Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ADVISORS RAVE About Bill Cates
Don’t Take Our Word for It! Check out what other advisors have to say about the results they’ve achieved from learning Bill Cates’ Relationship Marketing System.
Successful Veteran Advisors
“There were two watershed moments in my career. One of them when I started to follow Bill’s system… As a result, my assets under care and revenue have doubled in three years.”
Dan Brothers, CFP®
(Greater Boston, MA)
“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 Willis, CFP
(Annapolis, MD)
“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
(Scottsdale, AZ)
“Using some of the ideas and constructs that Bill talks about … we’re getting introduced not just to more people, but to the right people.”
Chad Hufford
(Anchorage, AK)
“I have to say without Bill, I do not believe I would have the career that I have had or the practice that I do have today. It has helped me tremendously. The confidence that you get from asking for referrals with the training that he provides you is second to none.”
Regan Schiller, CLU, CFP, RRC
(Edmonton, AB)
“We’ve incorporated Bill’s system into our day-to-day meetings. One of our tenured advisors who was reluctant to ask for introductions used Bill’s process with a client and was introduced to someone who has become one of our largest clients.
Wade Chessman, CFP, CKA
(Dallas, TX)
“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, CEP, BPC & Bryan Bibbo, AIF
Avon, OH
“Bill is the premiere expert on referrals. Having him tailor his coaching program to fit my business and clients has helped me tremendously.“
Dennis O’Keefe, CFP
(Fall River, MA)
Newer to Mid-Tenure Advisors
“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
Raleigh, NC
“I’ve been using Bill’s system for the last 8 years. I’ve been ranked in the top 1% out of 700 advisors. And in 2 of them, I was ranked the #1 advisor in the entire company. I 100% contribute that to referrals and figuring out a way to truly get people in front of you. So, thank you, Bill.”
Brad Hilley, MS, CFP
Ft. Walton Beach, FL
“I worked with Bill Cates through his one-on-one coaching program and also his online video academy. One of my favorite parts of Bill’s coaching was developing my value proposition. I’m able to communicate my value in a more authentic way.”
Alanna Morey, CFP
Boca Raton, FL
“Nearly 20 years ago I got started in financial services and had no natural market, did not want the pain of cold calling… and I discovered Bill Cates. I learned the beauty of referrals early in my career and it is still carrying me through today.”
Yohance Harrison, BFA™, CRPC®
Cedar Hill, TX
“I had never asked for introductions, so that was my biggest fear. Fortunately, I learned Bill’s system with taught me how to ask for introductions. … It snowballed to the point to where I organically get 70 to 100 introductions a year.”
Chad Wilson, CPA
San Diego, CA
“My experience working with Bill has been phenomenal. He humanized the act of asking for referrals. But you wanna know the best feeling in the world? It’s when you get referrals unexpectedly. And that’s happened over the last 2 years since I’ve worked with Bill.”
Brandon Hinneberg
Austin, TX
“Ever since I started working with Bill, my business has almost doubled. I’ve been able to get referrals a lot more effortlessly with a lot more confidence because it’s natural, because I know who I am, and I know the value that I provide to my clients.”
Tray Ansardi, MBA, CFP
New Orleans, LA
Leaders / Managers / Partners
“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
East Longmeadow, MA
“We have been using Bill’s video training in our firm for the better part of fifteen years, with phenomenal results in terms of growing our advisors.”
Michael Schmitz
San Jose, CA
“Bill gave us usable information to get and keep our most ideal clients. Whether you’re a new or seasoned financial advisor, Bill Cates is the man you need to have in your corner.”
David Rich
Greenville, SC
“…it’s some of the best training I’ve ever seen. I’ve coached dozens of financial advisors over the last couple decades. I’m just very grateful for all the work that Bill’s done for my team. We’re one of the most successful new client acquisition groups in the company, and I wanna give a lot of the credit to the processes we learned through Bill’s work.”
Dave Brooks, CFP, ChFC, CLU, CLF
Shalimar, FL
“It was a fantastic presentation, very motivational, good content, good entertainment, certainly, but we will be building our culture of referrals, based on Bill’s presentation and, and his expertise. So highly recommend him. Hire him as soon as you can.”
David Milligan
Los Angeles, CA
Special Case Studies
“We’ve been using Bill Cates’ referral system for about 5 years. It was so successful the first time. Of our current group of 70 advisors, they have all gone through Bill’s system… The one thing I used to be terrible at was getting referrals. Bill’s training so good, I went through it twice. In my first year of using Bill’s process I got 45 referrals … and it’s only gotten better from there.”
Tony Ross & Joey Snyder, WMCP
Savage, MN / Richmond, VA
“We’ve been using The Cates Academy and Bill’s Coaching for several years. Bill’s system has literally built the careers of some of our advisors. One of our most successful advisors will tell you that integral to his success was learning Bill’s V.I.P.S. Process.”
Bruce Davison, CFP & Chris Taylor
Wichita, KS
Why Clients Hire Bill Cates to Speak at Their Events
By delivering simple and easy-to-implement strategies, Bill makes sure his audiences walk away feeling empowered to make an immediate impact on their business. Many even describe experiencing a “paradigm shift” after hearing Bill speak.
Leaders & meeting planners consistently report that Bill Cates “exceeds expectations.” Not only is he easy to work with and well-prepared, Bill also provides post-session reinforcement resources to help ensure that his sessions produce real results.
Start a Conversation with Bill
