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Speaking of Bill Cates...
Bills induction into the Professional Speakers Hall of Fame
(127 Members World Wide)
Bill Cates, CSP, CPAE has revolutionized the way financial professionals generate an abundance of high-quality referrals.
As the creator of the Referral Advantage™ Program, Bill Cates has revolutionized the way financial professionals are using referrals and other powerful marketing strategies to attract more clients and increase sales!
Organizations having been calling on Bill since 1996 to help them boost the productivity of their representatives. Veterans learn how to successfully leverage their base of loyal clients. Rookies get the right strategies from the very start of their career.
- His popular books, "Unlimited Referrals", "Get More Referrals Now," and "Don't Keep Me A Secret," have established him as America's foremost expert on attracting high-quality clients through referrals.
- Bill's Referral Advantage™ Program has been featured in industry publications such as On Wall Street, Research Magazine, and Advisor Today, as well as popular online publications such as Horsesmouth.com and ProducersWeb.com. Bill and his system have also been featured in Success Magazine, Entrepreneur Magazine, and Selling Power Magazine.
- His own business success has been featured in Money Magazine.
- Bill has spoken three times for the prestigious annual meeting of the Million Dollar Round Table as well as The Court of the Table.
| Bill's Client List |
Corporations
Ameriprise Financial
Bank of America
Bankers Life
Commonwealth Financial
Chevy Chase Bank
Edward Jones
First Command
Lincoln Financial
LPL
M&T Bank
Mass Mutual
Merrill Lynch
Met Life
Mutual of Omaha
New England Financial
New York Life
Northwestern Mutual
Penn Mutual
PNC Bank
Prudential
Raymond James
Schwab Investments
Smith Barney
State Farm
Thrivent Financial
UBS Financial
Associations
Million Dollar Round Table
Investment Management & Consultants Association
National Association of Insurance and Financial Advisors
Society of Financial Service Professionals
Maryland Bankers Association
Institute for Certified Investment Management Consultants General Agents and Managers Association
Broker-Dealers
Annuity Masters
Centaurus Financial
Commonwealth Financial
H.D. Vest
Sigma Financial
Summit Financial
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- Bill has earned the professional designation of CSP – Certified Speaking Professional (fewer than 450 speakers worldwide hold this designation). Bill is a polished professional and is very easy to work with.
- Bill's speeches and seminars are high energy, entertaining, and filled with strategies and tactics that can be put to use immediately.
Bill is the kind of speaker who prefers to work with his audience instead of talking to them - engaging and challenging them at every turn.
Keynotes and Short Presentations
Seminars and Training Programs
Testimonials
 "The feedback for your presentation to the Financial Planning Association was exceptional. The topic of Referrals is prized topic that constantly frustrates planners and firms in our industry as the industry evolves and begins to shed the image of pushy sales people. This is why your presentation was so important to our membership"
- Bryan Beatty, CFP, Director of Business Development FPANCA
"Bill, both of your presentations to our advisors were very well received. Everyone likes your relaxed, yet dynamic speaking style. And, clearly, you have the best referral training available in the industry. Our veterans tell me they wish they had this sort of training years ago.
Thank you!
"
- Dane M. Burkholder, ChFC, CRPC, Manager
Franchise Recruiting and Engagement Mid Atlantic Market Group
Ameriprise Financial
 "Thank you very much for a fantastic presentation at the Ameriprise conference in Minneapolis last week. This was my first opportunity to hear you present in person and I am thankful that I finally had the chance to hear your material. The content you present is extremely valuable. For me, the most compelling aspect of your presentation is the fashion in which you present the material. The material is very professional and compelling, but also very down to earth and absorbable (if that is a word!). You present in a very 'real' fashion and I found your advice and insight very easy to relate to, which in turn has me extremely motivated to implement."
- Shannon M. Anderson - Financial Advisor
Ameriprise Financial - Madison, WI
 "You're a dynamic speaker with an important message. Your presentation at our conference was a rousing success. Not only did your presentation receive some of the highest scores, I had a number of people come up to me afterwards to say how much they appreciated your remarks. Thank you for helping me make this a very successful meeting!"
- Mark Rannow, Manager of Financial Consultant Program,
Thrivent Financial for Lutherans
 "Bill Cates’ presentation to our Agency Force was fantastic. He was engaging, humorous, and his content really hit home for us. Even our ‘toughest veterans’ were impressed with his message and his style. The feedback has been wonderful and just a week after the program, I’m already hearing of results people are having with his techniques."
- Sandra Dorsey, Assistant Vice President & Meeting Chair,
Erie Insurance
 "The Bill Cates' Referral Training Program is the best in the business. We're using live programs and his video-based program. For the 50 advisors who went through his first session, new clients acquired through referrals are up 30% over the same period last year."
- Patrick H. O'Connell, MBA, CFP™, ChFC, Group Vice President,
Ameriprise Financial
"I came into the business five years ago and after sitting through a one week training boot camp which included your video series, I realized that the only way I would survive was if I got everyone I knew to sit down with me from my initial list and then became referable. I listened to your cd in the car, watched the tape series a couple of times and would constantly talk to myself in the car role playing your system. I am happy to say that I have made leaders club every year including that first year, which was only 6 months, and now teach all new incomers into our office on referrals.
I can honestly say I probably would not have made it had I not been introduced to your system."
- Gary M. Yaglenski,
BM & A, Ltd.
"You got my people so fired up about referrals…they TRIPLED the number of referrals they were getting."
- Michael Condry, General Agent,
Northwestern Mutual Financial Network
"The year after Bill came in and worked with our wholesales our sales virtually doubled. We went from $158 million to roughly $350 million."
- Jim Little, Executive Vice President,
The Campbell Fund
"When all 2,000 agents stood up to applaud your speech, I knew I had made the right decision to use you."
- Joe Filko, Conference Chair,
Northwestern Mutual Life
"Your presentation was amazing. I will always remember your story on courage. Brilliant! My team implemented just one idea: the value discussion. We have had good results. We have received 5 referrals ($250,000 plus -- and one was $1,000,000) plus a few clients have added more money to their portfolios. One would think with such great results that we would be having the value discussion every day!"
- Mary Collins, CFP, Collins Financial, Seattle, Washington
"You did a terrific job you did at our December meeting. You were a big draw for our members as you could see from the full house we had.
You have the perfect blend of content and fun. Your expertise on the subject of referrals is unparalleled and many of our members remarked afterwards at how helpful your presentation was. You are a fun, lively, and motivating speaker as well."
- Brian Bogart, President,
Financial Planning Association, Greater Washington, DC
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