Video Link: Getting Clients to Bring Guests to Your Event What’s the best way to ensure a client actually brings a guest – interested in meeting you – to one of your social or educational events? In this 2-minute video, Bill Cates tells you how! And you’ll get a glimpse into…
by Jim Ruta Jim Ruta’s Blog “Give a man a prospect; he has business for a day. Teach him how to prospect and he has business forever.” – New Prospecting Proverb Do you like fishing? Even if you don’t, you don’t have to have a lot of familiarity with fishing…
Bill Cates, CSP, CPAE In the fourth week of this series I bring you Strategies 7 and 8, which are taken directly from our most comprehensive system: The Referral Champions System. (For a limited time, you cansave 20% off either our DVD or Digital Systems. Go to: www.ReferralChampions.com Use…
Bill Cates, CSP, CPAE In the third week of this series I bring you Strategies 5 and 6, which are taken directly from our most comprehensive system: The Referral Champions System. (For a limited time, you cansave 20% off either our DVD or Digital Systems. Go to: www.ReferralChampions.com Use…
Bill Cates, CSP, CPAE This week I bring you Strategies 3 and 4, which are taken directly from our most comprehensive system: The Referral Champions System. (For a limited time, you can save 20% off either our DVD or Digital Systems. Go to: www.ReferralChampions.com Use the Promo Code:CHAMPIONS20 3….
Bill Cates, CSP, CPAE You’d like more of the right kind of clients in 2015 – right? Then here are 10 strategies – that if you implement them even half-way right – you’ll probably have your best year ever. Ever! But, you have to read it, absorb…
Survey: Clients say they need 5 years before making a referral Many financial advisers think their clients are comfortable making a referral after two years of working together, but clients say it takes five years, according to a white paper from Prudential Financial. Clients also appreciate a written financial plan…
Lessons from an agent who turned his career around Fresh out of school, David Johnson joined his father’s firm and became a successful insurance agent, but not without first facing a year of struggles, he says. Johnson shares the lessons that helped him improve his career and says he’s looking…
Commentary: It’s time to take more action in financial planning Financial advice often can be dispensed without resulting in action by clients, writes Dan Richards, who shares a seven-step plan aimed at improving planning. The method includes keeping clients actively involved, creating a simple and attainable mission, and then taking…
An adviser’s action plan to meet goals With the year half over, the pressure to accomplish 2013 goals is on. This article suggests three ways for advisers to maintain focus and develop an action plan, including hosting an educational event for clients and reviewing and improving client communication. OnWallStreet.com/The Prosperous…
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