INTERESTED IN HIRING BILL TO SPEAK? Talk to Bill

Get More Clients Blog

Client Acquisition Tips from Bill Cates

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…

READ MORE >

[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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

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…

READ MORE >

I’m sorry to break this to you, but not all your clients are going to introduce you to others. With that said, knowing why many clients don’t like to refer and what you can do…

READ MORE >

Are you getting referrals or introductions without asking for them?  You should be, you know. Your ability to generate unsolicited referrals is a barometer of your referability. While there are a number of factors that…

READ MORE >

I have never been a big fan of generic requests for referrals/introductions – either via email or regular mail. With that said, I think that part of your effort to build your firm’s culture of…

READ MORE >