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Tag: client connections

By Bill Cates, CSP, CPAE

On a recent group coaching call, one of the members of our elite group told us how he had used the VIPS Method™ to generate several introductions that turned into new clients. (The process works – if you work it).

He asked, “I want to go back to this client and ask again, but I’m not sure if or when I should do that.” The good news is that you can continue to ask clients for introductions, but you have to be mindful of two very important things.

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Do you and your team know all the value you can bring to your client’s lives? Do your clients know all the value you bring or can bring to their lives? Consider these two thoughts: What Financial Advisors Do…

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Everyone is talking about “The Big Transfer of Wealth” that has already started. What does this mean for your business? Is there a benefit to you to use the referral process to reach these younger clients? The…

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In a recent Zoom call with Gerry (a veteran advisor hailing from North Carolina), Gerry told me, “I’m trying to strike a balance between reaching out to my clients as a good listener – to…

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