Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
In other words, 85% of ideal clients prefer to meet their advisor through trusted relationships – 65% of those are direct referrals.
The question is: How strong is YOUR process for generating new clients through referrals and introductions? Do you even have a process? LET’S FIND OUT!
Start Your FREE Assessment
What This Assessment Will Reveal
The Cates Referral Strength Assessment evaluates the key drivers behind consistent referrals and introductions that predictably turn into new clients. In just a few minutes you will:
Discover where your referral process is strong
You’ll see how your approach aligns with the timeless principles that drive referral-based growth.
Identify hidden gaps that may be limiting introductions
Even successful advisors often uncover blind spots and points of friction that slow their momentum.
Receive an instant action checklist
Your results include practical steps you can take to strengthen your referral process and accelerate growth.
Many advisors are surprised by what they discover. Small adjustments can lead to big results.
Start Your Free Assessment
A Small Investment of Time
The assessment includes 44 quick questions and takes most advisors only about 8-10 minutes to complete. (Time well invested!)
After completing the assessment, you’ll receive a downloadable report that includes:
- Your Referral Strength Score
- Your category in the Referral Strength Benchmark
- Specific opportunities to strengthen your referral process
- Two great bonus guides*
To see how you stack up against other advisors and take a big leap forward in acquiring more Right-Fit Clients…
Start Your Free Assessment
Leading a Team of Advisors?
If you lead a team or larger group of advisors, consider completing the assessment while thinking about your organization as a whole.
It can reveal opportunities to strengthen your culture of referrals and introductions throughout your organization.
Discover Your Team’s Referral Strength Score
PLUS …
When you complete the assessment, you’ll receive two complimentary bonus guides:
+ BONUS #1:
eGuide: Cracking the Code on CPA Referrals
Discover how to turn CPAs (and other Centers of Influence) into powerful referral partners. In this practical guide, Bill Cates shares proven strategies for building trust with CPAs, positioning yourself as a valuable resource, and generating a steady flow of high-quality introductions.
+ BONUS #2:
Checklist for Success: Team Referral Culture
Build a referral culture that goes beyond simply asking for referrals. This checklist helps you align your team, reinforce your value, and create consistent opportunities for introductions throughout the client experience. Everyone can contribute to attracting new ideal clients
What Are You Waiting For?
Take the first step in discovering how to take the friction out of your business with a reliable referral process that brings you a consistent flow of ideal clients.
Start Your Free Assessment
About Bill Cates
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of six best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, Radical Relevance, The Language of Referrals andThe Hidden Heist. Bill is the host of the popular Top Advisor Podcast, as well as a highly sought-after Hall of Fame international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Questions? Start a Conversation with Bill.
