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Referrals: Go From A 'Me' To A 'We' Process

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CompleteMarkets Editor, bill cates 4/30/2013 12:00:00 AM
REFERRALS: GO FROM A 'ME' TO A 'WE' PROCESS by Bill Cates For many years, the referral process has been taught as a...
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Six Ways To Tap Into The Lifetime Value Of Your Clients

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CompleteMarkets Editor, bill cates 4/30/2013 12:00:00 AM
SIX WAYS TO TAP INTO THE LIFETIME VALUE OF YOUR CLIENTS by Bill Cates Let me begin with a reminder: The lifetime value of your clients isn't just the business they can do with you over a...
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Stop Trying To Avoid Objections!

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CompleteMarkets Editor, bill cates 4/30/2013 12:00:00 AM
STOP TRYING TO AVOID OBJECTIONS! by Bill Cates Whether youre asking for referrals, calling to set an appointment, or asking a prospect to become a client and you seem to get a r...
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The Hero Factor: Use It For Referrals

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CompleteMarkets Editor, bill cates 4/30/2013 12:00:00 AM
THE HERO FACTOR-USE IT FOR REFERRALS! by Bill Cates One reason people like to give referrals is to help their friends, ...
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This Niche Is A Gold Mine!

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CompleteMarkets Editor, bill cates 4/30/2013 12:00:00 AM
THIS NICHE IS A GOLD MINE! by Bill Cates Heres a niche that just about any financial professional can target - with great results. Salespeople! What makes salespeople a good...
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Turn Your Clients Into Word-Of-Mouth Machines

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CompleteMarkets Editor, bill cates 4/30/2013 12:00:00 AM
TURN YOUR CLIENTS INTO WORD-OF-MOUTH MACHINES by Bill Cates I just conducted a special referral boot camp for a group of about 50 highly successful financial advisors. (I mean highly succ...
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