Bill Cates's Blog

Guest Article from Jeff Thorsteinson with Advisor Practice Management. I saw this article from Jeff in www.advisorpedia.com and felt compelling to share it with my community. Enjoy! Every advisor reaches a point in their career...

The post Could You Be Asking The Wrong Questions? appeared first on Referral Coach.

What are TOP ADVISORS doing to increase client loyalty and acquire more ideal clients? To celebrate our 100th podcast episode featuring Derrick Kinney, I’m sharing our Top 10 most downloaded shows of all time.  All...

The post Our Top 10 Podcast Episodes – Growth Ideas for You! appeared first on Referral Coach.

Every advisor knows referrals are the holy grail of client acquisition. Study after study continues to validate this. When they flow – with the clients that fit your profile – life is good. Right-fit prospects...

The post Do you have a smooth running referral machine? appeared first on Referral Coach.

PART II – My last blog created such a stir that I’ve decided to add a little more “meat onto the bone” so to speak (apologies to vegetarians. I used to be one many years...

The post Why Your Next Great Client Will Come From a Handshake, Not an Algorithm appeared first on Referral Coach.

[The following is drawn from my recent interview with Michael Kitces for my Top Advisor Podcast – Keep an eye out for the release of this episode in September.] Let’s face it: in an era...

The post Are you wasting resources with digital marketing? appeared first on Referral Coach.

Staying in touch with your clients – in a meaningful way – provides you with at least 4 primary benefits: Thoughtful, proactive communication shows your clients that you’re thinking about them, watching out for their...

The post 29 Reasons to Stay in Touch with Clients & Prospects appeared first on Referral Coach.

Guest Article by Dan Scholes, President of Optimus Business Advisory.  Optimus helps established business owners, including financial advisors, maximize the value of their business, prepare for and navigate the sales process, and secure deals that...

The post Your Business Exit Blueprint for Maximum Value appeared first on Referral Coach.

The wider the marketing net you cast, the less relevant and effective your messaging becomes. Standing out and attracting the right clients can feel like an uphill battle. Many advisors resort to casting a wide...

The post Exponential Growth with Niche Marketing appeared first on Referral Coach.

Online Reviews = Social Proof Social Proof = Winning New Clients [Guest Article from Whit Lanier, CEO – Amplify Reviews] The financial advisory industry doesn’t exactly have a reputation for innovation. In line with that...

The post Win New Clients with Digital Trust appeared first on Referral Coach.

When it comes to intergenerational wealth – some advisors get it right and others make very costly mistakes. Drawn from my recent podcast interview with family office advisor, Barry Banther, here are three insightful and...

The post 3 Powerful Stories About Generational Wealth appeared first on Referral Coach.