Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!

Listen + Subscribe Now

Get More Clients Blog

Client Acquisition Tips from Bill Cates

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…

READ MORE >

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!”

READ MORE >

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.

READ MORE >

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.

READ MORE >

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.

READ MORE >

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.

READ MORE >

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).

READ MORE >

I have a colleague who told me that he never pays attention to his competition. He doesn’t care what they do. He just focuses on his business. On the other hand, knowing your competition can certainly be useful.

Here are three views on talking about your competitors for you to consider and apply to your business. You’ll see that they are not mutually exclusive; but can (and should) be blended together for maximum effectiveness.

READ MORE >

Don’t you just hate it when a prospect, seemingly very interested in the work you do, suddenly stops returning your calls and e-mails without an explanation as to why? Regardless of the reason why they “froze” in the first place, here are 5 things you can do to thaw out these cold prospects.

READ MORE >

Getting a consistent flow of referrals and introductions from advocates is not just about asking for them. It’s about creating a culture of referrals and introductions. Here are 5 simple things you can do to enhance that referral culture in your office – that will help you receive more unsolicited referrals and introductions to Right-Fit Clients™.

READ MORE >

Referral Coach