Bill Cates

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.