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Client Acquisition Tips from Bill Cates

When writing my new book, Radical Relevance, I reviewed a number of neuroscience studies to gain some insight into how we can use what is know about the brain in our efforts to attract more…

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In last week’s blog, How One Advisor Increased His Revenue by 50 Percent in 14 Months, I told you how Adam Cmejla created exponential growth by focusing his business on the financial lives of successful…

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“I’ve cut my prospecting time in half. My prospects reach out to me, most of them ready to get started.” This is what Indianapolis based financial advisor Adam Cmejla, CFP® told me in our recent…

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Don’t you hate it when you finally get a prospect to set an appointment and they cancel or even worse, they are a “no show?” And do you ever find yourself reluctant to confirm the…

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By default, clients tend to refer laterally (and down) on the economic ladder … but not up. So, how do we change this tendency? Educate Your Clients The first thing you want to do is…

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In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to…

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In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to…

READ MORE >

In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to…

READ MORE >

In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to…

READ MORE >

In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to…

READ MORE >

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