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Client Acquisition Tips from Bill Cates

In last week’s blog, How One Advisor Increased His Revenue by 50 Percent in 14 Months, I told you how Adam Cmejla created exponential growth by focusing his business on the financial lives of successful…

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“I’ve cut my prospecting time in half. My prospects reach out to me, most of them ready to get started.” This is what Indianapolis based financial advisor Adam Cmejla, CFP® told me in our recent…

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Don’t you hate it when you finally get a prospect to set an appointment and they cancel or even worse, they are a “no show?” And do you ever find yourself reluctant to confirm the…

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Educate Your Clients Qualify Your Prospects for the Right Match Prefer to watch than read? Check out the video above. P.S. Don’t keep this video blog a secret!

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RADICAL RELEVANCE RULE #7: Market to people. An industry and a company are made up of people. Ensure that your message speaks to the individuals who will actually hear it. Prefer to watch than read?…

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RADICAL RELEVANCE RULE #6: Differentiation for differentiation’s sake is worthless. Prefer to watch than read? Check out the video above. P.S. Don’t keep this video blog a secret!

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RADICAL RELEVANCE RULE #5: Only differences that matter, matter. Prefer to watch than read? Check out the video below. P.S. Don’t keep this video blog a secret!

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RADICAL RELEVANCE RULE #4: Meet Your Prospects Where They Are. Prefer to watch than read? Check out the video below. P.S. Don’t keep this video blog a secret!

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RULE #3: Value is in the Eye of the Beholder Prefer to watch than read? Check out the video below. P.S. Don’t keep this video blog a secret!

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RADICAL RELEVANCE RULE #2: Give your clients a seat at the table. Prefer to watch than read? Check out the video below.

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