Bruce Davison, CFP
President / CEO, Strategic Financial Concepts
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.
Buy Bill’s Books on Amazon
“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.”
“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.”
“Bill Cates is legend in the business. Our agents started producing results right after his session. It was an unbelievable experience.”