Author: Bill Cates

5 Steps to Getting “Referred UP”
September 25, 2019Posted by Bill Cates

    Have you noticed that most clients seem to “refer down” on the economic ladder? This isn’t an absolute, but generally so. So, how do you increase the odds getting “referred up?” How do you make sure you only get introduced to Best-Fit Clients™? In this week’s blog, you’ll discover what my coaching clients…


7 Ideas for Shy Networkers
September 17, 2019Posted by Bill Cates

I hate networking events! You may have seen me write this in past blog posts.   And while going to events is not the only way to build a network of contacts, it should be a part of your tool kit.   But what if you’re kinda shy at events – like me?  (Unless I’m…


Well-Known Secrets of Top Performing Advisors
September 10, 2019Posted by Bill Cates

Through my coaching and prep-for-speech interviews, I get to see what many top performers do to attract and retain ideal (Right-Fit Clients™) clients.   And I’m not using the term top performer loosely. The advisors featured here all have million-dollar-plus practices.   What I discuss in this week’s blog are not really “secrets,” rather tried-and-true…


7 Signs That You’re Sabotaging Your Referrals
August 26, 2019Posted by Bill Cates

Consider this message your wakeup call to make sure you’re not disrupting your flow of client referrals and introductions.   I’d like you to take the Referral Sabotage Quiz – There is no math and spelling doesn’t count.   Let me know how you do?  (Really. I’d like to hear from you.)   Too Busy…


5 Necessary Skills to Build a Productive Network
August 13, 2019Posted by Bill Cates

    Networking is not just about going to networking events.   Some of the best networkers I’ve ever met rarely attend events. Going to events is only one of many ways to meet people to build your network of prospects, clients, and influencers.   I’ve dedicated my career to helping others build their referral…