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description:Learn Bill Cates' proven process for helping financial professionals get more referrals & introductions, and convert them into Right-Fit Clients
Check Out Bill Cates’ NEW Top Advisor Podcast Interviews with Top Advisors for Top Advisors!
Listen + Subscribe Now 301-497-2200 Learn Our System User Login The Proven Formula for EXPONENTIAL GROWTHFocus Your Message | Maximize Client Engagement | Leverage Your RelationshipsLEARN OUR SYSTEM Watch Video ►
After learning Cates’ system, my business grew 60% over the previous year. Michael Barratt, Financial Advisor (Des Moines, IA) Top Ten Alternatives
Bill Cates Top Advisor Podcast
Interviews with Top Advisors for Top Advisors
Bill sits down with the financial service industry’s top performers to learn their secrets to sustained success. These brief but brilliant interviews get right to the heart of what each top financial advisor is doing to acquire more right-fit clients. Listen Now Subscribe
HOW TO WORK WITH US 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.
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Programs for Individuals
Attract more ideal clients without increasing your marketing budget.
Video-Based Training 1:1 Coaching Team Coaching
Find the Right Program Programs for Corporations
Equip your advisors/reps with a results-producing process.
Video-Based Training Live Workshops Consulting
Find the Right Program Hire Bill Cates to Speak
Rest easy knowing you’ve chosen the right speaker for your group.
You’ll get more than just a speech. You’ll get a true learning experience.
Hire the Right Speaker Exponential Growth Starts Here:Sign-Up for Bills FREE Tips
Want to multiply your best clients? Join Bill’s e-mail community to receive his weekly messages full of actionable strategies to help you grow your business with more Right-Fit Clients™.
Among us MOD
FOCUS
Communicate Compelling Value Cut through the noise with a more relevant and compelling value proposition that moves people to action.
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Our world of marketing-message overload has created a race for relevance that very few are equipped to run.
Radically-Relevant Messaging will pierce through the noise, grab your prospects’ attention, and shake them up just enough so they’ll stop their busy lives and listen to you. You will attract more Right-Fit Clients™.
Critically-Compelling Messaging will resonate with your prospects in a way that moves them to action. By striking an emotional response, you’ll keep the prospect engaged and moving through your process to becoming a client.
Be relevant or be ignored!
ENGAGEMENT
Maximize Client Engagement Discover how to enhance the prospect and client experience to create loyalty and generate referrals without asking.
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The client journey is divided into 3 stages.
Stage 1 – The Prospect Experience is where you bring value quickly to your new prospect, so that you win their business and become super referable quickly.
Stage 2 – The New Client Experience is where you onboard your new client in a way that enhances engagement and maximizes your referability.
Stage 3 – The Ongoing Client Experience is where you deliver your Client Service Promise to maintain loyalty and turn clients into advocates.
LEVERAGE
Boost Referrals and Introductions Gain the skill and confidence you need to become appropriately proactive (without pushing or begging).
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YES! It is possible to approach clients for referrals and personal introductions in a way that’s professional and effective, without appearing desperate or needy.1. Get the process started by promoting introductions to trigger unsolicited referrals.
2. Apply our proprietary V.I.P.S. Method™ to uncover who they know that may benefit from experiencing your value.
3. Explore the referral process … and back off professionally when a client isn’t comfortable or interested.
4. Secure a solid introduction. Pique the prospect’s interest. Compel them to become a client.
LEARN OUR SYSTEM
Discover how we can help you get more Right-Fit Clients™ WATCH VIDEO Don't take our word for it. See what our clients are saying... “Bill’s techniques added $127,000 of annual, recurring revenue in just six months.”
Erin Gay, President Legacy Financial
“It was amazing. Bill was so well prepared. One our best decisions ever.”
Renee Sumby, Speaker Specialist Society for Human Resource Management (SHRM)
“We’ve been using Bill’s video training in our firm… with phenomenal results in terms of growing our advisors’ practices.”
Michael Schmitz, CEO SGC Financial
Are You Radically Relevant?
If you want to attract more ideal clients, you need to sharpen your message to cut through all the noise in the marketplace.
In Bill Cates’ groundbreaking latest book, Radical Relevance, you’ll discover how to focus your target market and craft messaging that not only resonates with your prospects, but compels them to take action. CHECK OUT ALL OF BILLS BOOKS
Go from Incremental Growth to EXPONENTIAL GROWTH Watch Bill in Action
Keynote Speaker Thought Leader Watch Hall of Fame Speaker and Client Acquisition Expert
ABC Business Report Wall Street Journal Live What Makes The Cates System™ Different?
While others may talk about the importance of referrals and communicating value effectively … No one else offers a complete system that enables you to increase your revenue without increasing your marketing budget.
Bill Cates is widely regarded to be the “original” Referral Coach … for good reason! Over the past 25 years, Bill has taught more than 250,000 professionals and business owners how to transform their businesses, to go from incremental growth to exponential growth, by systematically multiplying their best clients.
… Are you next?
Lets Start a Conversation
What’s on your mind? Is there a challenge that you would like to solve, or an opportunity you would like to maximize? Want to communicate more compelling value? Multiply your best clients? Hire Bill to speak at your meeting? Let’s chat.
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