Watch Bill in Action
Keynote Speaker & Thought Leader
Watch Hall of Fame Speaker and
Client Acquisition Expert
Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
After learning Cates’ system, my business grew 60% over the previous year.
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.
Programs for
Individuals
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
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.
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
FOCUS
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
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
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™
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.
Listen Now Subscribe
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
Go from Incremental Growth to EXPONENTIAL GROWTH
ABC Business Report 
Wall Street Journal Live 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.
