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Client Acquisition Tips from Bill Cates

Of all the strategies and tactics I’ve been teaching for 25 years – the most effective (therefore, most important) is what I call the Value Discussion.

In fact, I have a challenge for you that … should you choose to accept … I can almost guarantee will lead to you getting more unsolicited referrals and strengthening your client relationships. Are you ready?

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People are always asking me for specific, tangible ideas for increasing client engagement. So, since I always love an opportunity to share REAL things that REAL people are doing to produce REAL results, here are 4 things that Scott (a financial advisor in San Diego whom I’ve dubbed the “King of Wow”) has done to show his clients how much he cares… and turn them into advocates for his firm along the way.

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If “location, location, location!” are the prime rules of real estate, then “personalization, personalization, personalization!” are the prime rules of email. In this article, I share my formula for drafting the perfect email message to prospects, including the 5 parts that I believe every message must have in order to be effective.

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Over my 25 years of showing professionals how to acquire more ideal clients, I’ve heard it all and built an inventory of “out of the box” ideas that have proven successful.

As you read through these creative ideas, remember that ideas alone will not lead to an increase in your success. Only ACTING on these ideas will produce results…

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I know of at least two things you and I have in common. We’d both like 2019 to be our best year ever in business. Right? So here are 5 resolutions you and I need to make that we simply can’t break. Some of these may be reminders, and others may be a stretch. But all require action. As Yoda said to Luke Skywalker, “There is no try, only do!”

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I have a one-word theme for you for 2019. Clarity!

You’ve heard the expression, “A confused mind will not buy.” It’s true. A confused mind will not take action … be it respond to your messages, hire you as their advisor, follow your advice, etc. So, if you want to grow your business in 2019, it’s time to get crystal clear. Keep reading to learn how.

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A colleague of mine, Gail Goodman, recently said, “The newest mantra of our society is ‘If I don’t already know you, and you’re not in my phone, I don’t want to know you.’ So, how does an industry dependent on getting new clients survive with this thinking?

The answer? It’s time to get creative! Click to learn an easy and educational strategy for using breakfast meetings as a way for clients to introduce you to their friends and colleagues.

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Do you hate networking events as much as I do? Believe it or not, when I attend business events, unless I’m there to give a speech, I turn pretty shy.  Because of that, I’ve forced myself to develop some effective strategies and methods I hope you find helpful. Check out these 21 effective tips for connecting with people at networking events that even the “haters” can embrace.

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Imagine you’re relaxing in the Lazy Boy in the family room, following a big holiday dinner with your family, and your sister’s new beau plops down on the sofa next to you and asks the…

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Life is too short to not be a bit playful a good deal of the time. I know that that’s not true for everyone, but it generally works for me.

So, today, let’s discuss ways to inject a little humor into the client acquisition process. Here are 4 areas where you can have some FUN with prospects & clients.

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