Speed Kills? Speed Wins? It depends! According to research speed impacts revenue, speed impacts loyalty, and speed impacts emotions. Understanding this crucial dynamic, Bill Cates engages in a com

Announcing! Bill Catess Newest Book The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. Every financial professional understands the power of refer

According to actuaries, you and your clients are underestimating how long you are going to live. Therefore, most people dont plan properly, and most financial advisors arent even aware of this. Thi

Are you producing results with LinkedIn? Or do you wonder why you even have an account? Ive run into very few advisors who are seeing a straight line to ROI with their activities on LinkedIn. Mando S

Alice Tang, a highly successful financial advisor known for her passion for supporting millionaire women and helping the next generation achieve financial success. Its no secret that the affluent wom

For todays featured guest, rapid business growth began with the belief that it was possible, followed by: Keeping his pipeline full. Avoiding pressure on himself. Helping prospects feel valued and r

Its not an accident that Productivity and Proactive start with the same three letters. Pro can mean For and Forward. Im all for moving forward, how about you? If youre like most advisors, there ar

Are you winging it when it comes to serving your client all along the client journey? Or do you embrace and follow a clear strategy for enhancing client and prospect experiences and establishing stron

Family legacy planning involves more than just helping your clients accumulate assets. Creating a lasting legacy for your clients means crafting a set of values, purpose, and financial knowledge that

Have you ever wondered if the hosts of financial advisor podcasts actually get new clients from it? Is all the effort worth it? And, by the way, do many of your prospects and clients seem to have li