Author: Bill Cates

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…

Do you and your team know all the value you can bring to your client’s lives? Do your clients know all the value you bring or can bring to their lives? Consider these two thoughts: What Financial Advisors Do…

Everyone is talking about “The Big Transfer of Wealth” that has already started. What does this mean for your business? Is there a benefit to you to use the referral process to reach these younger clients? The…

Let’s dive into the exciting world where professionalism meets business friendship. POINT #1 One study of affluent clients demonstrated that while satisfied clients are highly loyal (98%), a low percentage (20%) provide referrals and make…

Let’s start with a physics lesson. Okay? To paraphrase Newton’s First Law of Motion:A body in motion tends to remain in motion. A body at rest tends to remain at rest. Unless what? Unless acted upon…

Have you every gotten to an athletic event early enough to watch the players warm up for the game?  Whatever the sport, most every athlete has their “pre-game routine” that put them in the right…

Traditionally, financial advisors have focused on affluent men as the primary decision-makers in their households. But not anymore!  There is a growing case for financial advisors focusing on affluent women. Women are becoming increasingly financially…

Do you hate networking events as much as I do? Believe it or not, when I attend business events, unless I’m there to give a speech, I turn pretty shy.  Because of that, I’ve forced myself to develop some effective strategies and methods I hope you find helpful. Check out these 21 effective tips for connecting with people at networking events that even the “haters” can embrace.

I’ve written about the topic of differentiation many times and I suppose I will continue to do so until I ride my bicycle (or kayak or golf cart) off into the sunset. In my latest…

Have you noticed that most of the prospects who convert into clients are going through some sort of life event that has put you and your work on their radar? Look… Any introduction to a…