Bill Cates

Biography

Bill Cates CSP, CPAE, has revolutionized the way financial professionals generate an abundance of high-quality referrals. His first two books, "Unlimited Referrals" and "Get More Referrals Now" (McGraw - Hill) has established Bill as the financial services industry's foremost expert on building a thriving referral-based business. Bills newest book, "Don't Keep Me a Secret", is receiving rave reviews. Bill is the president of Referral Coach International and the creator of Bill Cates' Referral Advantage Program.

Bill's Referral Advantage Program has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power and Research Magazine. And his own business success has been featured in Money Magazine. Bill is a regular contributing editor for many financial services publications such as: Advisors Today, Horsesmouth, On Wall Street, Research, Ticker, Insurance Agent Weekly, and ProducersWeb.

Bill has trained over 50,000 financial professionals in his proven referral system. And they are using his ideas to build their practices with quality referrals.

Bill's speeches and seminars are dynamic, fun, high energy, and high content. Bill is the kind of speaker who prefers to talk with his audience instead of talking to them. Therefore, you can expect a highly interactive session filled with practical business-building strategies.

Publications

Unlimited Referrals:
Secrets That Turn Business Relationships into Gold

This book takes a fresh look at the power of referrals. Your awareness and thinking will shift, so your actions will become more powerful. You`ll learn how to live a "referral lifestyle." Your selling will be more enjoyable than you ever thought possible. I guarantee that after you read this book your sales will increase dramatically.

The next time you call prospects, they will know who you are and why you`re calling, and they`ll be eager to speak with you! After reading this book, selling will be like shooting fish in a barrel. You`ll have fun and you`ll make more money.

Titles

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.