"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. You're a dynamic speaker with an important message. Thank you for helping me make this a very successful meeting!"
Mark Rannow
Manager of Financial Consultant Program
Thrivent Financial for Lutherans
"Your referral system has had a huge impact upon my practice. I'm getting more referrals than I can handle - a good problem! Just the other day, I used your method to ask a client for referrals, and she gave me 22."
Harry Schiavone, Jr.
Aetna Retirement Services
Welcome Meeting Planners!
Here's everything you need to make your event a success.
Listen to a special audio message for
meeting planners from Bill Cates.
If you're interested in setting up an event with one of our speakers, please use the content on this page to help. The best way to get
started is to give us a call, send us an e-mail or fill out our Request a Speakerform.
We’ll learn more about your situation, your people, and your challenges.
If we feel we can help you produce the significant results you want, we'll tell you why and how. Then, together, we'll craft a program that will accomplish your goals.
What We Do
Most individual financial professionals under-perform when it comes to acquiring clients through referrals. There’s a gap between where they
are and where they could be. Our mission is to help financial
professionals fill this and become even more productive.
Main Platform & General Sessions
More detailed program descriptions are available upon request.
Secrets of Top Producers: How to Get to the Top and Stay There
What are the critical decisions top financial professionals have made to
get to the top? What results-producing strategies do they employ to build and maintain their successful businesses? This is a highly motivating program where Bill shares actual stories and techniques from the most successful financial pros.
Creating a Referral Explosion
This is a high-content general session filled with proven result-producing ideas. Learn the power of a true Referral Mindset and what it takes to create a steady supply of high-quality clients with referrals. Learn the reasons why people don’t ask for referrals and how to set those reasons aside. Bill will demonstrate his popular VIPS Method™ for Asking for Referrals. This is a very interactive session. Expect to see a lot of note taking.
Don’t Keep Me a Secret!
Based on Bill’s latest book of the same title, this program is a fire hose of ideas and tactics used by successful financial pros from all sectors of the financial services industry. You’ll get one great tip after another designed to help financial pros go from a scarcity of referrals to an abundance of referrals.
Building a Stronger Referral Culture (for Leaders & Managers)
The financial professionals need to generate the referrals, but the leadership helps shape and maintain that culture. Leaders and managers learn the 4 key ingredients necessary to create a thriving referral culture within your firm. They will emerge with clear strategies and tactics they
can use right away.
Seminars and Training Programs
Building a Thriving 100% Referral-Based Business
This roll-up-your sleeves session delivers the four proven strategies of
the Bill Cates Referral Advantage™ Program. This system is being used effectively by thousands of salespeople around the world. This session will show the attendees how to work 100% by referrals through: enhancing their referability, prospecting for introductions, networking
more strategically, and targeting niche markets.
Asking for Referrals Without Begging and Without Pushing
The 2 main reasons financial professionals don’t ask for referrals more often is because they don’t want to look unsuccessful (begging) and they don’t want to hurt their client relationships (pushing). Bill will show your financial pros how to engage a client in a referral conversation that comes from a place of great confidence and never ever hurts a relationship. He’ll demonstrate how to plant referral seeds as well as his popular VIPS Method™ for Asking for Referrals. If the session is long enough, he will lead the attendees in a round of skill building.
Client Loyalty & Leverage
What does it take to create, not a satisfied client, but a loyal client? And what does it take to turn that loyal client into an advocate? This program will show attendees the three levels of client contact (transactional, value added, and business friendship) and how each level is critical to gaining loyalty and leverage. Attendees will emerge with clear action steps to insuring client loyalty as well as great introductions to new clients.
Social Prospecting
There are many prospects who would prefer to meet their new financial professional through a social introduction, before sitting down for a more formal business meeting. Many top professionals have been using Social Prospecting strategies and tactics for years to attract the highest level prospects. The session will give attendees very practical information on how to get new clients through such strategies as: referral events, community service and philanthropic endeavors; country club membership; boat ownership and golf outings; and natural market activities.
Attracting Affluent Clients Through CPAs and Other Professional Alliances
Networking is an overused term and an underused strategy. This is not your ordinary, trite program on networking. This session teaches how to build and maintain a strategic network of key Centers of Influence who refer only the best quality clients. Attendees will learn how to meet more CPAs and attorneys and how to start a flow of top-quality introductions.
"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. You're a dynamic speaker with an important message. Thank you for helping me make this a very successful meeting!" 
"Your referral system has had a huge impact upon my practice. I'm getting more referrals than I can handle - a good problem! Just the other day, I used your method to ask a client for referrals, and she gave me 22."
