Bill Cates

Testimonials

"When all 2,000 agents stood up to applaud at the end of your speech, I knew your message was well received. Your presentation was the perfect combination of information, motivation, and appropriate humor."
Joe Filko,Eastern Regional Meeting Chairperson
Northwestern Mutual Life

"Your program at our annual Achievement Conference was fantastic. Nothing but rave reviews!"
John Boeder, Senior Vice President
American Express Financial Advisors

"In all my years of attending MDRT, GAMA, and NALU conventions, you are one of a handful of speakers who possess both style and substance. Your message needs to be heard by all."
Robert Castellina, LUTCF, CFP, and President
Philadelphia Association of Life Underwriters

"I`ve been getting incredible feedback from both our customers and our associates. Your evaluation scores were fantastic: 9.3 out of 10 for the program and 9.7 for your presentation."
Cynthia Flanders, Senior Vice President
NationsBank

"Our referrals have doubled in the two months following the implementation of your system."
Jim Goryeb, Vice President of Sales
Champion Mortgage

"The program you delivered 15 months ago has had a lasting impact. Our advisors are acquiring new clients by referrals at a rate that`s 40% higher than the national average for our company."
Tim Holland, Field Vice President
American Express Financial Adviors

"A month after your program our people are still excited about your message. You actually changed people`s thinking regarding referrals, which has led to more productive actions."
Steve Suddeth, General Agent
MassMutual

"Your Unlimited Referrals seminar was terrific! You have a real knack for explaining the referral process. You held everyone`s attention the entire program, and I heard nothing but great comments after you left."
Bradley Dean, Senior Financial Consultant
Merrill Lynch

"Cold calling is as much fun as cleaning toilets in a sports stadium and I`ve discovered that nobody likes to get cold calls anymore - especially from insurance agents! With your referral system, I`ve been able to tap into my large client base and create a steady flow of high-quality referrals. Thanks!"
John Koziol, CLU
Nationwide Insurance

"Your stuff really works! Using your strategy of helping my client protect her relationships with her colleagues, I got her to call them to pave way for me. Both gave me appointments and one became a client. You put more money in my pocket. Thanks!"
Mark Sheinkopf, CLU, LUTCF
The Prudential

"Well, you did it. You took a dozen accountants and turned them into professionals at new client acquisition. The month after your program was completed, we had the largest percentage growth in new business in a decade."
Edward L. Snyder, CPA, Managing Partner
Snyder, Cohn, Collyer, Hamilton, & Associates