Multiply Your Best Clients

Discover a Proven Process to Attract More Right-Fit Clients.

The Cates Academy for Relationship Marketing™ is Bill Cates’ comprehensive online video-training program that will help you generate significantly more income in less time by leveraging the power of referrals, personal introductions and communicating compelling value. Work smarter, not harder!

So… what’s the problem?

You’re already a high-achieving financial advisor, yet the quest for efficient client acquisition remains a challenge.

You face the daily grind of distinguishing your services in a crowded market, articulating your unique value, and converting the right prospects into profitable and enjoyable clients.

The market is brimming with advisors vying for attention, and your prospects are overwhelmed with choices and conflicting information.

Many of your prospects are stuck in inertia. They may not be happy with their current advisor or situation, but they aren’t comfortable with change. Perhaps “The devil the know is perceived as better than the devil they don’t know.”

You may feel the sting of missed opportunities and the inefficiency of other client-acquisition methods that simply don’t yield the results you’re after.

Okay, Mr. Know-It-All… what’s the solution?

The solution is fairly simple – though not always easy.

The solution is to implement a proven process to meet your ideal clients the way they would prefer to meet you. That is, an introduction from someone they already trust.

This is how you grab the attention of an ideal prospect. And sometimes this borrowed trust is enough to go all the way – to win the new client.

You also want to have a proven process for communicating your value in a way that is relevant enough to keep your prospect’s attention and compelling enough to keep them moving forward and hiring you as their advisor.  Simple!  Not always easy.

How do I get this so called “proven process?” From you?

Yes! Of course. That’s why you’re here, isn’t it?

The Cates Academy for Relationship Marketing is your gateway to meeting more ideal clients as time efficiently and cost effectively as possible.

You already know this.  You’re probably already getting unsolicited referrals. (At least I hope you are. That’s a barometer of your referability.)

Now you want a way to tap into that goldmine of satisfied clients without looking at that “Cheesy Referral Guy.”  Yes, there is a way.

         Get Started           Watch Video ►

How will this impact my business?

That’s the ultimate question – right?  Don’t get mad at me if I answer, “It depends.”

Think of it this way — What is the lifetime value of one client to you?  $500?  $5,000?  $50,000?

If you take any action at all … if you implement any of the strategies and methods that you’ll learn in The Cates Academy… you should quickly and easily recoup your initial investment.

But that’s not really your goal, is it?  You want to see phenomenal results over the lifetime of your career.  Am I right?

Look at all the statements on this page from the various financial professionals who have used the strategies and methods revealed in The Academy.

Implementing even just a few of the ideas in The Academy will act like compounded interest on your investment over time. The impact should be significant!

At the risk of sounding trite, this really is a “no-brainer.”

And, if you sign-up and don’t think the Academy is right for you, we’ll happily return your investment.

Get Started Schedule a Call with Bill

How do I know your process works (and will work for me)?

Great question! You should be asking this question.  But, don’t just take our word for it…

“When COVID hit, Bill’s referral process literally saved us. We went from 30% to 50% of our business coming from referrals, and we were still able to meet our revenue and sales numbers.”

Jason L. Smith & Bryan Bibbo
J.L. Smith Group Tax & Wealth Advisors (Avon, OH)

“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!”

James Mwombela
Financial Advisor (Durham, NC)

“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)

What makes your “proven process” any better than all the others being promoted these days?

Great question! Relevant question! Here’s what sets us apart…

💡 Proven Strategies: Our programs are built on Bill Cates’ 30+ years of experience as a renowned expert in referral-based client acquisition for financial professionals. Our system has helped thousands of financial professionals achieve exponential growth in their practices. The system works and it will work for you, if you’re willing to do the work.

🤝 Relationship Focus: We emphasize the power of genuine connections. You’ll learn how to cultivate relationships, leverage personal introductions, and build a network of Right-Fit Clients who are ready and willing to introduce you to others just like them. This is not hyperbole. This is what our clients are telling us.

📚 Focused Training: Focused Training: Gain access to a wealth of resources, including 4 core video courses, action plans, scripts/word tracks, role play videos, checklists, quizzes and more! For a detailed look at the topics covered in each course, click here.

🎯 Results-Driven: Results-Driven: Your success is our success. We provide you with the tools and knowledge to focus your messaging, boost client engagement, and leverage your relationships.

🌐 Convenient Online Learning: Access our courses anytime, on your schedule, anywhere via desktop or the Kajabi mobile app.

🗣️ Access to Bill Cates:  Our “Talk to Bill” feature allows you receive personal guidance directly from Bill Cates. Ask questions, address challenges, and celebrate your successes with Bill.

“After going through The Cates Academy, my business grew 60% over the previous year. I’m now spending less time chasing after prospects who don’t want to hear from me, and more time doing the work I love to do.”

Mike Barratt, Financial Advisor | Des Moines, IA

Join the other Financial Advisors Who Are Thriving with The Cates Academy!

Don’t miss the opportunity to finally build the business that you’ve always dreamed of – one where you no longer spin your wheels chasing after prospects, and instead invest that time into doing the meaningful work that you love to do.

After learning Bill’s system, you’ll be amazed at how remarkably simple it is to build a predictable, consistent flow of Right-Fit Clients and prospects into your business.

Join the ranks of successful financial professionals who have taken back control of their most valuable assets – their time and energy – by leveraging the power of referrals, personal introductions and communicating compelling value.

Ready to start multiplying your best clients and embark on your journey to exponential growth?

