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Client Acquisition Tips from Bill Cates

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,…

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During this pandemic, quite a few advisors are expressing frustration that it is taking longer to convert prospects into clients. How about you? Taking longer? About the same? I decided to do an unscientific study…

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What’s better than a happy and loyal client? A happy and loyal client who has become an ADVOCATE for your business. First, advocates recommend you. They vouch for you. Second, they pay attention to the…

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In 1956, Earl Nightingale released the very first motivational record entitled, “The Strangest Secret.” This record sold over one million copies.  And “the secret?”   What you think about you become. In 1972, a wise man…

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In a previous blog post, I covered three effective ways to get introduced through an email. It came with a short video you might find helpful. Feel free to check it out HERE:  https://referralcoach.com/introductions-in-a-virtual-world/ As…

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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…

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This is The Business Builders Podcast – 2-minute edition. These short episodes are designed to provide you with ideas, strategies, and tactics that you can use to impact yourself and your business. A very wise…

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Let’s set the scene. You’ve been introduced through email to a new, in-segment, prospect by a great client. The prospect responded to your email request for a short (15-minute) call to get the conversation started…

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Using in-person networking as a key part of your client-acquisition strategy is not restricted to new financial professionals. I just interviewed a very high-level advisor who still uses events and other social gatherings to discover…

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I often joke that it seems like the only people making money using LinkedIn are the people who are selling you a process to use LinkedIn.  In all my interviews and coaching sessions with advisors…

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