Author: Bill Cates
Money can expand. You can always make more money – for your clients and yourself. But not time! You simply can’t make more time. Here’s the irony… As advisors, we optimize portfolios… and we often…
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Today’s blog is a “Sneak Preview” into my upcoming WEBINAR:Unsolicited Referrals: Creating Effective AdvocatesWednesday, April 22 – 1:00pm Eastern Many financial advisors will tell you they want to meet their ideal clients through referrals. After all, who doesn’t…
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Most advisor websites fail this simple test, and it starts with the headline. The headline on your homepage is the first wording a visitor will see. Think of it as the billboard for your website. It…
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Sometimes the biggest growth opportunity isn’t finding more prospects, it’s making it easier for the right ones to move forward. A while back I wrote about cognitive fluency. Essentially, the easier information is to process,…
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After more than 30 years of coaching financial professionals and interviewing hundreds of top advisors on my Top Advisor Podcast (now in the top 3% of podcasts worldwide), I can tell you this with total…
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Let’s get something straight right out of the gate. Yes, you should show up on time. Yes, you should do what you say, finish what you start, and say please and thank you. Dan Sullivan…
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Cut Through the Noise: Transform Your Marketing Message Listen to the interview of Bill Cates on Barron’s “Way Forward” Podcast (After Bill’s presentation to Barron’s Top 100 Advisor Conference) Key Takeaways from this High-Content Interview:…
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As a financial advisor, you know that helping your clients manage their finances is about far more than crunching numbers and reviewing asset allocations. Beneath every financial decision lies a complex web of emotions, subconscious…
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Guest Article from Jeff Thorsteinson with Advisor Practice Management. I saw this article from Jeff in www.advisorpedia.com and felt compelling to share it with my community. Enjoy! Every advisor reaches a point in their career…
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What are TOP ADVISORS doing to increase client loyalty and acquire more ideal clients? To celebrate our 100th podcast episode featuring Derrick Kinney, I’m sharing our Top 10 most downloaded shows of all time. All…
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