Bill Cates

Senior Advisor

Bill Cates

Bill Cates, CSP, CPAE, president of Referral Coach International, is widely recognized as the financial services foremost expert in how to build a thriving referral-based business. He is an Advisory Board Member for EveryIncome — an online platform and income solution company where users learn how to improve their income, partner with the right experts, gain insights, and access institutional-quality income products and services. 

Mr. Cates’ books, Get More Referrals Now! and Beyond Referrals have revolutionized the way financial professionals are communicating their value and acquiring more and better clients through referrals. His newest book, Radical Relevance, will be released in the winter of 2018.

Bill Cates’ client-acquisition system has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power, the Huffington Post and The Wall Street Journal.

Bill has spoken at the prestigious Million Dollar Round Table 6 times, including the main platform in the US, Korea, Malaysia, Australia, and India. Thousands of financial professionals are using Bill’s Referral Marketing System™ to build their businesses with quality referrals and personal introductions.

Bill’s seminars are 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. You can also expect to receive powerful and practical strategies that will have an immediate impact on your business.

For more information, please contact us.