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Client Acquisition Tips from Bill Cates

I’m sorry to break this to you, but not all your clients are going to introduce you to others. With that said, knowing why many clients don’t like to refer and what you can do…

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Are you getting referrals or introductions without asking for them?  You should be, you know. Your ability to generate unsolicited referrals is a barometer of your referability. While there are a number of factors that…

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I have never been a big fan of generic requests for referrals/introductions – either via email or regular mail. With that said, I think that part of your effort to build your firm’s culture of…

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Bring-a-Guest events have long been a staple in financial services as a way to meet qualified prospects. But what about in this virtual world we’re living in at the moment? Can Social Event Marketing still…

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If you want to attract more Right-Fit Clients™ you need to deliver remarkable value. Value that gets your clients talking about you to others. Value that is worthy of remark. When I interview top producing…

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Getting referrals and introductions without asking for them is probably the most fun way to grow your business – especially if you’re getting introduced to the right types of people. In this blog, I’ll provide…

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EXCERPTED FROM BILL’S NEWEST BOOK: Radical Relevance If a high-level prospect or potential center of influence asked you, “What makes you different?”. Would you have an immediate, succinct, and confident answer? Do you struggle or…

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EXCERPTED FROM BILL’S NEWEST BOOK: Radical Relevance Becoming and remaining relevant to your prospects and clients—and communicating your relevance in a clear way—is foundational to your business success. Here are a few of the many…

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You may be killing your opportunities for more and better referrals without even realizing. Almost everyday I see messages advisors send to their clients and other referral sources that work against their ability to generate…

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  If someone isn’t right for your business, you’re probably not the right advisor for them. Agree?   It’s important that we create win-win situations.   What I’m about to share with you might take…

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