Author: 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…

“I’ve cut my prospecting time in half. My prospects reach out to me, most of them ready to get started.” This is what Indianapolis based financial advisor Adam Cmejla, CFP® told me in our recent…

    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…

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…

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…

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…

    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…

  I’m willing to bet that once Alexander Graham Bell hooked up his telephone for the first time, he got a call asking if he was satisfied with his long-distance service provider!   One optimistic…

    LinkedIn can be a powerful business networking tool.   But what about acquiring new clients? It can work, but you must follow these 5 rules of etiquette.     Too Busy to Read?…

While I usually like to keep my message positive and upbeat, sometimes we need to be reminded of things we shouldn’t be doing.   During my coaching sessions with advisors, consultants, and business owners, here…