Articles by Bill Cates
- Growth
Most Advisors Miss This: The First 90 Days That Drive Future Referrals
It’s a chance to deepen engagement and make yourself not only indispensable, but genuinely referable.
- Growth
You Can Make More Money—You Can’t Make More Time
As advisors, we optimize portfolios… and we often waste hours. Let’s INVEST the next couple of minutes to develop a new take on time.
- Growth
Make Referrals Feel Natural: Strategy That Gets You Shared More Often
You want to be flexible. So, here’s one of the simplest ways to turn those quieter clients into highly effective advocates.
- Growth
Clients Do Care Who You Are but Only After You Earn It
They SAY that your clients don’t care about your story. I think that advice is incomplete and it could be costing you the trust
- Practice
Advisors Are Wasting Prime Website Real Estate
Think of it as the billboard for your website. It won’t tell your entire story. It shouldn’t try. But it does have a very important job.
- Research
How Your Brain Shapes Your Advice: Neuroscience Strategies To Build Trust and Ease Client Anxiety
Your clients’ brains – as well as YOUR brain – that offers insight into the way we think, feel, and act around money.
