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The Cates System™ is built on 3 core strategies, which Bill calls the 3 R’s of Relationship Marketing: RELEVANCEREPUTATION and 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.

ON-DEMAND WEBINARS — Available Now!
Click the links below to watch each of Bill’s FREE webinars at your convenience 

Your prospects and clients are bombarded with messages from all directions.

Your messaging must hit the bullseye in their brain with a message that’s radically relevant to grab their attention and critically compelling to move them to take action.

How you and everyone in your firm perceives, believes in, and communicates your value is fundamental to your success. Radical Relevance is about bringing the Right Value Proposition, to the Right Market, communicated with the Right Message, at the Right Time.

Watch Webinar #1 (Relevance)

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.

During this practical and tactical session, you will learn 7 ways to promote referrals that will result in an increase in unsolicited referrals, as well as strategies for asking for introductions without pushing, begging … or looking like the stereotypical “Creepy Referral Guy.”

Watch Webinar #2 (Referrals)

The evidence is clear. Financial professionals who focus on a target market achieve faster, more significant growth. Are there exceptions? Of course. But in today’s market – full of mind-numbing noise, conflicting perspectives, pressure on fees, etc. – becoming the go-to expert in a clearly defined niche will reduce friction in the client attraction process.

Targeting the right market or affinity group will help you communicate more relevant and compelling messaging, while simultaneously building a reputation that attracts more Right-Fit Clients™ that are highly profitable and a joy to serve.

Watch Webinar #3 (Reputation)

Complimentary eGuide from Bill Cates

Want to continue on your journey to Exponential Growth?

Download a FREE copy of Bill’s latest eGuide“The 3 R’s of Relationship Marketing: Proven Strategies Working Together to Create Exponential Growth.”
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Referral Coach