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Bill Cates

The Cates System for Relationship Marketing™ Delivers Real Results for Individuals and Organizations

Over the past 25 years, Bill Cates – Hall of Fame speaker, author & coach – has helped thousands of financial professionals and firms to tap into exponential growth by:

“After learning Cates’ system, my business
grew 60% over the previous year.”

Michael Barratt, Financial Advisor
Des Moines, IA

Important Questions


Do you work hard to serve your clients?

Are you leveraging that hard work to multiply your best clients?

Are you communicating your value to attract more Right-Fit Clients™?

Are you sitting on an untapped goldmine of opportunity?

Why We Do What We Do

Financial professionals who are dissatisfied with their growth underperform when it comes to acquiring clients through referrals and introductions. There’s a gap between where they are and where they want to be. Our mission is to help our clients fill this gap to become even more productive.  The underlying theme to all our work is “courage.”  The courage to try new ideas, take new actions, and to expand results.

What We Do

Founded by Bill Cates, CSP, CPAE, Referral Coach International will work with you to increase your revenue without increasing your marketing expenses. This is possible by using a proven process to multiply your best clients through referrals and introductions, and to attract more Right-Fit Clients™ by communicating more relevant and compelling value.

The Bill Cates Relationship Marketing System™ is a comprehensive, client-centered approach that creates strong client engagement, consistent leverage for new opportunities, and solid connections that lead to new business. We help you build a culture of leverage and value that bring you exponential results.

How We Do It

Referral Coach International has a variety of ways to deliver and reinforce our systems to produce tangible results:

What Our Clients Say

“Year to date, Bill’s techniques have introduced me to 6 new families and brought in $12.7M in new assets. That’s $127,000 per year of recurring revenue. Now, that’s results!”

Erin Gay, Founder & CEO
Legacy Financial (Annapolis, MD)

“When I first started in the industry, I felt like I was banging my head against the wall. Bill’s system opened the floodgates. Over the course of 3 months, I actually TRIPLED my business!”

James Mwombela, Advisor
Raleigh, NC


“We’ve seen client referrals more than triple. We’re having better quality meetings with our Centers of Influence. We’re getting more of the right kinds of opportunities for our business.”

Ryan Weissmueller, President
Fintrepid Solutions (Scottsdale, AZ)

How The Cates System™ Impacts Your Current Selling Process

The Cates System for Relationship Marketing™ will enhance the effectiveness of your current selling process because you’ll be meeting more high-qualified prospects under the most favorable circumstances.


How You Benefit:

    • Increased client acquisition (quantity and quality)
    • Decreased marketing costs
    • Increased profitability
    • Increased rep/agent/advisor retention
    • Greater client satisfaction, engagement, and loyalty
      How to Work With Us

What Makes Referral Coach International Different?

Many companies profess to teach a referral process and how to communicate one’s value.

Only Referral Coach International (RCI) delivers a comprehensive and systematic approach to building a culture of sustained growth through communicating more relevant and compelling value, as well as generating referrals and personal introductions.

Only Referral Coach International has the Bill Cates Relationship Marketing System™. Not only does RCI teach proven strategies and methods, we also help your organization break through the limiting beliefs, mistaken assumptions, and psychological barriers that hinder a full commitment to growing your business based on how your clients would prefer to meet you – through a recommendation from someone they already trust.

Bill is the author of four bestselling books: Don’t Keep Me a Secret, Get More Referrals Now, Beyond Referrals, and his popular new release – Radical Relevance. Bill’s books provide a great opportunity to get acquainted with his relationship marketing system before moving onto our other training programs.

Buy Bill’s Books on Amazon

Who Benefits From Our Work

Over 300,000 professionals have benefited from learning the Bill Cates Relationship Marketing System™.  Here are a few of the many companies (and their field force) that have benefited from utilizing Referral Coach International’s acclaimed methods:


Advisor Group

Allstate Insurance

Ameriprise Financial

Bank of America

Bank of Charles Town

Banker’s Life

Capital One Bank


Commonwealth Financial

Edward Jones

First Command

Landmark Bank

Lincoln Financial


M&T Bank

Mass Mutual

Merrill Lynch

Money Concepts

Morgan Stanley

Mutual of Omaha

New York Life

Northwestern Mutual

Ohio National

Penn Mutual

PNC Bank

Provident Bank


Schwab Investments

Thrivent Financial

UBS Financial

Wells Fargo

Here’s How to Get Started

The best way to get started is to give us a call or send us an email. We will learn more about your situation, your challenges, and your goals. If we feel we can help you produce the significant results you want, we’ll tell you why and how. Then, together, we’ll craft a program that will accomplish your goals.

How to Work With Us Contact Bill

  • “After learning Bill Cates’ system, I doubled my income that same year. The following year I grew by another 40%. This system works! I highly recommend learning everything you can from Bill Cates.”

    Aquiles Larra
    New York, NY
  • “The confidence I’ve gained using Bill’s process has been amazing. On my very first appointment after going through Bill’s program, I obtained two solid introductions – both of which converted into new clients.”

    Zoe Bonet
    Houston, TX
  • “Cates’ program has had a huge impact on our business. We have acquired 5 new clients worth $10 million. The results have been remarkable. I only wish we had learned Bill’s system sooner.”

    Al Fox
    Mt. Laurel, NJ

Start a Conversation with Bill

Referral Coach