Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
“After going through The Cates Academy, my business grew 60% over the previous year. I’m now spending less time chasing after prospects who don’t want to hear from me, and more time doing the work I love to do.”
Mike Barratt, Financial Advisor | Des Moines, IA
(5 Video Lessons – Approximately 5-8 min. each)
This course will show you how to sharpen your value proposition to cut through all the noise and barriers in the market, so you can reach & convert more high-level clients.
(3 Video Lessons – Approximately 10 min. each)
In this course, you will learn how to become super-referable by maximizing engagement throughout 3 phases of the Client Journey: the Prospect Experience, the New Client Experience (onboarding process); and the Ongoing Client Experience (client-service promise).
(3 Video Lessons – Approximately 10 min. each)
During this course, you will learn our proven V.I.P.S. Method for becoming appropriately proactive in asking for introductions, and start getting connected with more qualified prospects that turn into Right-Fit clients.
(3 Video Lessons – Approximately 10 min. each)
Referrals by themselves are worthless… you have to get introduced! This course will help you implement our go-to formula for securing personal introductions, which allows you to produce results while remaining flexible to what works best for the referral source and prospect.
(4 Video Lessons – Approximately 10 min. each)
Upon completion of this capstone course, you will walk away with a proven formula for converting non-clients (including CPAs, attorneys, etc.) into productive advocates for your business.
(11 Video-Based Scenarios – 30 secs to 3.5 mins each)
Bill Cates demonstrates how to promote referrals, ask for referrals, deal confidently and effectively with concerns and objections, and turn willingness to refer into high-quality introductions.
(12 “Quick-Fix” Videos and Growing – 2-3 minutes each)
If you ever find yourself losing focus and getting off track, these mini-lessons will give you the “jump-start” you need. Bill starts with a bit of preventative maintenance, and then provides the repair strategy to get back on the road to more perfect-fit clients.
For only $1,495, you get a 1-year membership which includes 24/7 unlimited access to:
+ FREE BONUS!
Rapid Fire Referrals: “The Habit Maker!” ($299 value)
You WILL See Results … We Guarantee It!
We are certain you will find great value in the focus, coaching, teaching, support, accountability and results delivered by The Cates Academy for Relationship Marketing. However, if at any time you are not satisfied with the program, we will refund 100% of your money.
What is the value of acquiring even just one new perfect-fit client for your business? Now, ask yourself this: What do you have to lose?