Articles by Bill Cates
- Practice 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.
- Practice 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 Growth
You Managed Everything … Except This Moment That Costs You Clients
Most trusted voice in the room and 96% are at least open to replacing you at the biggest liquidity event of their lives. What’s up with that?
- Practice Growth
Visual Roadmaps That Move Prospects Across the Bridge
Sometimes the biggest growth opportunity isn’t finding more prospects, it’s making it easier for the right ones to move forward.
- Practice Growth
Stop Chasing Prospects. Start Attracting the Right Ones with a Clear, Credible Message
Cut Through the Noise: Transform Your Marketing Message
- Practice Growth
Why Clients Panic, Freeze, or Self-Sabotage—and How Neuroscience Helps Advisors Respond
How the latest neuroscience insights can transform the way you work with your clients – as well as understanding your own money on the brain.
- Practice Growth
How Julia Carlson ‘Fired Herself’ To Build an 8-Figure Advisory Firm
How she grew her practice from scratch, building a dynamic team and eventually stepping into a visionary leadership role yes, firing herself in the process
- Practice Growth
7 AI-Powered Referral Strategies Top Advisors Swear By
Not yet be able to ask for introductions in a truly human, authentic way, but it can lend a hand to make your referral process smarter and more efficient.
- Practice Growth
Michael Kitces Reveals What Actually Works for Financial Advisors Today
How do today’s top advisors cut through the noise, establish credibility, and attract clients in a way that actually works?
- Practice Growth
How Elite Advisors Build Momentum—Insights From David DeCelle
David shares actionable insights on scaling your business effectively while maintaining passion and enthusiasm.
- Practice Growth
Why Going Niche Is the Smartest Way to Scale Fast
The wider the marketing net you cast, the less relevant and effective your messaging becomes. #advisors #niche #growth
- Practice Growth
Mastering the Question Flow: How Advisors Build Trust & Win Clients
Art and science of building an effective flow of questions that advisors can use to build trust, gain new clients, and serve those clients better. #growth
- Practice Growth
How to Seamlessly Transition Clients from Another Advisor
Clients often feel conflicted about leaving their previous advisor, even when they know it’s the right decision. #growth
- Practice Growth
20 Questions Every Advisor Should Ask Their Clients
Here are some questions you can ask at pretty much any time during the course of working with your clients. #advisors #growth
- Practice Growth
Why Referrals Work Like Compound Interest: Unlocking Exponential Growth
Studies have highlighted that client who enters your practice through a referral is 2.5 times more likely to refer someone else.
- Practice Growth
The Surprising Common Denominator of Success
This article is longer than what I typically write. I truly hope you find reading this piece a valuable use of your time and attention. #growth #advisors
- Practice Growth
The Real Secret to Success: It's Not What You Think
Since the text of Mr. Gray’s speech runs longer than you probably have time for right now, I’m providing excerpts. #growth #advisors
- Practice Growth
Keys to Attracting Ultra High Net Worth Clients
David Kirschenbaum, a Tiger 21 Chair, sheds light on the unique perspectives and requirements of wealthy entrepreneurs. #growth #advisors
- Practice Growth
Requesting Introductions Gracefully and Respectfully
The one thing I hear most frequently: Is there really a way to ask clients for introductions without looking like that Creepy Referral Guy? #growth
- Practice Growth
Become Fluent in the Language of Referrals: Fix Your Inner Language
I want you to become fluent in the language of referrals. I want you to never be at a loss for words again. #growth #advisors
- Practice Growth
Can You Turn Down a Client Referral That Doesn’t Fit Your Business?
Do you turn them down? And if you do, will that referral source stop recommending you to others? #growth #advisors
- Practice Growth
5 Reasons To Socialize With Clients
Drinks, golf, or sporting events, the possibilities are endless. By exploring this approach I’ve identified at least 5 significant benefits. #advisor
- Practice Growth
Never Hear, “I Already Have an Advisor.” Again.
The dreaded, I already have an advisor. This statement from a prospect will stop most advisors in their tracks. #advisors #prospect
- Practice Growth
The Secret Sauce To Winning High Net Worth Prospects in the First Meeting with Erin Botsford
How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them? #clients #advisors #growth
