Get More Clients Blog
Client Acquisition Tips from Bill Cates
The secret sauce that turns clients into advocates is the Business Friendship. Financial advisor Lester Matlock’s unique philosophy, combined with a distinctive twist of helping clients fulfill their bucket list items, has propelled his practice to enviable success….
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Are you asking enough of the right questions? Asking questions and listening well, will… Below is a BIG LIST of questions for you to consider asking your prospects and clients. But probably NOT in one sitting! This is…
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The trend is clear. More and more advisors are finding value in narrowing their focus to target a well-defined niche or target market. Here are the results of an unscientific LinkedIn poll I conducted recently… Benefits of Focusing…
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This is a guest article from Petrus Productivus with www.HeroicProductivity.com. Are your ambitious goals often delayed by the dread of tackling difficult tasks? Here’s a game-changing strategy, helping you cultivate heroism daily to accelerate your…
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In 1940, Albert Gray delivered a speech to the National Association of Life Underwriters at their annual convention. This short but powerful speech was then reproduced into a little book (more like a pamphlet), that…
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The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial ProfessionalsUse to Win More Ideal…
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The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial ProfessionalsUse to Win More Ideal…
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The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial ProfessionalsUse to Win More Ideal…
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Lead Programs – Recipe for Mediocrity? While preparing for an in-person workshop with a financial firm, I was interviewing one of their newer advisors. He was telling me about one of their lead programs designed…
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Excerpted from Bill’s new book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Win More Ideal Clients This article is Part 2 of a 6-part series. To access Part 1, CLICK HERE….
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