Tag: Scripts

After more than 30 years of coaching financial professionals and interviewing hundreds of top advisors on my Top Advisor Podcast (now in the top 3% of podcasts worldwide), I can tell you this with total…

In a past blog, I covered the neuroscience behind the incredible power of getting your clients to speak out loud the value of the work you’re doing together. (SEE:  Unlocking the Power of Value Discussions)…

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…

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.

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…

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.

In-person event marketing and introduction events are coming back. If you are interested in meeting more affluent and wealthy prospects, then introduction events need to be a part of your toolkit. There are many high-level…

Did you know that that there are some people who actually like making cold calls?

If you do a search on the internet to see if Cold Calling is dead or alive, you’ll get mixed messages. Some people teach “Cold Calling Tips” and “How to Cold Calls” and “Cold Calling Techniques.”

One guy wrote, “You could poke me in the eye with a sharp stick before I’ll make cold call.” Where do you stand on this age-old, fear-ridden prospecting strategy?

Word of mouth is great, but most businesses can’t count on that for the growth they desire.

And referrals are worthless! You heard me right. Referrals are worthless… unless you turn them into introductions. If you never get connected to the new prospect, it’s unlikely they’ll return your call or respond to your email.

This is where the client acquisition process often breaks down for many – actually getting connected to their new prospect.

I think you’re going to like this article I just read on Horsesmouth. Using the research and writings of Robert Cialdini, Dan Richards shows how the use of just one word might make a huge difference in how you qualify prospects and increase your ability to set appointments and covert prospects into new clients. Follow this link to the entire article: