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Client Acquisition Tips from Bill Cates

Are you ready to tip-off a little Referral Marketing fun that coincides with college basketball’s March Madness?

Here are the ideas. Keep reading to get the details.

Foul #1 – Missing the super high-percentage shots

Foul #2 – Not following through

Foul #3 – Not having a strategy for breaking down the defense

Foul #4 – Not making enough assists

Foul #5 – Not valuing your cheerleaders enough


I get asked that question several times a year. The short answer is, “Don’t waste your time.” Sure, lightning strikes from time to time, but I recommend you use a letter for a different, though…


Here are 10 things you must do to increase your chances of turning prospects into clients:   Know your prospect before meeting with them. Learn a few things about your prospect from your referral source…


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…


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?


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.


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…


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!”


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.


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.


Referral Coach