Leverage the Power of Relationship Marketing to Acquire More Right-Fit Clients
Individual & Group Coaching Opportunity
Coaching programs for financial professionals designed to significantly increase your revenue without increasing your marketing budget. Schedule a brief strategy call with Bill to determine which program is right for you!
🎯 Communicate More Relevant & Compelling Value
🎯 Establish a Reputation that Draws Ideal Clients to You
🎯 Multiply Your Best Clients with Referrals & Introductions
“Bill, can you help me get in front of more qualified prospects more easily?”
I get asked this question all the time. And the answer is a resounding YES! When executed properly, Relationship Marketing – without a doubt – is the most cost effective and time efficient way to reach more Right-Fit Clients. By focusing your client acquisition efforts in this area, you will not only increase your revenue, you will reduce your marketing costs at the same time!
The Cates System™ is built on 3 core strategies, which Bill calls the 3 R’s of Relationship Marketing:
RELEVANCE • REPUTATION • REFERRALS
By employing any one of these strategies, you’ll begin to reach & resonate with more ideal clients. But, when you truly master the 3 R’s, there’s a synergistic dynamic that removes the friction from the client acquisition process & paves the way for exponential growth. Simply stated, when these strategies work with each other, your ideal clients will want to work with you.
Learn More About Our Programs and Schedule Your Complimentary Strategy Session HERE: www.CoachCates.com
“There were two watershed moments in my career. One of them being when I started to follow Bill’s system… As a result, my assets under care and revenue have doubled in three years.”
Dan Brothers, CFP
Greater Boston, MA
“Year to date, Bill’s techniques have introduced me to 6 new families and brought in $12.7M in new assets under management. That’s $127k of yearly recurring revenue. Now that’s what I call results!”
Erin Willis, CFP
Annapolis, MD
“We’ve seen client referrals more than triple. We’re having better quality meetings with out Centers of Influence. Using Bill’s methods, we’re getting more of the right kinds of opportunities for our business now.”
Ryan Weissmueller
Scottsdale, AZ
“Using some of the ideas and constructs that Bill talks about in his program, we’re getting introduced to not only more people, but the right people for our business.”
Chad Hufford
Anchorage, AK
Who is Bill Cates, The Referral Coach?
Bill Cates, CSP, CPAE, works with 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, communicate their value proposition more effectively, blend digital and human strategies, 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 8 books including Get More Referrals Now, Beyond Referrals, Radical Relevance, The Language of Referrals and The Hidden Heist.
He is the founder of The Cates Academy for Relationship Marketing™, and is the host of the acclaimed Top Advisor Podcast – now ranked in the Top 3% of podcasts worldwide.
Most importantly, advisors are using Bill’s strategies and tactics to growth their businesses in the exact direction they want, with ideal clients, more efficiently and more profitably.
It works for them and it can work for you.