Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!

Listen + Subscribe Now

More Right-Fit Clients, More Easily.

It’s Time to Take the Struggle Out of Growing Your Business.

When it comes to acquiring more clients, what is your biggest challenge? Attracting more of the RIGHT people into your business? Perhaps you’d like to get more high-quality introductions that turn into great clients. Whatever your challenges, The Cates System™ will set you on the path to exponential growth. Let’s get started.

Programs for Individuals Watch Video ►


“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. Now that’s results!”

Erin Gay
, Founder & CEO – Legacy Financial
Annapolis, MD

Over the last 25 years, Bill Cates has helped thousands of financial professionals just like you to create exponential growth – increasing revenue without increasing marketing budgets. The Cates System™ will work for you, too!

Please take a couple minutes to read and listen to the statements below from successful advisors – like you – who are continuing to generate great results using our ideas and processes.

Have questions about the best way to get started? Start a conversation with Bill


Ways to Learn the Cates System


FREE Resources Hub

Download eGuides, scripts, audio files, videos & more complimentary results-producing tools from Bill Cates


The Cates Academy™

Bill Cates’ comprehensive online video-training program to help you generate more income in less time. 


1:1 Coaching

Highly-customizable personal coaching programs that will help you identify and overcome your unique challenges.


Bill Cates’ newest book, The Language of Referrals, is your blueprint for finding the right words and phrases to elevate your referability, confidently ask for introductions, address concerns and objections, and turn the willingness to refer into effective connections with your new prospects
Buy Bill’s Books on Amazon

  • “After learning Bill Cates’ system, I doubled my income that same year. The following year I grew by another 40%. This system works! I highly recommend learning everything you can from Bill Cates.”

    Aquiles Larra
    New York, NY
  • “The confidence I’ve gained using Bill’s process has been amazing. On my very first appointment after going through Bill’s program, I obtained two solid introductions – both of which converted into new clients.”

    Zoe Bonet
    Houston, TX
  • “Cates’ program has had a huge impact on our business. We have acquired 5 new clients worth $10 million. The results have been remarkable. I only wish we had learned Bill’s system sooner.”

    Al Fox
    Mt. Laurel, NJ

What Our Clients Say

“Year to date, Bill’s techniques have introduced me to 6 new families and brought in $12.7M in new assets. That’s $127,000 per year of recurring revenue. Now, that’s results!”

“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 seen client referrals more than triple. We’re having better quality meetings with our Centers of Influence. We’re getting more of the right kinds of opportunities for our business.”

Start a Conversation with Bill

Referral Coach