HOME  >  EVENTS  >  2023 VIRTUAL SUMMIT  >  Bill Cates

Bill Cates, CSP, CPAE
Referral Coach International and the Cates Academy for Relationship Marketing

Create Exponential Growth By Multiplying Your Best Clients

Grow your business by meeting new clients the way they want to meet you – through an introduction from someone they trust. In this fast-paced, high content session with Bill Cates you will discover how to:

1.    Become super referable to generate unsolicited referrals and introductions.
2.    Be appropriately proactive without pushing, begging, or feeling like “that creepy referral guy.”
3.    Turn your clients’ willingness to refer into effective introductions (connections) to new prospects.

Bill will provide very specific examples of how successful advisors are using these strategies. Serving clients well (as you should) will create incremental growth. Being purposeful with a proven process will lead to exponential growth.

Bill Cates, CSP, CPAE, President of Referral Coach International, is the author of Get More Referrals Now, Beyond Referrals, and Radical Relevance. He is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the acclaimed Top Advisor Podcast (TopAdvisorPodcast.com) – now ranked in the Top 10% of podcasts worldwide.

For over 30 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value, enhancing client engagement, and multiplying their best clients through personal introductions.

Bill was inducted into the Professional Speakers Hall of Fame in 2010 which includes such notable individuals such as Colin Powell and Ronald Reagan. So, you can expect an engaging, relevant, and high-content session with a little bit of fun. 

The most important thing for you to know is that thousands of financial professionals – of all types –  are using Bill’s system to attract a steady flow of ideal clients. His system is working for them, and it will work for you, too!

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