Get Started Schedule a Call with Bill

Your Cates Academy™ Membership includes a
Full year of 24/7 access to:

COURSE #1: How to Communicate Your Value More Effectively

(5 Video Lessons – Approximately 6-10 mins. each)

Communicating relevant & compelling value to prospects, clients, and COI’s is critical to success. This course gives you a road map designed to help you attract more IDEAL clients.

COURSE #2: How to Become Super-Referable

(6 Video Lessons – 5-12 mins. each)

Promoting and asking for referrals will be a waste of time if you’re not referable. In this course, you will learn how to become “Super-Referable” and generate unsolicited referrals by maximizing engagement throughout 3 phases of the Client Journey: the Prospect Experience, the New Client Experience, and the Ongoing Client Experience.

COURSE #3: How to Be Appropriately Proactive

(6 Video Lessons – Approximately 10 min. each)

There are two ways to stimulate referrals without being pushy or seeming needy: promoting and asking. In this course, you will learn ways to be proactive without running any risk of hurting the relationship.

COURSE #4: How to Secure Solid Introductions 

(5 Video Lessons – Approximately 10 min. each)

Referrals are almost worthless if you don’t get connected to your new prospect. In this course, you will learn how to turn your prospects’ and clients’ willingness to refer into effective introductions that lead to appointments.

BONUS COURSE: Social Event Marketing

(2 Video Lessons – Approximately 6 mins. each)

In this course, you will learn fun and effective strategies for meeting high-level prospects through social events.

+ Built-in Reinforcement Resources

Role Play Demonstrations: Practice Builds Skills and Confidence

(11 Video-Based Scenarios – 30 secs to 3.5 mins each)

Bill Cates demonstrates how to promote referrals, ask for referrals, deal confidently and effectively with concerns and objections, and turn willingness to refer into high-quality introductions.

Bill’s “Referral Repair Shop”: Turn Breakdowns into Breakthroughs!

(12 “Quick-Fix” Videos and Growing – 2-3 minutes each)

If you ever find yourself losing focus and getting off track, these mini-lessons will give you the “jump-start” you need. Bill starts with a bit of preventative maintenance, and then provides the repair strategy to get back on the road to more Right-Fit Clients.

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

Aquiles Larra

“Since we started working with Bill, we’ve gotten more referrals in the last 3-6 months than we did in 3-5 years before. Bill makes asking for referrals as natural as taking a breath.”

Charlie Epstein
President, Epstein Financial Services (Springfield, MA)

“Bill Cates’ process has been amazing. The key has been the confidence I’ve gained. On my very first appointment after going through your program I obtained 2 solid introductions, both of whom converted into new clients.”

Zoe Bonet
(Houston, TX)

Are you ready to grow your business … and change your life?

Your 1-year membership includes 24/7 unlimited access to:

  • 4 Core Video Courses with a total of 23 High-Content Lessons 
  • 1 BONUS Video Course on “Social Event Marketing”
  • Built-in Video Reinforcement (Role play demos + Bill’s Referral Repair Shop)
  • Unlimited 1:1 Online Coaching from Bill Cates by using the “Talk to Bill” feature. You may be learning by yourself, but you won’t be alone!
  • 60 Day Action Plan (Your simple roadmap through all the courses to maximize learning & results)
  • Scripts, Scripts … and More Scripts! (membership includes Bill’s popular Referral Scripts Book and more)
  • Results-Maximizing Resources (Practice templates, special reports, wordtracks, checklists & assessments

*** All resources are available by logging into your library via desktop, mobile browser or the Kajabi mobile app (available in the Apple App Store & Google Play)


Rapid Fire Referrals: “The Habit Maker!” ($299 value)

  • A brief (but brilliant!) video lesson emailed each week for 1 year
  • Download the audio to listen anytime or anywhere
  • Print the transcript to capture the helpful word tracks
  • Establish the habits necessary to produce tangible results

What Are You Waiting For? Let’s Get Started!

We are now offering 2 convenient payment options:

1. Payment-in-Full ($1,495 due today), or
2. 50/50 Split (2 payments of $800 – 1st payment today, balance paid in 30 days)

*** PLUS, for a LIMITED TIME, we are offering new members $200 OFF by entering coupon code TCA200 at checkout! This brings your total investment down to ONLY $1,295
if you pay in full, or as little as $600 due to get started today (if you choose the 50/50 option) ***

ENROLL NOW (Payment-in-Full) ENROLL NOW (50/50 Split Payment Option)

You WILL See Results … We Guarantee It!

We are certain you will find great value in the focus, coaching, teaching, support, accountability and results delivered by The Cates Academy for Relationship Marketing. However, if at any time you are not satisfied with the program, we will refund 100% of your money.

What is the value of acquiring even just one new perfect-fit client for your business? Now, ask yourself this: What do you have to lose?

“Just yesterday, I used Bill’s V.I.P.S. Method and it generated over 5 referrals inside one family alone. Fast, easy business. I’m helping these people, and I’m gaining business I wouldn’t have gotten without this process.”

Garret Williams
(Ft. Wayne, IN)

“Because of Cates’ system, I qualified for our Leaders Club my very first year (which was only 6 months long) and every year since. The biggest complaint amongst advisors is that they don’t have enough people to call, which I believe is their own fault. I can honestly say I probably would not have made it had I not been introduced to Bill’s program.”

Gary Yaglenski
(Perkasie, PA)

“I have been in business for 24 years and was never comfortable asking for the dreaded word: referrals. I am using Bill’s word crafting and it WORKS! I am having so much fun now.”

Robin Wollfe
(Miami, FL)

Questions? Start a Conversation with Bill.

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Referral Coach