Tag: value

Do your clients and centers of influence “trust” your referral process? ⬇️ Read below or WATCH FULL video on YouTube How you receive and process the referrals and introductions you get from clients and COIs…

According to a recent report from Invesco Global Consulting, top-quartile advisory teams maintain an average of 4.3 formal strategic partnerships, more than twice the average of lower-performing firms. Those same top-performing advisors also generate 29%…

Money can expand. You can always make more money – for your clients and yourself. But not time!  You simply can’t make more time. Here’s the irony… As advisors,  we optimize portfolios… and we often…

Today’s blog is a “Sneak Preview” into my upcoming WEBINAR:Unsolicited Referrals: Creating Effective AdvocatesWednesday, April 22 – 1:00pm Eastern Many financial advisors will tell you they want to meet their ideal clients through referrals. After all, who doesn’t…

If you’re relying on clients to make direct introductions, you’re probably leaving some referrals on the table. Many of your clients want to advocate for you.  They just need a softer way. And that usually…

Let’s get something straight right out of the gate. Yes, you should show up on time. Yes, you should do what you say, finish what you start, and say please and thank you. Dan Sullivan…

Make and keep these following resolutions and you’ll avoid looking like The Creepy Referral Guy in 2025. No begging, pushing, or other creepy referral behavior allowed! Bonus Resolution 13. Bring Bill Cates into your organization – virtually or in-person…

Picture this: You’re sinking into the plush embrace of a Lazy Boy, basking in the post-turkey glow of a family feast, when your sister’s latest beau, a chap you’ve barely exchanged two words with, decides to…

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.

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…