Advisorpedia Presents: Create Exponential Growth by Multiplying Your Best Clients

Advisorpedia Presents

Create Exponential Growth by Multiplying Your Best Clients

Enhance Client Engagement  | Generate Referrals & Introductions

Presented by Bill Cates, CSP, CPAE
President – Referral Coach International

Original Broadcast Date: January 18th | 12:00 - 1:00 PM ET

Client Satisfaction and Client Loyalty are critical to the stability of your business.  But it’s client leverage that turns incremental growth into exponential growth. In this unique, high-content session, you will receive the blueprint for building a thriving business based on a culture referrals and personal introductions.

In this high-content, high-energy session you will discover:

  • Why client satisfaction and loyalty are not enough for the growth you want.
  • How to maximize the client journey to become super referable.
  • 5 ways to promote introductions to get them without asking.
  • How to ask for introductions without pushing or begging.
  • How to get “referred up” to higher-level clients.
  • What it takes to turn a referral into a solid introduction, so prospects are eager to hear from you, receptive to an appointment, and even call you.

Follow the very clear process Bill provides and you’ll go from incremental growth to exponential growth. You’ll increase your revenue without increasing your marketing budget.

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 (such as CPAs and attorneys), communicate their value proposition more effectively, 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 host of the acclaimed Top Advisor Podcast that averages over 1,000 downloads per episode. He is th author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.


Praise for Bill Cates:

“I can honestly say that without what I’ve learned from Bill Cates over the past 14 years I would not have the successful practice I have today. Bill provides the most efficient and effective way to acquire new clients. I highly recommend his program.” — Regan Schiller, CLU, CFP, RRC, Senior Financial Consultant | Investors Group Wealth Management

“As a result of Bill’s coaching, I have brought in $12.7 million in new assets. That’s $170,000 of recurring annual income due to using Bill’s techniques. Now that’s results!” — Erin Gay, CFP, Founder & CEO, Legacy Financial, Annapolis, MD

“Bill Cates’ process has been amazing. The key has been the confidence I’ve gained. On my very first appointment after going through your program I obtained 2 solid introductions, both of whom converted into new clients.” — Zoe Bonet, Financial Advisor, Houston, TX

“Cates’ program has had a huge impact on our business. We have acquired 5 new clients worth $10 million. The results have been remarkable. I only wish we had learned Bill’s process sooner.” — Al Fox, CFP, CIMA, Mt. Laurel, NJ

“When I found Bill's system, it was like the flood gates opened for doing business. And over the course of three months, I actually tripled my production. I would not have been able to get the jumpstart I needed to be where I am today if it wasn't for Bill's system.” — James Mwombela, CFP, Durham, NC

“I have been in business for 24 years and was never comfortable asking for the dreaded word: referrals. I am using Bill’s word crafting and it WORKS! I am having so much fun now.” — Robin Wollfe, Miami, FL

“When COVID hit, Bill’s referral process literally saved us. We went from 30% to 50% of our business coming from referrals, and we were still able to meet our revenue and sales numbers.” — Jason L. Smith, CEP, BPC & Bryan Bibbo, AIF, J.L. Smith Group Tax & Wealth Advisors, Avon, OH