Get More Clients Blog

Client Acquisition Tips from Bill Cates

How One Advisor is Handling His Clients

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In a recent Zoom call with Gerry Malmo (a veteran advisor hailing from Winston-Salem, NC), Gerry told me, “I’m trying to strike a balance between reaching out to my clients as a good listener – to do my best to ease their concerns – and suggest some important steps they should consider taking.” Can you…

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Grow a Mission-Driven Business

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Some of the most successful businesses I’ve observed over my 40 years of running and coaching businesses are those businesses that are truly driven by their mission to bring value to their clients (and beyond). The leaders of these businesses are passionate about transformation – the transformation of their business through transforming their clients. They…

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How to Talk about Referrals and Introductions in a Volatile Market

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“Bill – I was thinking that the volatile market conditions we’re experiencing might be a great time to ask for referrals. What do you think?” That was a question posed to me in a workshop about a week ago. The answer isn’t a simple “yes” or “no.” As usual, “It depends.” 3 Possible Approaches to…

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How to Attract Clients with Brain-Friendly Messaging

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When writing my new book, Radical Relevance, I reviewed a number of neuroscience studies to gain some insight into how we can use what is know about the brain in our efforts to attract more Right-Fit Clients™ and move them to take action. In this and subsequent articles, I’ll show you what I learned (and…

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How to Acquire More Ideal Clients (Without Adding to Your Marketing Budget)

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In last week’s blog, How One Advisor Increased His Revenue by 50 Percent in 14 Months, I told you how Adam Cmejla created exponential growth by focusing his business on the financial lives of successful optometrists. In today’s blog, I’ll provide another real-life example of how financial advisor, Jayson Lowe, has found a way to…

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target market

How One Advisor Increased His Revenue by 50 Percent in 14 Months

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“I’ve cut my prospecting time in half. My prospects reach out to me, most of them ready to get started.” This is what Indianapolis based financial advisor Adam Cmejla, CFP® told me in our recent interview. He continued, “In the last 14 months, I’ve increased my revenue by 50 percent.” Finding the Right Target Market…

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5 Strategies to Help Your Appointments to Stick

How to Get Your Appointments to Stick

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Don’t you hate it when you finally get a prospect to set an appointment and they cancel or even worse, they are a “no show?” And do you ever find yourself reluctant to confirm the appointment for fear that it will give your prospects an opportunity to cancel? This topic came up during a recent…

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How to Get Referred Up | Bill Cates

How to Get “Referred Up” (to More Ideal Clients)

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By default, clients tend to refer laterally (and down) on the economic ladder … but not up. So, how do we change this tendency? Educate Your Clients The first thing you want to do is to educate all of your “A” and “B+” clients as to the people you serve the best – people much…

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Radical Relevance Rule #7: Remember that you're marketing to people.

RULE #7: Market to people.

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In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to consume, and extremely valuable to your business (I promise). To check out all 17 Rules of Radical Relevance, click here. …

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Radical Relevance Rule #6: Differentiation for differentiation's sake is worthless.

RULE #6: Differentiation for Differentiation’s Sake is Worthless.

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In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to consume, and extremely valuable to your business (I promise). To check out all 17 Rules of Radical Relevance, click here. …

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