Get More Clients Blog

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…

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…

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…

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…

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…

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…

[Excerpted from Radical Relevance – Sharpen Your Message, Cut Through the Noise, and Win More Ideal Clients by Bill Cates, CSP, CPAE] When writing my book Radical Relevance, I did a little poking into neuroscience…

To deliver a relevant message that will grab your prospect’s attention, you first need to know a few things about them. The more context you have, the more relevant your message will be. And if…

One of our biggest challenges in client acquisition is when a prospect is having trouble letting go of the relationship with their current financial professional. Of course, you strive to deliver great value and service…

On September 3 (2020), we conducted a survey of our subscribers, asking them to share their perspective about printed business cards. Were they dead?  Dying? Still a viable tool? As you might guess, the results…