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The Proven Formula for
Your Exponential Growth

Our brand-new coaching program
is designed to help you go from incremental growth to exponential growth, by multiplying your best clients and communicating more compelling value.

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Get the Best of Both Worlds!

Best in class on-demand training from Bill Cates, CSP, CPAE — PLUSongoing guidance & coaching from a Certified Referral Coach™


“Help me get in front of more ideal clients in the most efficient manner.”

We hear this all the time – from already successful advisors. You want growth – but only in the right direction, with the least cost in terms of time & dollars.

This is what we’ve been doing for 30 years. Our training and coaching program works. And it will work for you.
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“When COVID hit, Bill’s referral process literally saved us. We went from 30% to 50% of our business coming from referrals, and we were still able to meet our revenue and sales numbers.”

Jason L. Smith & Bryan Bibbo
J.L. Smith Group Tax & Wealth Advisors   
Avon, OH

“Since we started working with Bill, we’ve gotten more referrals in the last 3-6 months than we did in 3-5 years before. Bill makes asking for referrals as natural as taking a breath.”

Charlie Epstein
President, Epstein Financial Services
Springfield, MA

“As a result of Bill’s coaching, I have brought in $12.7 million in new assets. That’s $170,000 of recurring annual income due to using Bill’s techniques. Now that’s results!”

Erin Gay
Founder & CEO, Legacy Financial
Annapolis, MD

Are any of these scenarios true for you?


  • You and your team want more efficient & effective ways to find ideal clients.
  • Your firm is doing well, but you know you could be doing much better.
  • You and your team are sitting on a goldmine of satisfied clients and want a process that produces a more predictable flow of high-quality introductions.
  • You and other team members want to get referred up to higher-level clients.
  • You’ve hired junior advisors and you want them to produce more results.
  • You want everyone to be on the same page with communicating your value.
  • You and/or your team would like to hone in on a clear target market.
  • You’d like more free time to do some of the other things you love to do.


Look no further!  Here is a result-oriented coaching program designed with YOU in mind… The successful advisor who wants to keep growing yourself and/or your team by multiplying your best clients.

Schedule a Complimentary Strategy Call with Bill

Comprehensive Advisor Training & Coaching Program That Can Be Custom Tailored for Individuals or Groups of All Sizes!


This is not a one-size-fits-all program.

Just as you need to learn about your prospective clients before you both determine it’s a match, we do the same. We will only work with advisors (and their teams) once we know the fit is right. We want to be 100% sure that we are in a position to help you reach your growth goals – particularly when it comes to client acquisition through referrals and introductions from clients & centers of influence.

After our complimentary strategy call, if it makes sense to both of us, we’ll come back to you with a customized program that we believe will deliver the right training & coaching for your unique goals.

Most programs we bring to advisors combine the on-demand video training contained in The Cates Academy for Relationship Marketing™ with the ongoing guidance and coaching from our Certified Referral Coach™.

The Cates Academy Curriculum Covers:

  • Communicating Your Value More Effectively
  • Becoming Super Referable to Generate Unsolicited Referrals
  • Using a Proven Process to be Appropriately Proactive
  • Turning Referrals into Effective Introductions & Appointments
  • Forming Productive Relationships with Centers of Influence

We can also teach and coach you on strategies such as:

  • Targeting Profitable Markets
  • Hosting Client-Appreciation and Special Invitation Events
  • And more!

In addition to your personalized training and coaching program, you will also receive:

  • Invitations to Group Coaching Calls with Bill Cates, CSP, CPAE
  • Enrollment in our Rapid-Fire Referrals Video Reinforcement Program (1 full year of reinforcement)

Let’s start a conversation to see if this is the right fit for you!
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“Once we made the commitment to build a culture of client acquisition through referrals, we knew we had to bring in Bill Cates. Using a combination of Bill’s video training, group coaching, and one-on-one coaching, our advisors have gained the mindset, skills, and confidence necessary to multiply our best clients. We are generating more in-segment clients from referrals than ever before and are well on our way to establishing the right culture to support sustained results.”


Jon Kuttin, CEO of Kuttin Wealth Management
Barron’s Hall of Fame Advisor | Barron’s Top 100

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About Bill Cates, Founder of The Cates Academy for Relationship Marketing

Bill Cates, CSP, CPAE, works with established financial advisors and their teams to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from pursuit prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the creator of The Cates Academy for Relationship Marketing™ and host of The Top Advisor Podcast.

About Steve Lennick – Certified Referral Coach™

Steve Lennick has worked in the financial services industry since 1984. Over the course of his career, Steve built and ran the third-ranked Ameriprise branch in Dallas and the fifth-ranked branch in the upper Midwest. As a result, he has seen just about every situation imaginable in a financial advisory practice, and he knows how to get you through whatever you are facing.

Steve’s experience in guiding full practice transformations and the years he spent as an advisor and owner are invaluable. In that time Steve has helped advisors build some of the best client experiences a practice can have. This has led to many more referable opportunities for those practices. Steve recognized that at least two things need to be in place to become referable. You need to establish 1) trust and 2) a relationship based on value. Steve helps advisors develop, implement, and put into action a solid plan to make the client experience the best they can be. Which can help the practice acquire more of the right kind of clients.

The advisors Steve coaches rave about his emphasis on implementation and how he uses compassionate accountability to help them achieve more than they would have without his guidance. Steve will use his experience, knowledge, and skills to change your life and practice so you can then help your own clients achieve their goals.

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Referral Coach