Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!

Listen + Subscribe Now

Get More Clients Blog

Client Acquisition Tips from Bill Cates

Just because you create a vision and a plan to address all of your client’s fears and concerns doesn’t mean those fears and concerns automatically disappear forever. 

READ MORE >

While it’s difficult to generalize about what prospects consider when deciding to work with you, there is a common denominator in every decision. Your prospects are consciously or unconsciously asking themselves, “Is he/she right for me?” 

READ MORE >

Have you ever had a client ask you, “What should I tell others about you?” And did you have a very simple answer for them; an answer that they would remember and effective enough to compel someone to want to meet you? This is a perfect example of where the phrase less is more might be applied.

READ MORE >

Have you ever had a client ask you, “What should I tell others about you?” And did you have a very simple answer for them; an answer that they would remember and effective enough to compel someone to want to meet you? This is a perfect example of where the phrase less is more might be applied.

READ MORE >

Some advisors shy away from creating referral opportunities during bear and volatile markets, while others seize on the opportunities that are all around them. Here are some suggested perspectives and actions that I believe will help you through this or any bear or volatile market.

READ MORE >

How many times has a client asked you, “What makes you different?” or “How are you different from other advisors?” What most of your prospects and clients are asking (usually to themselves) is, “Are you right for me?”

READ MORE >

Your prospects want to know if you’re right for them. With that said, if you’re going to talk about what makes you different, I suggest you find something that actually sets you apart from other advisors.

READ MORE >

The seminar environment can be a powerful way to add value to your existing client relationships AND position yourself as a valuable resource to prospective clients. 

READ MORE >

LinkedIn’s primary goal is to keep people on the platform.  Keeping this in mind at all times will impact what and how you post, and therefore, increase the likelihood your posts will gain more traction.

READ MORE >

Have you noticed how hard it is to reach prospects these days; even when you’re working from introductions? Some prospects in some niches are particularly hard to reach. For instance, physicians, surgeons, and dentists – to name a few – are harder to reach than others.

Here are three strategies worth considering to get any prospect to take notice and at least respond to your email or voice mail message.

READ MORE >

Referral Coach