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Interviews with Top Advisors for Top Advisors!

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A Culture of Success Starts With Confidence.

Unleashing Exponential Growth is Easier Than You Think.

If your advisors aren’t producing at the level both you AND they desire, they are most likely lacking in two key areas: clarity and confidence. The Cates System™ will arm your team with all the tools they need to focus their messaging, maximize engagement and leverage their relationships to build a thriving referral-based business. Let’s get started.

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“Bill has completely revolutionized the thought patterns of our reps and brought us to the #1 agency in the company.”

Bruce Davison, CFP
President / CEO, Strategic Financial Concepts

Let’s get clear on something. Nagging your reps to increase their activity doesn’t work! Especially not in the long term. So, what does? Building a culture with the right mix of training, practice, reinforcement, and celebration.

But, don’t take our word for it! Scroll down to learn more about the incredible results that other successful leaders have obtained by integrating The Cates System™ into their company culture.

Questions about how to get your team started on the path to exponential growth? Start a conversation with Bill


Ways to Learn the Cates System


FREE Resources Hub

Download eGuides, scripts, audio files, videos & more complimentary tools that will have an immediate impact on your business.


The Cates Academy™

Our comprehensive and flexible online video-training program will help your reps build a thriving referral-based business.


Live Sessions

Dynamic and engaging keynotes, workshops & virtual events customized for your team and designed to inspire action.


“Prospering In Your First Year”

On-demand video training program teaches referral & appointment-setting skills for new agents/advisors


Bill is the author of four bestselling books: Don’t Keep Me a Secret, Get More Referrals Now, Beyond Referrals, and his popular new release – Radical Relevance. Bill’s books provide a great opportunity to get acquainted with his relationship marketing system before moving onto our other training programs.
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  • “Using Bill’s process, we produced a 20% lift in revenue across our team. The results are amazing – they pay for themselves. You can’t be any happier with that.”

    Trey Taylor, J.D.
    CEO, Taylor Insurance Services
  • “The Cates System is the best in the business. We’re using Bill’s live and video-based programs. For the approximately 50 advisors who went through his first session, new clients acquired through referrals are up 30% over the same period last year.”

    Patrick OConnell
    EVP, Ameriprise Financial Services
  • “Bill Cates is legend in the business. Our agents started producing results right after his session. It was an unbelievable experience.”

    Daniel Slattery
    Regional Director, Bankers Life

What Our Clients Say

“The thing I love most about working with Bill is that he comes in and becomes part of the culture, working dynamically with our sales and management teams.”

“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!”

“We’ve been using Bill’s video training in our firm for the better part of 15 years, with phenomenal results in terms of growing our advisors’ practices.”

Start a Conversation with Bill

Referral Coach