Author: Bill Cates

How One Advisor is Handling His Clients
April 8, 2020Posted by Bill Cates

In a recent Zoom call with Gerry Malmo (a veteran advisor hailing from Winston-Salem, NC), Gerry told me, “I’m trying to strike a balance between reaching out to my clients as a good listener – to do my best to ease their concerns – and suggest some important steps they should consider taking.” Can you…


Grow a Mission-Driven Business
April 1, 2020Posted by Bill Cates

Some of the most successful businesses I’ve observed over my 40 years of running and coaching businesses are those businesses that are truly driven by their mission to bring value to their clients (and beyond). The leaders of these businesses are passionate about transformation – the transformation of their business through transforming their clients. They…


How to Talk about Referrals and Introductions in a Volatile Market
March 18, 2020Posted by Bill Cates

“Bill – I was thinking that the volatile market conditions we’re experiencing might be a great time to ask for referrals. What do you think?” That was a question posed to me in a workshop about a week ago. The answer isn’t a simple “yes” or “no.” As usual, “It depends.” 3 Possible Approaches to…


How to Attract Clients with Brain-Friendly Messaging
March 11, 2020Posted by Bill Cates

When writing my new book, Radical Relevance, I reviewed a number of neuroscience studies to gain some insight into how we can use what is know about the brain in our efforts to attract more Right-Fit Clients™ and move them to take action. In this and subsequent articles, I’ll show you what I learned (and…


How to Acquire More Ideal Clients (Without Adding to Your Marketing Budget)
March 4, 2020Posted by Bill Cates

In last week’s blog, How One Advisor Increased His Revenue by 50 Percent in 14 Months, I told you how Adam Cmejla created exponential growth by focusing his business on the financial lives of successful optometrists. In today’s blog, I’ll provide another real-life example of how financial advisor, Jayson Lowe, has found a way to…