After learning Cates’ system, my business grew 60% over the previous year. Michael Barratt, Financial Advisor (Des Moines, IA) Top Ten Alternatives
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 NowSubscribe
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.
Communicate Compelling Value
Cut through the noise with a more relevant and compelling value proposition that moves people to action.
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!
Maximize Client Engagement
Discover how to enhance the prospect and client experience to create loyalty and generate referrals without asking.
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.
Boost Referrals and Introductions
Gain the skill and confidence you need to become appropriately proactive (without pushing or begging).
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™
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
“It was amazing. Bill was so well prepared. One our best decisions ever.”
Renee Sumby, Speaker Specialist
Society for Human Resource
“We’ve been using Bill’s video training in our firm… with phenomenal results in terms of growing our advisors’ practices.”
Michael Schmitz, CEO
Are You Radically Relevant?
If you want to attract more ideal clients, you need to sharpen your message to cut through all the noise in the marketplace.
In Bill Cates’ groundbreaking latest book, Radical Relevance, you’ll discover how to focus your target market and craft messaging that not only resonates with your prospects, but compels them to take action. CHECK OUT ALL OF BILL’S BOOKS
Go from Incremental Growth to EXPONENTIAL GROWTH
Watch Bill in Action
Keynote Speaker & Thought Leader
Watch Hall of Fame Speaker and
Client Acquisition Expert
While others may talk about the importance of referrals and communicating value effectively …
No one else offers a complete system that enables you to increase your revenue without increasing your marketing budget.
Bill Cates is widely regarded to be the “original” Referral Coach … for good reason! Over the past 25 years, Bill has taught more than 250,000 professionals and business owners how to transform their businesses, to go from incremental growth to exponential growth, by systematically multiplying their best clients.
… Are you next?
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?