FREE Resources from Bill Cates
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Bill Cates' Top Advisor Podcast
Interviews with Top Advisors for Top Advisors
Bill Cates sits down with the financial service industry’s top performers to learn their secrets to sustained success.
These brief but brilliant interviews will get right to the heart of what each top financial advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action.
Listen + Subscribe"We are seeing tremendous results after implementing Bill Cates' system. Referral sales are up 400% in just one year."
Jerry Baker
Vice President (Decatur, AL)
E-Guides
8 Simple Steps to Reach Exponential Growth (By Multiplying Your Best Clients)
Over the past 25 years, Bill Cates has has helped thousands of companies and professionals to revolutionize their client acquisition processes and build a perpetual flow of referral-based revenue with less friction, frustration and wasted time. Claim your free copy of this high-content eGuide to discover the 8 key principles of Bill's legendary relationship marketing system
LEARN MORE & DOWNLOAD
Stop wasting your time chasing after prospects that don't fit your business! Download now and learn how to identify, attract & convert more Right-Fit Clients™.
Download this free eGuide to help bring your value to life – allowing you to elaborate just a bit on the work you do that is relevant to the conversation.
Sick of wasting your time on social media? Download Bill's checklist of action items to start generating introductions & producing real results with LinkedIn®.
Click below to download Your 1-Sentence Value Positioning Statement and uncover a simple formula for maximizing introductions to quality prospects.
"I revised my business development roadmap off of Bill's tools and guidance, and let me just say... we are off to a roaring start in 2020. Our pipeline is stronger and deeper than it has ever been, and the way I interact with COI's and prospects is 180° from where I started."
Ryan J. Weissmeuller
CPA, President - Fintrepid Solutions (Scottsdale, AZ)
Radical Relevance™ Toolkit
FREE BONUS with Purchase
Buy your copy of Bill's new book, Radical Relevance, and get free access* to the Radical Relevance Toolkit™ - an online library of exclusive, high-content resources to help you put the strategies you'll learn in Radical Relevance to work in your business, including:
• Interactive Value Prop Generator
• Radical Relevance Action Guide
• Radical Relevance LinkedIn Guide
• Gift Guide, Website Guide, eScripts ... and much more!
* Instructions for accessing the Toolkit are located in the beginning of the book, right before the foreword***
"Every time I use Cates' VIPS Method™, it works. The other day, I was with some of my top clients and started with the Value Discussion. Next thing I knew, they were going through their phones to find people to introduce me to. It's simple and effective!"
Adam Simon
Financial Advisor/Owner (Louisville, KY)
Scripts & Word Tracks
Tired of your emails going unanswered? Download now to learn exactly what to do (and say) to craft an email introduction that produces quick results.
In this free scripts report, Bill Cates provides wordtracks, examples and tips for maximizing engagement by crafting your authentic Client-Focused Why.
Click below to learn exactly what to say when implementing Bill's proven V.I.P.S. Method™ for asking for referrals without feeling needy or desperate.
Don't allow unspoken concerns to prevent referrals! Download these free scripts to learn how to instill confidence that you will handle referrals with care.
"Nobody understands and teaches the referral process like Cates. We've used him for live training, video-based training, and when we need a refresher, we schedule him for a coaching call or webinar. Without a doubt, Bill's referral system is the gold standard in the financial industry."
Georgette Gellar
Executive Vice President (New York, NY)
Videos
How to Work with Us
Ready to take the next step? You can learn our processes and systems through a variety of methods: speeches, workshops, online learning, books, coaching and consulting. Not sure what’s best for you? Reach out to us and we’ll help you make an educated decision that’s in your best interest.
Other FREE Resources
Blog
Check out Bill's weekly blog, jam-packed with articles and content to help you achieve exponential growth in your business.
Webinars
Click to learn more & register for Bill's webinars. Make sure you sign-up for Bill's weekly tips to be notified of upcoming events!
YouTube
Subscribe to our YouTube channel to keep up to date with Bill's latest video training content, and be notified when new videos are added.
"Bill's system has completely revolutionized the thought patterns of our reps, allowing us to become the #1 agency in the company. We renew The Cates Academy™ year after year and have built a culture of referrals. This is so important."
Bruce Davison
President/CEO (Wichita, KS)
Don't Miss Out on Any FREE Training Content!
Want to be notified when new resources are available? Subscribe to Bill's weekly tips to keep up-to-date on all his latest content. By signing up, you'll receive weekly emails full of actionable tips and strategies for acquiring more ideal clients through referrals, introductions and compelling value.
Contact Us
Questions? We are here to help. To get in touch with Bill, fill out the form below. You can also give us a call at 301.497.2200 or email Bill directly at [email protected].
