Bill Cates's Blog, page 3

12 Resolutions to Avoid Being the Creepy Referral Guy in 2025

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...

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4 Keys to Improving Client Relationships

The not-so-secret secret to enduring success lies not just in the numbers, but in the strength of the relationships you build. Strong relationships create client persistency and makes you super-referable (to get more unsolicited referrals). You’ve heard...

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Don’t be that “Creepy Referral Guy” at Thanksgiving

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...

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Business Friendships – The Secret Sauce to Creating Advocates

This coming November 21, I’ll be presenting a free webinar on how to multiply your best clients through referrals and introductions. One important principle I’ll cover is the concept of becoming super referable – going beyond client satisfaction...

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Live it Lists – Redefining Financial Planning

In the hustle and bustle of modern life, many of us create “bucket lists” filled with dreams we hope to achieve before departing this life. However, wealth advisor, author, and money maven Nicole Middendorf offers...

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Are You a Radically Relevant Advisor?

One might argue that if your business doesn’t remain on the cutting edge of relevance, it’s doomed to extinction (or at least lackluster performance over time). Taken directly from my book Radical Relevance, and the subject of my October...

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Turn Snowflakes into Snowballs – The Compounding Nature of Referrals

The power of referrals is akin to the magic of compound interest. Just as a wisely invested dollar grows exponentially over time, a well-nurtured referral culture can transform a trickle of client introductions into a...

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Aim Small, Miss Small: The Power of Target Marketing for Financial Advisors

In the world of rifle marksmanship, there is a widely embraced mantra: “Aim small, miss small.” This principle underscores the idea that focusing on a very specific, small part of a target minimizes the margin...

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Create Advocates Using Bucket Lists

The secret sauce that turns clients into advocates is the Business Friendship. Financial advisor Lester Matlock’s unique philosophy, combined with a distinctive twist of helping clients fulfill their bucket list items, has propelled his practice to enviable success....

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Are you asking enough of the Right Questions?

Are you asking enough of the right questions? Asking questions and listening well, will… Below is a BIG LIST of questions for you to consider asking your prospects and clients. But probably NOT in one sitting! This is...

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