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Client Acquisition Tips from Bill Cates

Getting referrals faster in new relationships is all about providing immediate value. There are many ways to provide value in a brand-new relationship. Sometimes, just setting the appointment brings great value. You know this has…

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Has this ever happened to you? A client said they are willing to introduce you to a friend, a family member, a colleague. They said they were going to reach out to that person, yet…

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All prospecting and no marketing can lead to frustration and burnout. This may seem counter intuitive, but for many reasons, building your business purely on prospecting will often result in an uneven flow of prospects….

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Prefer to watch than read? Check out the video below. The Classic Email In this first example your referral source (your client or your center of influence) sends the email to the prospect including you…

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Now, there are some differences between the telephone and GoToMeeting or Zoom where there’s a video function. Over the telephone, its usually going to be a pretty short conversation. I recommend you come prepared with…

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Are you enjoying working from home? Maybe you thrive with your children playing around your desk, your dogs barking in the background, your cat walking across your keyboard in the middle of a Zoom call,…

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In a recent Zoom call with Gerry (a veteran advisor hailing from North Carolina), Gerry told me, “I’m trying to strike a balance between reaching out to my clients as a good listener – to…

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Some of the most successful businesses I’ve observed over my 40 years of running and coaching businesses are those businesses that are truly driven by their mission to bring value to their clients (and beyond)….

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“Bill – I was thinking that the volatile market conditions we’re experiencing might be a great time to ask for referrals. What do you think?” That was a question posed to me in a workshop…

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When writing my new book, Radical Relevance, I reviewed a number of neuroscience studies to gain some insight into how we can use what is know about the brain in our efforts to attract more…

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