Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!

Listen + Subscribe Now

Get More Clients Blog

Client Acquisition Tips from Bill Cates

Backyard barbecues, boat outings, and sporting events are hallmarks of a fun summer.  You’ll be spending time with friends, family, neighbors and total strangers. Make sure you save the “Repellent” for the mosquitoes, not the…

READ MORE >

In-person event marketing and introduction events are coming back. If you are interested in meeting more affluent and wealthy prospects, then introduction events need to be a part of your toolkit. There are many high-level…

READ MORE >

How you receive and process the referrals and introductions you get from clients and centers of influence will determine if these potential advocates provide you with more. I call this process of receiving referrals and…

READ MORE >

While very few people agree on exactly what makes up a great case study, most will agree that they’re a great form of social proof that can help grab the attention of a new client….

READ MORE >

No one likes to have their ideas, recommendations, or proposals rejected. We work in an industry where rejection goes with the territory. From where I sit, it appears to be human nature to have an…

READ MORE >

REMINDER:  When people learn about you, they will look for you on the internet. Odds are the first thing they look at is your LinkedIn profile. While your profile may not convert them into a…

READ MORE >

Have you ever experienced something like this? You attend a social event with your spouse or partner. Upon your return your partner is mad at you because you didn’t spend enough time with him/her– or…

READ MORE >

If you want your prospects to actually read your emails, there are two main tasks at hand. First – Write a relevant and interesting email that will get their attention. Awhile back, I wrote a blog post…

READ MORE >

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 >

Referral Coach