Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
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“How do you distill a lifetime of financial wisdom into ten unforgettable minutes? That’s what Bill Cates accomplishes in this talk. Drawing on decades of experience teaching success principles to financial professionals, Bill delivers his most powerful lesson with energy, humor, and insight. I was fortunate to be in the audience — his ‘million-dollar briefcase’ captured everyone’s attention from the moment he opened it.”
Mike Schmidtmann | Owner, Trans4mers |
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“Bill Cates’ message is powerful and timely, especially for my generation. His talk opened my eyes to my own “money story” and offered practical insights to build a healthier relationship with money and live a fuller life. His TEDx Talk should be required viewing.”
Chazz Scott, M.S. | Author of Success Starts Within |
What if the biggest THIEF in your life… was YOU?
The Hidden Heist, Bill Cates and Jeff C. West’s latest release, is a light-hearted yet powerful parable, where a botched bank robbery becomes an unlikely masterclass in money.
When three bumbling criminals take hostages in a small-town Texas bank, one man – Alden Beckett – turns the tables…
Learn More & Get Your Copy Today!
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“The Hidden Heist is a brilliantly told story with a powerful message; your money mindset can either rob you or enrich you. Cates and West have crafted a parable that’s as entertaining as it is transformative.”
Ellen Rogin, CPA, CFP® |
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“Cates and West have cracked the code on making financial wisdom stick, blending timeless lessons with the power of story. The Hidden Heist invites readers to confront and rewrite their money scripts in a way that’s fresh, relatable, and actionable. A must-read!” Yohance Harrison, BFA™, CRPC® Founder & CEO, Money Script Wealth Management |
Bring Bill in to Speak to Your Organization
Bill delivers a variety of highly-interactive, insightful and fun keynote presentations designed to fix broken money stories and grow your business.
Start a Conversation with Bill
After learning Cates’ system, my business grew 60% over the previous year.
Michael Barratt, Financial Advisor
(Des Moines, IA)
HOW TO WORK WITH US
Programs for
Advisors
Attract more ideal clients
without increasing your
marketing budget.
Video-Based Training
1:1 Coaching
Team Coaching
Programs for
Corporations
Equip your advisors/reps
with a results-producing
process.
Video-Based Training
Live Workshops
Consulting
Hire Bill Cates
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Rest easy knowing you’ve
chosen the right speaker
for your group.
You’ll get more than just a
speech. You’ll get a true
learning experience.
FREE High-Content eGuide for Financial Professionals
For 30+ years, Bill has helped advisors achieve exponential growth with his proven system — built on 3 core strategies, which he refers to as the 3 R’s of Relationship Marketing.
Click below to claim your copy of Bill Cates’ complimentary eGuide and discover why Relationship Marketing is the most cost-effective and time-efficient way to reach more Right-Fit Clients.
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What Are Bill’s 3 R’s of Relationship Marketing?
The Cates System™ is built on 3 core strategies – the 3 R’s of Relationship Marketing:
- Relevance
- Reputation
- Referrals
By employing any one of these strategies, you’ll begin to reach & resonate with more ideal clients. But, when you truly master the 3 R’s, there’s a synergistic dynamic that removes the friction from the client acquisition process & paves the way for exponential growth. Simply stated, when these strategies work with each other, your ideal clients will want to work with you.
RELEVANCE
The Foundation
Narrow your focus & communicate a radically relevant value proposition that is directly aligned with the specific needs, concerns, & aspirations of your target market.
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Radical Relevance is about crafting and communicating a value proposition that is directly aligned with the specific needs, concerns, and aspirations of your target market. For financial advisors, this means:
– Identifying a Clear Target Market: Narrowing your focus to a specific target market, (e.g., employees in a company or business owners) enables advisors to create more relevant, attractive, and compelling messaging.
– Communicating Value: Developing messaging that speaks directly to the pain points, desires, and financial goals of your target market. This relevance in communication ensures that potential clients see the advisor’s services as not only beneficial, but essential.
*** The Bottom Line: Radical Relevance = Empathy = Attraction
Radical Relevance means being so clear on exactly who you want to attract that you tailor your communication so precisely to your ideal prospects that they feel instantly recognized and appreciated by your messaging. When they “see themselves” in your messaging, you will earn their attention and trust.
RELEVANCE
Building Trust & Credibility
Establish yourself as a trusted authority in a well-defined target market to bring more perceived and tangible value to your clients than a generalist.
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Establishing a reputation within a well-defined target market amplifies the effectiveness of Radical Relevance. By establishing oneself as a trusted authority in a specific niche, financial advisors can:
– Enhance Visibility and Recognition: Being recognized as an expert in a particular field or demographic
increases the likelihood of being sought out by potential clients within that niche.
– Facilitate Stronger Relationships: Trust and credibility lead to deeper, more meaningful client relationships, which are critical for understanding clients’ evolving needs and for providing personalized advice.
– Bring More Tangible Value: Because you know their world better than a generalist, you bring both more perceived and tangible value. This creates stronger loyalty, and you become super referable.
– Obtain Referrals More Easily: When your clients see that you are focusing on others like them, they get clear on who you’d like to meet, and you begin to get more unsolicited recommendations and referrals.
REFERRALS
The Compounding Effect
Create a culture in your practice of meeting clients they way they prefer to meet you – through a warm introduction from someone they already trust.
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Studies have highlighted an intriguing phenomenon: a client who enters your practice through a referral is 2.5 times more likely to refer someone else. This sets the stage for a compounding effect that, when leveraged correctly, can significantly amplify the growth and success of your financial advisory practice.
– Clients from referrals have 3 to 5 times higher conversion rates. (Source: McKinsey)
– Firms with referral programs experience an 86% higher revenue growth rate. (Source: Harvard Business Review)
– Referral marketing can lead to a 37% higher client retention rate. (Source: Deloitte)
– 92% of clients trust recommendations from friends and family over any other form of promotion. (Source: Nielsen)
Discover how we can help you get more Right-Fit Clients™
WATCH VIDEO
Bill Cates’ Top Advisor Podcast
Interviews with Top Advisors for Top Advisors
Bill sits down with the financial service industry’s top performers to learn their secrets to sustained success. These brief but brilliant interviews get right to the heart of what each top financial advisor is doing to acquire more right-fit clients.
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Want to hear more about what advisors and leaders have to say about the results they’ve achieved with The Cates System? Click below.
Advisors Rave About Cates Leaders Rave About Cates
Let’s Start a Conversation
What’s on your mind? Is there a challenge that you would like to solve, or an opportunity you would like to maximize?
Want to communicate more compelling value? Multiply your best clients? Hire Bill to speak at your meeting?
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