INTERESTED IN HIRING BILL TO SPEAK? Talk to Bill

Get More Clients Blog

Client Acquisition Tips from Bill Cates

Shall we get super tactical this week?  In our V.I.P.S. Method for Asking for Referrals™ the “S” stands for Suggest Names & Categories. The best way to begin your request for introductions – the bullseye…

READ MORE >

When you hop on a call (phone or Zoom) with a new prospect, do you wing it each time? Or do you have a specific process that you prefer to follow? If you’re like me,…

READ MORE >

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…

READ MORE >

“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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

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….

READ MORE >

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…

READ MORE >

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…

READ MORE >

One of the biggest obstacles to turning a prospect into a client is inertia – the inertia of the prospect. Sometimes, making a change can be hard for them. They may keep their head in…

READ MORE >