Author: Bill Cates

In a past blog, I covered the neuroscience behind the incredible power of getting your clients to speak out loud the value of the work you’re doing together. (SEE:  Unlocking the Power of Value Discussions)…

Want to attract wealthier clients?  Go where the money is! If you love the idea of working with clients who want to do more than grow their portfolios – clients who want to plant trees…

Artificial intelligence can’t replace relationships, but it can amplify them. It may not yet be able to ask for introductions in a truly human, authentic way, but it can lend a hand to make your…

PART II – My last blog created such a stir that I’ve decided to add a little more “meat onto the bone” so to speak (apologies to vegetarians. I used to be one many years…

[The following is drawn from my recent interview with Michael Kitces for my Top Advisor Podcast – Keep an eye out for the release of this episode in September.] Let’s face it: in an era…

The difference between winning and losing a prospective client often comes down to how clearly you can demonstrate your value. While many advisors rely solely on verbal presentations and informal discussions, implementing a formal proposal…

In the dynamic world of professional networking, LinkedIn stands out as a pivotal platform for financial professionals seeking to expand their reach and build meaningful connections. Recent insights from Richard Bliss, CEO of Bliss Point Consulting and…

In our latest podcast (Episode #45), we shared a case study of how a successful firm overhauled it’s marketing approach – directed by Stephen Beach (Craft Impact). One strategy that has significantly increased their conversions…

I’ve never been a big fan of generic requests for referrals and introductions, either via email or regular mail. With that said, I think that part of your effort to build your firm’s culture of…

Backyard barbecues, boat outings, and sporting events are hallmarks of a fun summer.  You’ll be spending time with friends, family, neighbors and total strangers. Make sure you save the “Repellent” for the mosquitoes, not the…