Get More Clients Blog

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…

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…

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…