Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Pages
- 1:1 and Group Coaching Packages from Bill Cates, Referral Coach
- About Us
- Advisors Rave About Bill Cates
- Bill Cates’ Top Advisor Podcast
- Bill-E (Virtual Bill Cates)
- Bill’s Test Page
- Blog
- Cart
- Checkout
- Coaching Packages from Bill Cates
- Contact
- Demo: “Prospering In Your First Year”
- Ep. #24 – How to Guide Your Clients as a Sudden Wealth Financial Advisor with Myah Moore Irick
- Ep. #25 – How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
- Ep. #26 – How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
- Ep. #27 – Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA®
- Ep. #28 – Building a Referral Only Practice on a Powerful Story With Tyson Vines 
- Ep. #29 – The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.
- Ep. #30 – Asking for Referrals and Getting Referred Up (Part 2) – with Maribeth Kuzmeski, PhD.
- Ep. #31 – The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®
- Ep. #32 – 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP
- Ep. #33 – How One Advisor Built a $1M+ Boutique Financial Practice Taking 12 Weeks Off Per Year with Anat Yoder, CFP®, CRPS®
- Ep. #34 – “Growing Wellthy”: The Importance of Holistic Financial Planning with Stevyn Guinnip
- Ep. #35 – “Before You Ask for Referrals, Get Your Mindset Right” with Bill Cates, CSP, CPAE
- Ep. #36 – Attracting Affluent Women | Great Niche Markets for Financial Advisors with Russ Thornton
- Ep. #37 – Strategies for Attracting Affluent Women Clients with Adri Miller-Heckmann
- Ep. #38 – 2 Big Marketing Strategies for Financial Advisors That Most Fail to Use with Sara Grillo, CFA
- Ep. #39 – 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
- Ep. #40 – Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.
- Ep. #41 – Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild
- Ep. #42 – The Power of Effective Networking for Financial Advisors with Michael Goldberg
- Ep. #43 – Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE
- Ep. #44 – Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®
- Ep. #45 – How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach
- Ep. #46 – The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus
- Ep. #47 – From Bucket Lists to Live It Lists – an Advisor’s Path to $1M in Annual Production in 5 Years with Nicole Middendorf, CDFA
- Ep. #48 – Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
- Ep. #49 – LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss
- Ep. #50 – How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®
- Ep. #51 – Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA
- Ep. #52 – Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway
- Ep. #53 – Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®
- Ep. #54 – Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones
- Ep. #55 – Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko
- Ep. #56 – A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis
- Ep. #58 – Building Connections that Turn into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting with Alice Tang, ChFC, MIM
- Ep. #59 – Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®
- Ep. #60 – The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC
- Ep. #61 – Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates
- Ep. #62 – The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
- Ep. #63 – Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP
- Ep. #64 – Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins
- Ep. #65 – Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️
- Ep. #66 – 6 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey
- Ep. #67 – The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
- Ep. #68 – How to Find Your Niche Market and Craft Your Origin Story to Build Trust with Dan Brothers, CFP®
- Ep. #69 – Growth Through Books and Financial Advisor Target Markets with Michael Budnick
- Ep. #70 – Strategic Email Marketing for Financial Advisors with James Pollard
- Ep. #71 – The Future of Niche Marketing for Financial Advisors: Proper Diagnosis and Targeting with Reese Harper, CFP®
- Ep. #72 – Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner
- Ep. #73 – Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®
- Ep. #74 – How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford
- Ep. #75 – Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Barron Damon
- Ep. #76 – The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®
- Ep. #77 – Using Financial Advisor Video Marketing to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®
- Episode #1: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA®
- Episode #10: Adding a Target Market to An Already Successful Practice with Tiffany Charles
- Episode #11: How to Grow Your Business Without Prospecting With Randy Carver CRPC®, CDFA®
- Episode #12: Using “Wow” to Maximize Client Engagement and Create Advocates with E. Scott Miller
- Episode #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community with Jeff Chaddock, CRPC®, APMA®
- Episode #14: Financial Advisor Best Practices: What’s Working (and What’s Not) with Mark Williams
- Episode #15: The Truth About Social Media for Financial Advisors with Kristen Walker
- Episode #16: Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP®
- Episode #17: How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®
- Episode #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith
- Episode #2: The Benefits of Narrow Target Markets for Financial Advisors (with Adam Cmejla, CFP®)
- Episode #20: Cultivating a Company Culture That Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®
- Episode #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner
- Episode #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play with Travis Ray Chaney
- Episode #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario
- Episode #3: How a Business Friendship Can Turn a Loyal Client into an Advocate (with Lester Matlock, CFP®, CRPC®, APMA®)
- Episode #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life (with Peter Oldziey, CFP®)
- Episode #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast (with Bryan Sweet, CLU, ChFC)
- Episode #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business (with Joe De Sena, CFP®)
- Episode #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®
- Episode #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®
- Episode #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®
- Financial Advisory Team Sales Page
- FREE Webinar | “Focused Growth: The Power of Target Marketing”
- FREE Webinar | “Multiply Your Best Clients Through Referrals & Introductions”
- FREE Webinar | “The Radically Relevant Advisor”
- FREE Webinar | “The Wholesaler’s Double Threat”
- Hire Bill Cates to Speak
- Language of Referrals
- My account
- NEW Cates Academy for Corporations
- NEW Cates Academy for Individuals
- Online Store
- Premiere Episode: Introducing the Top Advisor Podcast!
- Programs for Corporations
- Programs for Individuals
- Prospering in Your First Year (and Beyond)
- Prospering in Your First Year: Corporate
- Prospering in Your First Year: Individuals
- Radical Relevance
- RapidFire Referrals
- Referral Spark
- Shop
- Sorry, our webinar has ended
- Test Comparison Chart
- Test Episode Inventory
- Test FAQs
- TEST FAQs
- Test Page
- Test Sidebar
- Thanks for contacting us
- Thanks for ordering your “Radical Relevance” Autographed Hardcover
- Thanks for signing up for Bill’s weekly tips!
- Thanks for sticking around
- Thanks! You’re now enrolled in The Cates Academy
- Thanks! Your eGuide is on the way.
- The Cates Academy for Relationship Marketing
- The Language of Referrals Short Course
- The Language of Referrals Short Course (Lesson #1)
- The Language of Referrals Short Course (Lessons #1-2)
- The Language of Referrals Short Course (Lessons #1-3)
- The Language of Referrals Short Course (Lessons #1-4)
- The Language of Referrals Short Course (Lessons #1-5)
- The Language of Referrals: Group Mastery Program
- The Language of Referrals: Group Mastery Program – Kickoff Video
- Top Advisor Podcast | Complete List of Episodes
- Virtual Presentations
- Welcome to the Referral Coach
Archives
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
Categories
- Be a Fearless Prospector (1)
- Be More Referable (13)
- Client Engagement (7)
- Communicate Your Value (16)
- Contact Prospects Effectively (2)
- Convert Prospects into Clients (Sales) (24)
- Get More Centers of Influence (5)
- Get More Clients (86)
- Get More Introductions (6)
- Get More Referrals (109)
- Ideas into Action (10)
- Leverage Linkedin – Social Media (1)
- Networking (5)
- Radical Relevance (2)
- Referral Commitment (53)
- Set More Appointments (3)
- Target Marketing (4)
- Turn Referrals Into Introductions (13)
- Uncategorized (3)
