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Interviews with Top Advisors for Top Advisors!

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The Proven Formula for
EXPONENTIAL GROWTH

Remove the friction from the client acquisition process and start meeting your ideal clients the way they prefer to meet you.

Open QuoteAfter learning Cates’ system, my business grew 60% over the previous year.Closed Quote
Michael Barratt, Financial Advisor
(Des Moines, IA)

HOW TO WORK WITH US

You can learn our processes and systems through a variety of methods: speeches, workshops, online learning, books, coaching and consulting. Not sure what’s best for you? Reach out to us and we’ll help you make an educated decision that’s in your best interest.

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Individuals

Programs for
Individuals

Attract more ideal clients
without increasing your
marketing budget.

Video-Based Training
1:1 Coaching
Team Coaching

Find the Right Program
Corporations

Programs for
Corporations

Equip your advisors/reps
with a results-producing
process.

Video-Based Training
Live Workshops
Consulting

Find the Right Program
Hear Bill Speak

Hire Bill Cates
to Speak

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.

Hire the Right Speaker

Never Be at a Loss for Words Again!

Bill Cates’ newest book, The Language of Referrals, is your blueprint for finding the right words and phrases to elevate your referability, confidently ask for introductions, address concerns and objections, and turn the willingness to refer into effective connections with your new prospects
CHECK OUT ALL OF BILL’S BOOKS

Exponential Growth Starts Here:

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Want to multiply your best clients? Join Bill’s e-mail community to receive his weekly messages full of actionable strategies to help you grow your business with more Right-Fit Clients™.
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FOCUS

Target

Communicate Compelling Value
Cut through the noise with a more relevant and compelling value proposition that moves people to action.

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Our world of marketing-message overload has created a race for relevance that very few are equipped to run.

Radically-Relevant Messaging will pierce through the noise, grab your prospects’ attention, and shake them up just enough so they’ll stop their busy lives and listen to you. You will attract more Right-Fit Clients™.

Critically-Compelling Messaging will resonate with your prospects in a way that moves them to action. By striking an emotional response, you’ll keep the prospect engaged and moving through your process to becoming a client.

Be relevant or be ignored!

ENGAGEMENT

Engagement

Maximize Client Engagement
Discover how to enhance the prospect and client experience to create loyalty and generate referrals without asking.

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The client journey is divided into 3 stages.

Stage 1 – The Prospect Experience is where you bring value quickly to your new prospect, so that you win their business and become super referable quickly.

Stage 2 – The New Client Experience is where you onboard your new client in a way that enhances engagement and maximizes your referability.

Stage 3 – The Ongoing Client Experience is where you deliver your Client Service Promise to maintain loyalty and turn clients into advocates.

LEVERAGE

Leverage

Boost Referrals and Introductions
Gain the skill and confidence you need to become appropriately proactive (without pushing or begging).

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YES! It is possible to approach clients for referrals and personal introductions in a way that’s professional and effective, without appearing desperate or needy.1. Get the process started by promoting introductions to trigger unsolicited referrals.

2. Apply our proprietary V.I.P.S. Method™ to uncover who they know that may benefit from experiencing your value.

3. Explore the referral process … and back off professionally when a client isn’t comfortable or interested.

4. Secure a solid introduction. Pique the prospect’s interest. Compel them to become a client.

Discover how we can help you get more Right-Fit Clients™

 

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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.
Listen Now Subscribe

Don't take our word for it!
See what our clients are saying...

“Bill’s techniques added $127,000 of annual, recurring revenue in just six months.”

Erin Gay, President
Legacy Financial

“It was amazing. Bill was so well prepared. One our best decisions ever.”

Renee Sumby, Speaker Specialist
Society for Human Resource
Management (SHRM)

“We’ve been using Bill’s video training in our firm… with phenomenal results in terms of growing our advisors’ practices.”

Michael Schmitz, CEO
SGC Financial

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?

Let’s chat.

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Referral Coach