Author: Bill Cates

This is a guest article from the folks at IronClad Family, the makers iVaultx. In today’s dynamic financial landscape, clients are increasingly seeking advisors who offer more than traditional investment guidance. They desire a comprehensive approach that addresses…

Early in your career – odds are you were taught how to prospect. You made cold calls. You contacted your natural market. You went to events in search of prospective clients. You did what you had…

You’ve heard the expression, “Working in your business and working on your business.” Here’s a variation for you, “Working in your relationships and working on your relationships.” The key to client loyalty and unsolicited referrals is client engagement. You can enhance your clients’ feelings of engagement through the questions…

Make and keep these following resolutions and you’ll avoid looking like The Creepy Referral Guy in 2025. No begging, pushing, or other creepy referral behavior allowed! Bonus Resolution 13. Bring Bill Cates into your organization – virtually or in-person…

The not-so-secret secret to enduring success lies not just in the numbers, but in the strength of the relationships you build. Strong relationships create client persistency and makes you super-referable (to get more unsolicited referrals). You’ve heard…

Picture this: You’re sinking into the plush embrace of a Lazy Boy, basking in the post-turkey glow of a family feast, when your sister’s latest beau, a chap you’ve barely exchanged two words with, decides to…

This coming November 21, I’ll be presenting a free webinar on how to multiply your best clients through referrals and introductions. One important principle I’ll cover is the concept of becoming super referable – going beyond client satisfaction…

In the hustle and bustle of modern life, many of us create “bucket lists” filled with dreams we hope to achieve before departing this life. However, wealth advisor, author, and money maven Nicole Middendorf offers…

One might argue that if your business doesn’t remain on the cutting edge of relevance, it’s doomed to extinction (or at least lackluster performance over time). Taken directly from my book Radical Relevance, and the subject of my October…

The power of referrals is akin to the magic of compound interest. Just as a wisely invested dollar grows exponentially over time, a well-nurtured referral culture can transform a trickle of client introductions into a…