Is your marketing strategy a Triple Threat? There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients: A well-define

According to Forbes, “Millennials will hold five times as much wealth as they have today, and the group is anticipated to inherit over $68 trillion from their Baby Boomer parents by the year 2030. Thi

Do you have a Personal Brand Story Do you know your “why” – as in, why you believe in the importance and value of your work? And are you using it to connect with your prospects and clients in a meanin

Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery. Sudden wealt

Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able to build a reputation that begins to draw people

In business, when you hear someone talk about the CEO’s role in a company, your first thought is that they’re the leader and top decision-maker for the company.  What if we told you that there are two

Many business partnerships begin with two people coming together with like-minded business ideas.  In the beginning things are great, both parties get along well and the creative juices flow. Eventual

How much of a difference does your company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to talk about the “Premium Client Experience” and how

When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous lifestyle of spending time with their favorite players, getting a behind-the-scenes

If you ever doubted that hard work, along with a competitive mindset doesn’t pay off, you will want to listen to this episode. In this episode, Referral Coach Bill Cates talks with Bob Petrocelli, fou