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Client Acquisition Tips from Bill Cates

Are you wondering what a guy taking an axe to his beard has to do with growing your business with referrals and introductions?

You have to hear this quick, fun story about how a financial rep generated the most referral activity he ever had in a 45-day period AND had a ton of fun doing it.

More importantly, his clients had fun with the entire process and he’s still getting residual referrals and introductions without even asking.


Have you ever been part of a networking group where all the referrals seem to go to the gift basket lady, the printer, and the handyman who get all the referrals?

No surprise there. It’s a much easier referral to give.

In one week, I had 3 conversations with 3 financial professionals who were members of a formal networking group, but not having great results getting referrals.

What’s that all about? After all, every member is supposed to provide referrals to the other members.


The easier you can make it for people to introduce others to you, the more likely they’ll do it. Here is an easy 3-step digital strategy that you can set up to help make it very easy for your clients, centers of influence, and other advocates to provide you with quality introductions.


I was having lunch with a financial professional last Friday and discovered that he has a “hole in his WHY.”

Meaning… he didn’t talk about his WHY is as powerful and effective way as possible. Therefore, he was missing opportunities to create strong engagement with prospects and clients.

I asked him to tell me what he told his prospects and clients about WHY he did what he did… WHY he believed in his work.


I want you to think back to your high school or university psychology class. Do you remember learning about Maslow’s Hierarchy of Needs?   I always remember that the first level is physiological like: breathing, food,…


You got connected with a prospect. Yay! You even had a phone call or in-person meeting with them. Double Yay! Then what? Crickets! They stop returning your phone calls. What happened?

You probably didn’t create a compelling reason to take action now.

Have you ever asked a prospective client, “What is the cost (or risk) of not addressing this issue?”


“How should I reward people for giving me referrals?” A common question… without one perfectly right answer. Is a Rolex too much? Yes! What about a gift card to Starbucks? Probably!

In some industries – like financial services – you could easily get in trouble if you “thank” or “reward” for referrals and introductions in the wrong way.

Beyond a handwritten thankyou note (which should be the bare minimum), what’s the right strategy for you? Join me inside our blog and I’ll give you some ideas.


Have you noticed that when it comes to getting referrals (introductions) from centers of influence (Referral Partners) that some people are naturals – and some struggle along to make this important strategy work?

Which are you? A natural? A struggler? (Is that even a word?)

This week, I want to show you what one of my clients is doing to create great results for his business. The strategy is simple and it just might fit your business.

I think it’s worth 2 minutes to check it out…


The value of a great center of influence or Referral Partner can far surpass the value of your biggest client. Are you maximizing your Referral Partners? Are you sure?

Are you making these mistakes?
• Assuming you’re referable?
• Assuming they know how to introduce you?
• Assuming they know who you serve the best?

Apply these 8 simple strategies + a bonus idea, and get ready for more introductions from high-trust sources in your community.


“Darn it! I forget to mention referrals with this client?” How many times have you thought that?

Remember when you were a child and your school teacher was teaching you how to cross the street with a traffic light? I think my daughter even had a song she used to sing.

Green means go. Red means stop! Yellow means be careful. Right?

Here’s a simple idea I learned from a participant on a recent webinar. He calls it “The Green Light Strategy.” See if this “lights you up!”


Referral Coach