Tag: value

Some advisors shy away from creating referral opportunities during bear and volatile markets, while others seize on the opportunities that are all around them. Here are some suggested perspectives and actions that I believe will help you through this or any bear or volatile market.

How many times has a client asked you, “What makes you different?” or “How are you different from other advisors?” What most of your prospects and clients are asking (usually to themselves) is, “Are you right for me?”

I’d like to tell you a very short story about an advisor who used his Client-Focused WHY to land a $1.5M client. While I’ve changed the name of the advisor to protect him from his…

Would you like to create a reputation for yourself that attracts more Right-Fit Clients™?  Would you like to move further away from push prospecting and toward attraction marketing? The first thing you want to do…

If you want to attract more Right-Fit Clients™ you need to deliver remarkable value. Value that gets your clients talking about you to others. Value that is worthy of remark. When I interview top producing…

Getting referrals and introductions without asking for them is probably the most fun way to grow your business – especially if you’re getting introduced to the right types of people. In this blog, I’ll provide…

EXCERPTED FROM BILL’S NEWEST BOOK: Radical Relevance If a high-level prospect or potential center of influence asked you, “What makes you different?”. Would you have an immediate, succinct, and confident answer? Do you struggle or…

Getting referrals faster in new relationships is all about providing immediate value. There are many ways to provide value in a brand-new relationship. Sometimes, just setting the appointment brings great value. You know this has…

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…

Some of the most successful businesses I’ve observed over my 40 years of running and coaching businesses are those businesses that are truly driven by their mission to bring value to their clients (and beyond)….