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Client Acquisition Tips from Bill Cates

GUEST BLOG from Jill Addison Founder, FA Client Machine   More and more professionals are turning to video as a way to engage with prospects and clients. My own financial advisor has a great set…

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Of all the strategies and tactics I’ve been teaching for 25 years – the most effective (therefore, most important) is what I call the Value Discussion.

In fact, I have a challenge for you that … should you choose to accept … I can almost guarantee will lead to you getting more unsolicited referrals and strengthening your client relationships. Are you ready?

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People are always asking me for specific, tangible ideas for increasing client engagement. So, since I always love an opportunity to share REAL things that REAL people are doing to produce REAL results, here are 4 things that Scott (a financial advisor in San Diego whom I’ve dubbed the “King of Wow”) has done to show his clients how much he cares… and turn them into advocates for his firm along the way.

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Over my 25 years of showing professionals how to acquire more ideal clients, I’ve heard it all and built an inventory of “out of the box” ideas that have proven successful.

As you read through these creative ideas, remember that ideas alone will not lead to an increase in your success. Only ACTING on these ideas will produce results…

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I know of at least two things you and I have in common. We’d both like 2019 to be our best year ever in business. Right? So here are 5 resolutions you and I need to make that we simply can’t break. Some of these may be reminders, and others may be a stretch. But all require action. As Yoda said to Luke Skywalker, “There is no try, only do!”

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I have a one-word theme for you for 2019. Clarity!

You’ve heard the expression, “A confused mind will not buy.” It’s true. A confused mind will not take action … be it respond to your messages, hire you as their advisor, follow your advice, etc. So, if you want to grow your business in 2019, it’s time to get crystal clear. Keep reading to learn how.

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A colleague of mine, Gail Goodman, recently said, “The newest mantra of our society is ‘If I don’t already know you, and you’re not in my phone, I don’t want to know you.’ So, how does an industry dependent on getting new clients survive with this thinking?

The answer? It’s time to get creative! Click to learn an easy and educational strategy for using breakfast meetings as a way for clients to introduce you to their friends and colleagues.

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Life is too short to not be a bit playful a good deal of the time. I know that that’s not true for everyone, but it generally works for me.

So, today, let’s discuss ways to inject a little humor into the client acquisition process. Here are 4 areas where you can have some FUN with prospects & clients.

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You know what scares the pants off of me? A missed opportunity for a referral. Unfortunately, I see professionals falling victim to these 3 unconscious REFERRAL KILLERS way too often. The scary truth is, if you’re making any of these super-common (and easily avoidable) mistakes, you’re probably inadvertently sending all the wrong messages to your clients … and killing your chances for getting introduced.

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Sometimes the strength of a great introduction makes the “sales process” quick and painless. Your prospect knows what you do, wants what you have to offer, and is ready to take action. If this does not happen for you with at least 10-20% of your prospects, you probably aren’t securing strong enough introductions.

Here are 5 typical and costly mistakes I see professionals making in their efforts to convert a prospect into a client (and how to avoid them).

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