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Multiply Your Best Clients!

Individual & Group Coaching
with Bill Cates, Referral Coach


Coaching programs for financial professionals designed to significantly increase your revenue without increasing your marketing budget. Schedule a brief strategy call with Bill to determine which program is right for you!

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“Bill, can you help me get in front of more qualified prospects more easily?”


We hear this question all the time and the answer is … YES!

No matter which program you choose (click here to compare), Bill will help you adopt a proven process to communicate your value more effectively, generate introductions without asking, ask for introductions without pushing or begging, and secure solid introductions to more ideal clients.

Stop wasting your time chasing after the wrong prospects and start multiplying your best clients!

More Right-Fit Clients, More Easily.
Take the Struggle Out of Growing Your Business.

When it comes to acquiring more clients, what is your biggest challenge? Perhaps you need to narrow your focus, find the right target, and/or make your messaging more effective.  Whatever your challenges, The Cates System™ will set you on the path to exponential growth. Let’s get started.

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.

Bill is the premiere expert on referrals. Having him tailor his coaching program to fit my business and clients has helped me tremendously.

We’ve seen client referrals triple. We’re getting more of the right kind of opportunities, which has been a game-changer for our business.

Compare Coaching Programs

In the chart below, we’ve outlined a couple of our most popular coaching programs as a starting point. However, these are highly-customizable to serve your unique needs. This is why our first step is always to schedule a strategy call to discuss your challenges and goals, to ensure that the program you select is radically relevant for you.


*** Limited Time BONUS! ***

For a limited time, we’re offering a FREE “Plus One” with all of our coaching programs.  Invite a member from your team to join you at no extra charge!  Share this value with a partner, associate advisor, or staff member.
Schedule a Call with Bill

Referral Accelerator

Combines The Cates Academy with group coaching, to amplify and accelerate your results



  • 1-Year Membership in The Cates Academy™
    Our comprehensive online video-training program will empower you to learn Bill’s complete system in a time and cost-effective manner. (Click here or scroll down for an overview of The Cates Academy.)
  • 1:1 Kickoff Call with Bill
    Jumpstart your program with an initial strategy session, where Bill will review your Referral Gap Assessment & strategize a plan of action to maximize results.
  • Value Proposition Review
    On the kickoff call, Bill will also take you through a simple exercise to ensure you’re communicating your value proposition as effectively as possible.
  • (10) Group Coaching Calls
    Over the course of a year, you’ll access coaching from Bill in a small group format. Bill will answer questions, address challenges, highlight successes, and share best practices that some of the industry’s top advisors are using.
  • Rapid Fire Referrals
    (“The Habit Maker”)

    Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.

Referral Maximizer

Maximize your results by incorporating 1:1 coaching from Bill along with everything in the Accelerator Program




  • (6) 1:1 Personal Coaching Sessions with Bill Cates
    Bill will work with you to address your unique & specific areas of focus to achieve unparalleled results. These personal coaching sessions typically run over the course of 6 to 10 weeks depending on schedules, your desired pace of learning, and how fast you want the results to start.
  • On-Demand Tactical Coaching
    As you progress through your coaching journey, specific challenges will inevitably arise. Bill will be as available as possible to answer questions, strategize for specific opportunities, and debrief appointments to keep you on track.

 Build-Your-Own Program

Design a customized package that leverages Bill’s unparalleled expertise to address your unique areas of focus


If one of our pre-set programs doesn’t fit what you’re trying to accomplish, let’s work together to craft a program that’s just right for you. Schedule a strategy call with Bill to get the conversation started. You and Bill will determine your investment of time and dollars to put together a program that precisely meets your needs.

Below are a few suggested focus areas for consideration:

  • Discovering & communicating your value proposition more effectively

    NOTE: Accelerator & Maximizer Programs both include basic value proposition coaching, but some clients may desire to go deeper.

  • Choosing or refining your target market & your bullseye (ideal client)
  • Enhancing client engagement to become more referable and create more unsolicited referrals
  • Becoming more appropriately proactive for referrals and introductions
  • Creating productive relationships with Centers of Influence
  • Using Client Events to create advocates and meet great prospects in a comfortable social setting


The Cates Academy for Relationship Marketing™
*** All Coaching Programs Include a 1-Year Membership ***

The Cates Academy for Relationship Marketing™ is Bill’s comprehensive online video learning platform. To make our programs as time & cost efficient as possible, The Cates Academy is utilized as a key ingredient in our coaching, with the option to supplement as much group and/or 1:1 personal coaching as you need. Below is an overview of the Academy, or you can click here for complete details.


18 video lessons over 5 courses

  • Course 1Communicate Your Compelling Value to Win More Clients
  • Course 2Get Referrals without Asking by Enhancing Client Engagement
  • Course 3Requesting Referrals Without Pushing or Begging
  • Course 4Secure Solid Introductions and Appointments that Stick
  • Course 5Create Powerful Referral Partners and other Alliances


  • Scripts, word tracks, templates, and checklists
  • Skill demonstrations – Watch Bill demonstrate promoting, asking, dealing with objections, backing off, and getting introduced.
  • Audio interviews with successful advisors


  • Rapid Fire Referrals™ Reinforcement Videos (The Habit Maker)
  • Social Event Marketing – Using social events to meet referral prospects.
    Click for Complete Academy Details

“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.”

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

Schedule a Call with Bill

Prior to your call, Bill will send you a brief online assessment to complete. During the call, you will discuss areas of focus and determine the package that’s the best fit. 

To get the process started, please fill out the form below or call us at 301.497.2200

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Referral Coach