Category: Referral Commitment

Grow a Mission-Driven Business

April 1, 2020Posted by Bill Cates

Some of the most successful businesses I’ve observed over my 40 years of running and coaching businesses are what I’ve termed a mission-driven business. The leaders of these businesses are passionate about transformation – the transformation of their business through transforming their clients. They are clear on who they serve, how they serve them, and…

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How to Talk about Referrals and Introductions in a Volatile Market

March 18, 2020Posted by Bill Cates

“Bill – I was thinking that the volatile market conditions we’re experiencing might be a great time to ask for referrals. What do you think?” That was a question posed to me in a workshop about a week ago. The answer isn’t a simple “yes” or “no.” As usual, “It depends.” 3 Possible Approaches to…

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How to Attract Clients with Brain-Friendly Messaging

March 11, 2020Posted by Bill Cates

When writing my new book, Radical Relevance, I reviewed a number of neuroscience studies to gain some insight into how we can use what is know about the brain in our efforts to attract more Right-Fit Clients™ and move them to take action. In this and subsequent articles, I’ll show you what I learned (and…

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How to Acquire More Ideal Clients (Without Adding to Your Marketing Budget)

March 4, 2020Posted by Bill Cates

In last week’s blog, How One Advisor Increased His Revenue by 50 Percent in 14 Months, I told you how Adam Cmejla created exponential growth by focusing his business on the financial lives of successful optometrists. In today’s blog, I’ll provide another real-life example of how financial advisor, Jayson Lowe, has found a way to…

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How One Advisor Increased His Revenue by 50 Percent in 14 Months

February 25, 2020Posted by Bill Cates

“I’ve cut my prospecting time in half. My prospects reach out to me, most of them ready to get started.” This is what Indianapolis based financial advisor Adam Cmejla, CFP® told me in our recent interview. He continued, “In the last 14 months, I’ve increased my revenue by 50 percent.” Finding the Right Target Market…

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How to Get Your Appointments to Stick

February 19, 2020Posted by Bill Cates

Don’t you hate it when you finally get a prospect to set an appointment and they cancel or even worse, they are a “no show?” And do you ever find yourself reluctant to confirm the appointment for fear that it will give your prospects an opportunity to cancel? This topic came up during a recent…

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How to Get “Referred Up” (to More Ideal Clients)

February 11, 2020Posted by Bill Cates

By default, clients tend to refer laterally (and down) on the economic ladder … but not up. So, how do we change this tendency? Educate Your Clients The first thing you want to do is to educate all of your “A” and “B+” clients as to the people you serve the best – people much…

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RULE #7: Market to people.

February 6, 2020Posted by Bill Cates

In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to consume, and extremely valuable to your business (I promise). To check out all 17 Rules of Radical Relevance, click here. …

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RULE #6: Differentiation for Differentiation’s Sake is Worthless.

January 23, 2020Posted by Bill Cates

In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to consume, and extremely valuable to your business (I promise). To check out all 17 Rules of Radical Relevance, click here. …

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RULE #5: Only Differences that Matter, Matter.

January 14, 2020Posted by Bill Cates

In my book Radical Relevance, I lay out The 17 Rules of Radical Relevance. I will be recording short videos for each one of these rules. They will be quick and easy for you to consume, and extremely valuable to your business (I promise). To check out all 17 Rules of Radical Relevance, click here. …

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