April 21, 2020 @ 2:00 pm – 3:00 pm


Featuring Bill Cates, CSP, CPAE

Author of Beyond Referrals and Radical Relevance
Founder of The Cates Academy for Relationship Marketing
What you do (or don’t do) to grow your business today will show up three to six months from now. If you put off working on client acquisition, you may be digging a deep hole in your business.
As painful as this storm is for every member of society, this is an extraordinary opportunity to bring your important value to new clients who want to achieve financial dignity.

In this just-in-time virtual session with Bill Cates, you will discover:

  • How to differentiate yourself in a sea of sameness and how to talk about that differentiation that is attractive to prospects.
  • One powerful way to suggest introductions that is totally sensitive to what’s going on in the market/economy.
  • What other successful financial professionals are doing to grow their business during these trying times.

While the principles of client acquisition have not changed, today’s environment demands that you reconsider some of your methods, so you can continue to bring your important work to the people who truly need you.