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Podcast Category:
Marketing
Ep. #100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients
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Ep. #99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
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Ep. #98 – What Actually Works for Advisors with Michael Kitces
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Ep. #91 – Attracting Ideal Clients Through Niche Marketing with Kristen Luke
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Ep. #89 – Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh
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Ep. #84 – EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE
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Ep. #82 – Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr
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Ep. #77 – Using Financial Advisor Video Marketing to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®
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Ep. #73 – Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®
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Ep. #72 – Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner
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INDIVIDUAL PROGRAMS
The Cates Academy for Individuals
1:1 and Group Coaching
RapidFire Referrals
On-Demand Video Training for New Advisors/Agents
Advisors Rave About Cates
CORPORATE PROGRAMS
The Cates Academy for Corporations
1:1 Coaching
Virtual Group Mastery Program
On-Demand Video Training for New Advisors/Agents
Live Sessions
Virtual Presentations
Leaders Rave About Cates
RESOURCES
See All FREE Resources
Sign-up for Bill’s Weekly Tips
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Get Bill’s New Book – The Language of Referrals
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Robo Cates (Virtual Bill Cates)
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