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Client Acquisition Tips from Bill Cates

One might argue that if your business doesn’t remain on the cutting edge of relevance, it’s doomed to extinction (or at least lackluster performance over time). Taken directly from my book Radical Relevance, and the subject of my October…

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The power of referrals is akin to the magic of compound interest. Just as a wisely invested dollar grows exponentially over time, a well-nurtured referral culture can transform a trickle of client introductions into a…

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In the world of rifle marksmanship, there is a widely embraced mantra: “Aim small, miss small.” This principle underscores the idea that focusing on a very specific, small part of a target minimizes the margin…

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The secret sauce that turns clients into advocates is the Business Friendship. Financial advisor Lester Matlock’s unique philosophy, combined with a distinctive twist of helping clients fulfill their bucket list items, has propelled his practice to enviable success….

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Are you asking enough of the right questions? Asking questions and listening well, will… Below is a BIG LIST of questions for you to consider asking your prospects and clients. But probably NOT in one sitting! This is…

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The trend is clear. More and more advisors are finding value in narrowing their focus to target a well-defined niche or target market. Here are the results of an unscientific LinkedIn poll I conducted recently… Benefits of Focusing…

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This is a guest article from Petrus Productivus with www.HeroicProductivity.com. Are your ambitious goals often delayed by the dread of tackling difficult tasks? Here’s a game-changing strategy, helping you cultivate heroism daily to accelerate your…

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In 1940, Albert Gray delivered a speech to the National Association of Life Underwriters at their annual convention. This short but powerful speech was then reproduced into a little book (more like a pamphlet), that…

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The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals:  The Words & Scripts Financial ProfessionalsUse to Win More Ideal…

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The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals:  The Words & Scripts Financial ProfessionalsUse to Win More Ideal…

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