Author: Bill Cates

Studies have proven that while most satisfied clients are loyal, there is a low correlation between client satisfaction and providing referrals, a.k.a., advocacy.

Most financial professionals seem to view the words selling or sales or salesperson as dirty words. Do you? 

Are you beginning to think about your goals for next year? – Here are 2 goals types of goals you should be creating and 2 mistakes to avoid.

The lifetime value of our clients is not just how you may serve them over a lifetime, it’s also who they can introduce you to over the lifetime of the relationship.  You may be missing opportunities to: 

One might argue that if your business doesn’t remain on the cutting edge of relevance, its doomed to extinction (or at least lackluster performance over time).

Taken directly from my book Radical Relevance, here are the 17 Rules of Radical Relevance. Don’t follow them at your own risk.

Many of your clients are nervous about the market, the economy, and all the other things going on in the world.  Your mission (should you accept it) is to ease their fears and reduce their stress – as best you can.

One way many advisors make it easy and comfortable for their clients to introduce them is by providing them with some sort of tool to use.  Allow me to explain…
I’ve seen advisors use tools such as guides, checklists, short assessments, videos, books, and podcast episodes.

Is a strategic presence on LinkedIn important to your business growth? Yes, it probably is. Do you need to spend a lot of resources with LinkedIn to be successful in this business? No, probably not.
The people making the most money with LinkedIn are the people trying to convince you to use them to either create content, run your LinkedIn activity, or both.

Just because you create a vision and a plan to address all of your client’s fears and concerns doesn’t mean those fears and concerns automatically disappear forever. 

While it’s difficult to generalize about what prospects consider when deciding to work with you, there is a common denominator in every decision. Your prospects are consciously or unconsciously asking themselves, “Is he/she right for me?”