed a very high-level advisor who still uses events and other social gatherings to discover…

I often joke that it seems like the only people making money using LinkedIn are the people who are selling you a process to use LinkedIn.  In all my interviews and coaching sessions with advisors…

[Excerpted from Radical Relevance – Sharpen Your Message, Cut Through the Noise, and Win More Ideal Clients by Bill Cates, CSP, CPAE] When writing my book Radical Relevance, I did a little poking into neuroscience…

To deliver a relevant message that will grab your prospect’s attention, you first need to know a few things about them. The more context you have, the more relevant your message will be. And if…