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Author: Bill Cates

Imagine you’re relaxing in the Lazy Boy in the family room, following a big holiday dinner with your family, and your sister’s new beau plops down on the sofa next to you and asks the…

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Let’s get right to the point: If you’re adept at marketing, you’ll substantially reduce your need for traditional prospecting. Establish a robust reputation within a specific target market and become highly referable—this will draw interested…

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Stop confusing your prospects and clients! That’s a strong statement, I know. When you use terms that your prospects and clients may not understand, you risk confusing them. Or even worse – offending them. And…

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Are you serving individuals or are you serving families? There’s a huge difference! None of your clients’ financial lives exist in a vacuum. Your clients make decisions that impact others and vice versa. One top…

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You’ve set an appointment with a brand-new prospect (virtual or in-person). That’s great! Now… what is your plan to engage with that new prospect before the meeting? If you can enhance both the value connection…

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There are two ways to be appropriately proactive for introductions: TODAY – I’m going to focus on Promoting Introductions. BUT before I give you some ways to do this, I want to make two preliminary points. 5 Ways…

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We are human… therefore, we have made assumptions about the client acquisition process that guides our actions. Some of these assumptions serve us and some of them don’t. I’ve just launched my newest online academy…

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Spending time with your clients in a non-business, social setting will bring many benefits to both you and them. Whether it’s sharing a meal like breakfast, lunch or dinner, or enjoying activities such as drinks, golf, or…

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In his book, Atomic Habits, James Clear writes, “Your outcomes are a lagging measure of your habits. Your net worth is a lagging measure of your financial habits. Your weight is a lagging measure of your…

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TRUE OR FALSE? My satisfied clients will provide me with introductions to all the Right-Fit Clients™ can handle.             FALSE – Ongoing research conducted by Julie Littlechild (Absolute Engagement) has demonstrated that satisfied clients are…

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