Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Transform Your Client Acquisition with The Cates System™
Our individual and group coaching programs for financial professionals will help you exponentially grow your revenue without increasing your marketing budget by:
🎯 Communicating More Relevant & Compelling Value
🎯 Establishing a Reputation that Draws Ideal Clients to You
🎯 Multiplying Your Best Clients with Referrals & Introductions
Schedule a brief strategy call with Bill to determine which program is right for you!
Compare Packages Schedule a Call with Bill
Exponential Growth Starts Here.
Scroll down to check out the details of our coaching programs outlined on this page – as well as what a few accomplished advisors are saying – and then schedule a complimentary strategy call with Bill to discuss which of our programs may be the Right-Fit for you.
Compare Packages Schedule a Call with Bill
Radical Relevance Value Proposition Program
In this highly-focused look at how you communicate your value, Bill will help you become crystal clear on exactly who you want to attract to your business, and how to effectively communicate your value to those Right-Fit prospects, clients, and COIs in a well-defined, relevant, and compelling manner that propels them into action.
YOU WILL DISCOVER HOW TO:
- Develop and use an effective Value Positioning Statement.
– - Incorporate the power of empathy in everything you say and write.
– - Use two powerful formulas for communicating what makes you different.
– - Determine if you might need to narrow your marketing focus.
– - Give your clients and COIs a concise, memorable, and effective way to convey your value to others.
INCLUDES:
- 4 hours of personalized Zoom coaching with Bill Cates, spread out over 4-6 calls. Additional time may be added to the program if needed.
– - 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.)
– - Rapid Fire Referrals
(“The Habit Maker”)
Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.
Referral Accelerator Program
Stop chasing after prospects who don’t want to hear from you, or aren’t the right fit for your business. It’s time to take the friction out of the client acquisition process and start meeting ideal clients in the way they prefer to meet you – through a warm introduction from someone they already trust.
YOU WILL DISCOVER HOW TO:
- Become more referable with prospects, clients, and COIs.
– - Encourage introductions to ignite the flow of unsolicited referrals.
– - Ask for introductions (without begging!)
– - Discuss concerns and reluctance (without pushing!)
– - Turn willingness to refer into effective connections that lead to appointments.
– - Get “referred up” to more ideal clients.
INCLUDES:
- 4 hours of personalized Zoom coaching with Bill Cates, spread out over 4-6 calls. Additional time may be added to the program if needed.
– - 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.)
– - Rapid Fire Referrals
(“The Habit Maker”)
Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.
Bullseye Reputation Marketing Program
The more narrow your target market, the more exacting your messaging becomes, and the more you’ll attract the Right-Fit prospects that you are uniquely qualified to serve. Learn how to build a reputation and create a name for yourself in a well-defined niche, so you can move from push prospecting to attraction marketing.
YOU WILL DISCOVER HOW TO:
- Settle on the best target market for you.
– - Provide more of both perceived and tangible value to your clients.
– - Employ more relevant and compelling value communication.
– - Create advocates who know people like themselves.
– - Build a reputation that draws ideal clients to you.
– - Make client acquisition more efficient and more profitable.
INCLUDES:
- 4 hours of personalized Zoom coaching with Bill Cates, spread out over 6-8 calls. Additional time may be added to the program if needed.
– - 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.)
– - Rapid Fire Referrals
(“The Habit Maker”)
Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.
Exponential Growth Program
Stop wasting time and dollars on marketing initiatives that don’t produce a clear ROI! To truly achieve exponential growth, you must integrate 3 core strategies, which Bill refers to as the “3 R’s of Relationship Marketing” – RELEVANCE, REPUTATION and REFERRALS. When these strategies synergistically work with each other, your ideal clients will start wanting to work with you.
This process works, and it will work for you. Bill will ensure you implement, execute and get results.
Our Exponential Growth Program offers a comprehensive overhaul of your client acquisition process by taking a deep dive into the 3 R’s of Relationship Marketing. This program INCLUDES ALL 3 PROGRAMS outlined below:
- Radical Relevance Value Proposition Program ($1,995 value)
- Referral Accelerator Program ($1,995 value)
- Bullseye Reputation Marketing Program ($1,995 value)
Please scroll up to the “À La Carte Options” section to read the complete overview of what’s included in each program.
*** Set-up a complimentary strategy call to explore the option that’s best for you ***
Precision Coaching Program
Elite athletes don’t hire coaches because they’re failing. They hire specialists to make small improvements that produce meaningful gains. A baseball player may work with a hitting coach. A golfer may hire a putting coach. Even the world’s best performers know the value of an outside perspective. Successful advisors are no different.
Sometimes you don’t need a long-term coaching program. You need an experienced perspective to help you solve one important challenge, sharpen your messaging, or accelerate your marketing.
CLICK HERE to read more
What Could Short Burst Coaching Help You Accomplish?
Common opportunities and challenges advisors bring to Bill:
- Clarifying your value message so prospects quickly understand why you’re different
- Generating more introductions from satisfied clients
- Building productive relationships with Centers of Influence
- Identifying the right target market and establishing a stronger reputation within it.
- Improving your LinkedIn profile and online reputation
- Designing client events that create natural opportunities for introductions. Brainstorming marketing ideas tailored to your practice
- Identifying what is stalling your client acquisition efforts and determine your next steps.
Coaching That Works Around Your Needs
Your initial $995 investment includes three coaching hours that go into your personal Coaching Bank. Use that time in the way that works best for you.*
Most advisors schedule four or five shorter sessions over several weeks to months. This gives you access to Bill’s guidance when a question, challenge or opportunity arisesBill is also generous with his time and rounds sessions down in your favor.
Some advisors accomplish what they need with their first three hours. Others add more time to their Coaching Bank or move into a more comprehensive program, such as The Cates Academy for Relationship Marketing.
There is no long-term commitment. The level of support you choose is entirely up to you.
** Additional coaching time may be purchased as needed. If you later enroll in a larger coaching program, your $995 investment will be credited toward that program.
*** Schedule a complimentary strategy conversation with Bill. Together, you will discuss your goals and determine whether Precision Coaching or a more comprehensive coaching program is the right fit for you.
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.
"*" indicates required fields
