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Client Acquisition Tips from Bill Cates

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…

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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…

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Is this “virtual world” here to stay.  Yup!    Okay, maybe not as prevailing as it is now for most of us, but the convenience and efficiency of virtual meetings is too tempting to have them…

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Very few financial professionals have cracked the code for creating truly productive relationships with CPAs. Most financial professionals are going about it all wrong and don’t even know it. Here are the three biggest mistakes…

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I’m sorry to break this to you, but not all your clients are going to introduce you to others. With that said, knowing why many clients don’t like to refer and what you can do…

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Are you getting referrals or introductions without asking for them?  You should be, you know. Your ability to generate unsolicited referrals is a barometer of your referability. While there are a number of factors that…

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Bring-a-Guest events have long been a staple in financial services as a way to meet qualified prospects. But what about in this virtual world we’re living in at the moment? Can Social Event Marketing still…

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If you want to attract more Right-Fit Clients™ you need to deliver remarkable value. Value that gets your clients talking about you to others. Value that is worthy of remark. When I interview top producing…

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Getting referrals and introductions without asking for them is probably the most fun way to grow your business – especially if you’re getting introduced to the right types of people. In this blog, I’ll provide…

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EXCERPTED FROM BILL’S NEWEST BOOK: Radical Relevance If a high-level prospect or potential center of influence asked you, “What makes you different?”. Would you have an immediate, succinct, and confident answer? Do you struggle or…

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