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Individual & Group Coaching
with Bill Cates, Referral Coach
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Coaching programs for financial professionals designed to significantly increase your revenue without increasing your marketing budget. Schedule a brief strategy call with Bill to determine which program is right for you!
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Radical Relevance Value Proposition Program
In this highly-focused look at how you communicate your value, Bill will help you become crystal clear on exactly who you want to attract to your business, and how to effectively communicate your value to those Right-Fit prospects, clients, and COIs in a well-defined, relevant, and compelling manner that propels them into action.
YOU WILL DISCOVER HOW TO:
- Develop and use an effective Value Positioning Statement.
– - Incorporate the power of empathy in everything you say and write.
– - Use two powerful formulas for communicating what makes you different.
– - Determine if you might need to narrow your marketing focus.
– - Give your clients and COIs a concise, memorable, and effective way to convey your value to others.
INCLUDES:
- 3 hours of personalized Zoom coaching with Bill Cates, spread out over 4-6 calls. Additional time may be added to the program if needed.
– - 1-Year Membership in The Cates Academy™
Our comprehensive online video-training program will empower you to learn Bill’s complete system in a time and cost-effective manner. (Click here or scroll down for an overview of The Cates Academy.)
– - Rapid Fire Referrals
(“The Habit Maker”)
Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.
Referral Accelerator Program
Stop chasing after prospects who don’t want to hear from you, or aren’t the right fit for your business. It’s time to take the friction out of the client acquisition process and start meeting ideal clients in the way they prefer to meet you – through a warm introduction from someone they already trust.
YOU WILL DISCOVER HOW TO:
- Become more referable with prospects, clients, and COIs.
– - Encourage introductions to ignite the flow of unsolicited referrals.
– - Ask for introductions (without begging!)
– - Discuss concerns and reluctance (without pushing!)
– - Turn willingness to refer into effective connections that lead to appointments.
– - Get “referred up” to more ideal clients.
INCLUDES:
- 3 hours of personalized Zoom coaching with Bill Cates, spread out over 4-6 calls. Additional time may be added to the program if needed.
– - 1-Year Membership in The Cates Academy™
Our comprehensive online video-training program will empower you to learn Bill’s complete system in a time and cost-effective manner. (Click here or scroll down for an overview of The Cates Academy.)
– - Rapid Fire Referrals
(“The Habit Maker”)
Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.
Bullseye Reputation Marketing Program
The more narrow your target market, the more exacting your messaging becomes, and the more you’ll attract the Right-Fit prospects that you are uniquely qualified to serve. Learn how to build a reputation and create a name for yourself in a well-defined niche, so you can move from push prospecting to attraction marketing.
YOU WILL DISCOVER HOW TO:
- Settle on the best target market for you.
– - Provide more of both perceived and tangible value to your clients.
– - Employ more relevant and compelling value communication.
– - Create advocates who know people like themselves.
– - Build a reputation that draws ideal clients to you.
– - Make client acquisition more efficient and more profitable.
INCLUDES:
- 3 hours of personalized Zoom coaching with Bill Cates, spread out over 6-8 calls. Additional time may be added to the program if needed.
– - 1-Year Membership in The Cates Academy™
Our comprehensive online video-training program will empower you to learn Bill’s complete system in a time and cost-effective manner. (Click here or scroll down for an overview of The Cates Academy.)
– - Rapid Fire Referrals
(“The Habit Maker”)
Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.
Relationship Marketing Mastery Program
To truly achieve exponential growth, you must integrate 3 core strategies, which Bill refers to as the “3 R’s of Relationship Marketing” – Relevance, Reputation and Referrals. When these strategies synergistically work with each other, your ideal clients will start wanting to work with you.
Our Mastery Program offers a comprehensive overhaul of your client acquisition process by taking a deep dive into the 3 R’s of Relationship Marketing. This program INCLUDES ALL 3 PROGRAMS outlined below:
- Radical Relevance Value Proposition Program ($2,500 value)
- Referral Accelerator Program ($2,500 value)
- Bullseye Reputation Marketing Program ($2,500 value)
Please scroll down to the “À La Carte Options” section to read the complete overview of what’s included in each program.
*** NOTE: Do you feel you’ve already mastered one of the 3 R’s? For example, perhaps you’ve already chosen a target market but need to work on your value prop and referrals. In this case, you can purchase 2 of ourÀ La Carte Options for $3,995 (save $1,000).***
“As a result of Bill’s coaching, I have brought in $12.7 million in new assets. That’s $127,000 of recurring annual income due to using Bill’s techniques.”
Erin Gay
Founder & CEO, Legacy Financial (Annapolis, MD)
Schedule a Call with Bill
Prior to your call, Bill will send you a brief online assessment to complete. During the call, you will discuss areas of focus and determine the package that’s the best fit.
To get the process started, please fill out the form below or call us at 301.497.2200.
