Author: Bill Cates

Would you like to create a reputation for yourself that attracts more Right-Fit Clients™?  Would you like to move further away from push prospecting and toward attraction marketing? The first thing you want to do…

“Walking away from potential new business.”  Now there’s a concept that you don’t often hear discussed.  I think there are 4 main situations in which a financial professional should be willing to walk away from…

Below is an email from a fairly new advisor who went through our training program to generate more introductions and communicate his value more effectively. You’ll quickly see that while this advisor is doing a…

In a previous blog titled Introductions 2.0, I discussed how an introduction will become more effective when the referral source tells the prospect why they are introducing you. I highly recommend you read that short…

One of my very first mentors in sales, Mark Wilensky, used to teach a concept he called “Total Wimp or Too Far?” On the far-left side of a horizontal line he’d write the letters TW….

My job is to make your job easier and more efficient. Especially when it comes to client acquisition. So, I’m always looking out for ideas to share. Some of these ideas are big strategies or…

Shall I start with stating the obvious? Because your prospects are busy and inundated with marketing-message overload, they have set up barriers to reaching them. Gaining their attention has never been harder. So then, the…

I have discovered three words that have made a huge difference for me in ALL aspects of my life. These three words can help you with any objection, from anyone, about anything. With one caveat,…

Famous football coach Vince Lombardi once said, “Fatigue Makes Cowards of Us All.”  Man is THAT the truth.  I would add… that when you’re tired, you’re more susceptible to negative thinking. There was a time…

To deliver a relevant message that will grab your prospect’s attention, you first need to know a few things about them. The more context you have, the more relevant your message will be. And if…