Category: Get More Clients

The power of referrals is akin to the magic of compound interest. Just as a wisely invested dollar grows exponentially over time, a well-nurtured referral culture can transform a trickle of client introductions into a…

In the world of rifle marksmanship, there is a widely embraced mantra: “Aim small, miss small.” This principle underscores the idea that focusing on a very specific, small part of a target minimizes the margin…

The secret sauce that turns clients into advocates is the Business Friendship. Financial advisor Lester Matlock’s unique philosophy, combined with a distinctive twist of helping clients fulfill their bucket list items, has propelled his practice to enviable success….

The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals:  The Words & Scripts Financial ProfessionalsUse to Win More Ideal…

The Language of Asking for Introductions Without Pushing, Begging, or Looking Like The Creepy Referral Guy Excerpted from Bill’s new book… The Language of Referrals:  The Words & Scripts Financial ProfessionalsUse to Win More Ideal…

You are in the evidence business! Your prospects need to see the evidence that you are the right fit for them. Your prime evidence building tools are: In today’s blog, I’m going to focus on the stories that come from…

Let’s get right to the point: If you’re adept at marketing, you’ll substantially reduce your need for traditional prospecting. Establish a robust reputation within a specific target market and become highly referable—this will draw interested…

Stop confusing your prospects and clients! That’s a strong statement, I know. When you use terms that your prospects and clients may not understand, you risk confusing them. Or even worse – offending them. And…

Are you serving individuals or are you serving families? There’s a huge difference! None of your clients’ financial lives exist in a vacuum. Your clients make decisions that impact others and vice versa. One top…

There are two ways to be appropriately proactive for introductions: TODAY – I’m going to focus on Promoting Introductions. BUT before I give you some ways to do this, I want to make two preliminary points. 5 Ways…